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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

562 hedge funds and large institutions have $8.37B invested in Utilities Select Sector SPDR Fund in 2018 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 208 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+5
Holders Change %
+0.9%
% of All Funds
12.88%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.6%
New
73
Increased
159
Reduced
208
Closed
63
Calls
$484M
Puts
$1.23B
Net Calls
-$743M
Net Calls Change
-$930M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$1.71B
2
UBS Group
UBS Group
Switzerland
$657M
3
Deutsche Bank
Deutsche Bank
Germany
$381M
4
QIM
Quantitative Investment Management
Virginia
$181M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$268M

Top Sellers

1
Citigroup
Citigroup
New York
$479M
2
Morgan Stanley
Morgan Stanley
New York
$475M
3
CS
Credit Suisse
Switzerland
$6.47M
4
ECM
Element Capital Management
New York
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
26
Honeywell International
North Carolina
$40.3M +$40.3M +775,000 New
SG Americas Securities
27
SG Americas Securities
New York
$36.7M +$12.2M +235,557 +50%
LPL Financial
28
LPL Financial
California
$36.7M +$3.25M +62,553 +10%
AII
29
AGF Investments Inc
Ontario, Canada
$36.5M +$18.5M +356,484 +103%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$36.4M +$26.9M +517,146 +283%
BAPIM
31
British Airways Pensions Investment Management
United Kingdom
$33.8M +$3.91M +75,289 +13%
USAA
32
United Services Automobile Association
Texas
$29.4M +$29.4M +565,862 New
US Bancorp
33
US Bancorp
Minnesota
$28.9M -$3.28M -63,076 -10%
MIFH
34
Migdal Insurance & Financial Holdings
Israel
$28.7M +$26.9M +517,805 +1,506%
AF
35
Ally Financial
Michigan
$28.4M +$4.25M +81,785 +18%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$27.8M +$13.6M +261,990 +96%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$26.5M +$407K +7,841 +2%
MIH
38
Meitav Investment House
Israel
$25.4M -$65.7K -1,340 -0.3%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$20.8M -$964K -18,561 -4%
FWIA
40
Fort Washington Investment Advisors
Ohio
$20.1M – – –
V
41
Veritable
Delaware
$20M -$222K -4,279 -1%
JG
42
Jefferies Group
New York
$19.5M -$10.3M -198,483 -35%
Citadel Advisors
43
Citadel Advisors
Florida
$18.5M -$5.25M -100,975 -22%
PFM
44
Parsec Financial Management
North Carolina
$17.5M +$388K +7,472 +2%
PWM
45
Patriot Wealth Management
Texas
$17.3M +$380K +7,308 +2%
KHLMVGHM
46
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$17.2M – – –
CC
47
Covalis Capital
United Kingdom
$17M +$17M +327,992 New
AA
48
ALPS Advisors
Colorado
$16.5M -$677K -13,035 -4%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$16.5M +$16.5M +317,735 New
PSUF
50
People's United Financial
Connecticut
$15.9M -$2.88M -1,264 -15%
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