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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

404 hedge funds and large institutions have $7.26B invested in Utilities Select Sector SPDR Fund in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 140 increasing their positions, 141 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+29
Holders Change %
+7.73%
% of All Funds
11.62%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.83%
New
58
Increased
140
Reduced
141
Closed
26
Calls
$110M
Puts
$250M
Net Calls
-$141M
Net Calls Change
-$166M

Top Buyers

1
EA
1
Euclid Advisors
Connecticut
$516M
2
Goldman Sachs
2
Goldman Sachs
New York
$960M
3
Morgan Stanley
3
Morgan Stanley
New York
$913M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$111M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$459M

Top Sellers

1
Citigroup
1
Citigroup
New York
$136M
2
Deutsche Bank
2
Deutsche Bank
Germany
$3.74M
3
CA
3
Commerzbank Aktiengesellschaft
Germany
$675M
4
MCM
4
Moore Capital Management
New York
$5.67M
5
SG Americas Securities
5
SG Americas Securities
New York
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
26
Beaumont Financial Advisors
Massachusetts
$27M +$27M +609,751 New
LMIM
27
Lockheed Martin Investment Management
Maryland
$20.5M +$12.8M +290,000 +167%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$20.5M -$317K -7,167 -2%
William Blair & Company
29
William Blair & Company
Illinois
$20.2M +$18.1M +407,840 +823%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$19.7M +$953K +21,541 +5%
FMLI
31
Fukoku Mutual Life Insurance
Japan
$17.7M – – –
Ameriprise
32
Ameriprise
Minnesota
$17.2M +$7.84M +177,249 +84%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$16.9M -$3.02M -68,294 -15%
State Street
34
State Street
Massachusetts
$16.7M +$3.17M +71,644 +23%
EC
35
Estate Counselors
Wisconsin
$16.3M +$149K +3,360 +0.9%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$14.7M +$13.8M +311,350 +1,489%
AA
37
ALPS Advisors
Colorado
$14.6M -$3.03M -68,477 -17%
PWPCM
38
Perella Weinberg Partners Capital Management
New York
$14.4M +$14.4M +324,497 New
GE
39
General Electric
Ohio
$14.4M – – –
BTS
40
BB&T Securities
Virginia
$13.9M -$13.8M -31,254 -50%
NCM
41
Niemann Capital Management
Nevada
$13.9M +$13.9M +313,891 New
KC
42
Kepos Capital
New York
$13.5M +$13.5M +305,143 New
Nomura Holdings
43
Nomura Holdings
Japan
$13.3M -$6.95M -157,733 -34%
MPM
44
Meritage Portfolio Management
Kansas
$13.2M +$2.21M +49,845 +20%
SWA
45
SFMG Wealth Advisors
Texas
$13.1M +$61.2K +1,382 +0.5%
Northern Trust
46
Northern Trust
Illinois
$12.1M -$1.03M -23,332 -8%
B
47
Baird
Wisconsin
$12.1M +$2.43M +54,982 +25%
CIA
48
Capital Investment Advisors
Georgia
$11.9M +$1.95M +43,989 +20%
SG Americas Securities
49
SG Americas Securities
New York
$11.9M -$32M -722,487 -73%
TAIM
50
TD Ameritrade Investment Management
Nebraska
$11.6M +$4.72M +106,738 +69%
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