XLU icon

Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

458 hedge funds and large institutions have $7.22B invested in Utilities Select Sector SPDR Fund in 2014 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 144 increasing their positions, 145 reducing their positions, and 27 closing their positions.

Holders
458
Holders Change
+70
Holders Change %
+18.04%
% of All Funds
12.22%
Holding in Top 10
35
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+118.75%
% of All Funds
0.93%
New
104
Increased
144
Reduced
145
Closed
27
Calls
$165M
Puts
$904M
Net Calls
-$739M
Net Calls Change
-$447M

Top Buyers

1
EA
1
Euclid Advisors
Connecticut
$612M
2
UBS Group
2
UBS Group
Switzerland
$207M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$213M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$127M
5
Deutsche Bank
5
Deutsche Bank
Germany
$146M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$685M
2
Morgan Stanley
2
Morgan Stanley
New York
$602M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$311M
4
Bank of America
4
Bank of America
North Carolina
$204M
5
CA
5
Commerzbank Aktiengesellschaft
Germany
$609M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$43.7M 925,059 +125,367 +16%
LPL Financial
27
LPL Financial
California
$41.9M 888,242 +232,173 +35%
US Bancorp
28
US Bancorp
Minnesota
$38.4M 812,362 +8,837 +1%
BFA
29
Beaumont Financial Advisors
Massachusetts
$34.8M 737,654 +737,654 New
GI
30
Glovista Investments
New Jersey
$32.4M 687,157 +687,157 New
VIA
31
Virtus Investment Advisers
Connecticut
$31.5M 667,192 +667,192 New
LMIM
32
Lockheed Martin Investment Management
Maryland
$30.8M 652,680 +245,680 +60%
MSU
33
Maple Securities USA
New Jersey
$20.3M 430,600 +387,830 +907%
TAIM
34
TD Ameritrade Investment Management
Nebraska
$19.2M 406,976 -111,458 -21%
FMLI
35
Fukoku Mutual Life Insurance
Japan
$18.9M 400,000 – –
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$18.7M 395,600 -27,724 -7%
EC
37
Estate Counselors
Wisconsin
$17.9M 380,047 +10,655 +3%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$15.6M 331,331 +5,272 +2%
GE
39
General Electric
Ohio
$15.3M 324,346 – –
CA
40
Cumberland Advisors
Florida
$15.3M 322,995 +36,900 +13%
KC
41
Kepos Capital
New York
$14.8M 312,663 -44,872 -13%
Citadel Advisors
42
Citadel Advisors
Florida
$14.4M 304,620 -22,589 -7%
State Street
43
State Street
Massachusetts
$13.9M 293,888 +16,189 +6%
Northern Trust
44
Northern Trust
Illinois
$13.8M 291,642 +1,262 +0.4%
MPM
45
Meritage Portfolio Management
Kansas
$13.7M 290,350 -4,895 -2%
CIA
46
Capital Investment Advisors
Georgia
$13.6M 287,022 -6,808 -2%
NCM
47
Niemann Capital Management
Nevada
$13.5M 285,317 +285,317 New
B
48
Baird
Wisconsin
$13.3M 281,263 +112,647 +67%
ACM
49
Aviance Capital Management
Florida
$12.6M 266,571 +157,762 +145%
RIM
50
Rampart Investment Management
Connecticut
$12.3M 260,699 +260,699 New
1
2
3 4 5