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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

610 hedge funds and large institutions have $8.66B invested in Utilities Select Sector SPDR Fund in 2018 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 202 increasing their positions, 182 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+48
Holders Change %
+8.54%
% of All Funds
13.97%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.69%
New
89
Increased
202
Reduced
182
Closed
37
Calls
$802M
Puts
$964M
Net Calls
-$162M
Net Calls Change
+$582M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.03B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$446M
3
Bank of America
3
Bank of America
North Carolina
$700M
4
UBS Group
4
UBS Group
Switzerland
$747M
5
CS
5
Credit Suisse
Switzerland
$76.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$842M
2
QIM
2
Quantitative Investment Management
Virginia
$94.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$44.5M
4
MTB
4
Mizuho Trust & Banking
Japan
$17.9M
5
SG Americas Securities
5
SG Americas Securities
New York
$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
26
Paloma Partners
Connecticut
$44.2M +$44.2M +839,627 New
William Blair Investment Management
27
William Blair Investment Management
Illinois
$43.5M -$4.96M -94,300 -10%
LPL Financial
28
LPL Financial
California
$43M +$5.85M +111,205 +16%
UCFA
29
United Capital Financial Advisors
Texas
$40M +$30.1M +570,924 +302%
BAPIM
30
British Airways Pensions Investment Management
United Kingdom
$37.7M +$3.45M +65,519 +10%
PI
31
Putnam Investments
Massachusetts
$37.3M +$37.3M +707,842 New
PAG
32
Pinnacle Advisory Group
Maryland
$33.6M +$33.6M +638,996 New
KC
33
Kepos Capital
New York
$31.5M -$23.7M -450,500 -43%
AF
34
Ally Financial
Michigan
$31.2M +$2.37M +45,000 +8%
CC
35
Covalis Capital
United Kingdom
$27.9M +$10.6M +202,010 +62%
US Bancorp
36
US Bancorp
Minnesota
$27.6M -$1.71M -32,479 -6%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$27.3M +$388K +7,364 +1%
MIFH
38
Migdal Insurance & Financial Holdings
Israel
$25.6M -$3.47M -65,959 -12%
HI
39
Honeywell International
North Carolina
$20.7M -$20.1M -381,100 -49%
DCC
40
Dow Chemical Company
Michigan
$20.7M +$9.49M +180,304 +85%
FWIA
41
Fort Washington Investment Advisors
Ohio
$20.3M -$55.3K -1,050 -0.3%
V
42
Veritable
Delaware
$20.2M -$83K -1,577 -0.4%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$19.7M +$3.61M +68,604 +22%
Capital Fund Management (CFM)
44
Capital Fund Management (CFM)
France
$18.9M +$18.9M +358,629 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$18.7M -$2.4M -45,535 -11%
MTB
46
Mizuho Trust & Banking
Japan
$17.9M -$72.1M -1,370,000 -80%
KHLMVGHM
47
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$17.8M – – –
PFM
48
Parsec Financial Management
North Carolina
$17.8M +$95.3K +1,811 +0.5%
FCC
49
Florin Court Capital
United Kingdom
$17.6M +$17.6M +333,700 New
TEE
50
Tibra Equities Europe
United Kingdom
$17.5M +$3.38M +64,207 +24%
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