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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

700 hedge funds and large institutions have $8.56B invested in Utilities Select Sector SPDR Fund in 2018 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 262 increasing their positions, 162 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+90
Holders Change %
+14.75%
% of All Funds
15.62%
Holding in Top 10
42
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+40%
% of All Funds
0.94%
New
153
Increased
262
Reduced
162
Closed
56
Calls
$447M
Puts
$1.4B
Net Calls
-$958M
Net Calls Change
-$796M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$1.08B
2
Bank of America
Bank of America
North Carolina
$869M
3
Nomura Holdings
Nomura Holdings
Japan
$119M
4
Morgan Stanley
Morgan Stanley
New York
$1.14B
5
AssetMark Inc
AssetMark Inc
California
$88.9M

Top Sellers

1
Citigroup
Citigroup
New York
$261M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$254M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$151M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$57.9M
5
QIM
Quantitative Investment Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Pinnacle Advisory Group
Maryland
$46.3M +$12.5M +236,722 +37%
BlackRock
27
BlackRock
New York
$41.1M -$18.7M -353,784 -31%
CM
28
Churchill Management
California
$39.6M +$39.6M +747,593 New
DA
29
Duality Advisers
Florida
$36.5M +$36.5M +689,950 New
PP
30
Paloma Partners
Connecticut
$32.6M -$11.8M -223,411 -27%
OFM
31
Okumus Fund Management
Cayman Islands
$31.7M +$31.7M +598,486 New
Citadel Advisors
32
Citadel Advisors
Florida
$30.4M +$25.4M +480,398 +509%
JG
33
Jefferies Group
New York
$28.8M +$18M +341,001 +168%
MLM
34
Mount Lucas Management
Pennsylvania
$28M +$14.2M +268,189 +102%
SG Americas Securities
35
SG Americas Securities
New York
$26.4M +$23M +435,115 +689%
US Bancorp
36
US Bancorp
Minnesota
$26.2M -$1.51M -28,591 -5%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.2M +$24.3M +459,704 +2,851%
Ameriprise
38
Ameriprise
Minnesota
$23.9M +$8.24M +156,808 +53%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$22.6M +$14.2M +269,360 +171%
JCM
40
Julex Capital Management
Massachusetts
$21.3M +$21.3M +404,005 New
William Blair Investment Management
41
William Blair Investment Management
Illinois
$20.7M -$23M -434,500 -53%
CS
42
Credit Suisse
Switzerland
$20.7M -$56.1M -1,060,758 -73%
V
43
Veritable
Delaware
$20.4M +$100K +1,892 +0.5%
FWIA
44
Fort Washington Investment Advisors
Ohio
$20.4M – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$19.3M +$580K +10,955 +3%
CI
46
Cavalier Investments
Georgia
$19.3M +$5.64M +106,555 +41%
Jane Street
47
Jane Street
New York
$19.2M +$4.68M +88,365 +32%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$19M -$848K -16,030 -4%
Parallax Volatility Advisers
49
Parallax Volatility Advisers
California
$18.7M +$18.7M +352,995 +35,299,500%
PFM
50
Parsec Financial Management
North Carolina
$18M +$100K +1,889 +0.6%
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