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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

457 hedge funds and large institutions have $5.65B invested in Utilities Select Sector SPDR Fund in 2015 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 149 increasing their positions, 165 reducing their positions, and 67 closing their positions.

Holders
457
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
12.19%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.77%
New
71
Increased
149
Reduced
165
Closed
67
Calls
$510M
Puts
$866M
Net Calls
-$355M
Net Calls Change
+$384M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$893M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$226M
3
Bank of America
3
Bank of America
North Carolina
$319M
4
MAA
4
Managed Account Advisors
New Jersey
$242M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$75.9M

Top Sellers

1
EA
1
Euclid Advisors
Connecticut
$0
2
CS
2
Credit Suisse
Switzerland
$145M
3
Morgan Stanley
3
Morgan Stanley
New York
$292M
4
Barclays
4
Barclays
United Kingdom
$296M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$52.7M
Name Market Value Shares Shares
Change 		Shares
Change %
KSA
476
Ken Stern & Associates
California
– – -88,697 Closed
F
477
FolioMetrix
Nebraska
– – -79,596 Closed
ACM
478
Avalon Capital Management
California
– – -74,948 Closed
SWM
479
Strategic Wealth Management
Washington
– – -74,450 Closed
FAM
480
Foothills Asset Management
Arizona
– – -56,025 Closed
BHB
481
Bank Hapoalim BM
Israel
– – -51,108 Closed
Balyasny Asset Management
482
Balyasny Asset Management
Illinois
– – -50,000 Closed
BRM
483
Boston Research & Management
Massachusetts
– – -49,740 Closed
HW
484
Hancock Whitney
Mississippi
– – -48,111 Closed
JCM
485
Janney Capital Management
Pennsylvania
– – -46,821 Closed
SCM
486
Stuyvesant Capital Management
New York
– – -43,673 Closed
SPL
487
Smart Portfolios LLC
Washington
– – -42,395 Closed
Manulife (Manufacturers Life Insurance)
488
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– – -41,361 Closed
MHI
489
Miller Howard Investments
New York
– – -33,385 Closed
Natixis Advisors
490
Natixis Advisors
Massachusetts
– – -28,792 Closed
AUIM
491
Aegon USA Investment Management
Iowa
– – -27,163 Closed
PFS
492
Prospera Financial Services
Texas
– – -22,985 Closed
New York State Common Retirement Fund
493
New York State Common Retirement Fund
New York
– – -20,800 Closed
SS
494
Simplicity Solutions
Minnesota
– – -20,621 Closed
WHRC
495
W.H. Reaves & Co
New Jersey
– – -18,995 Closed
CAM
496
Concorde Asset Management
Michigan
– – -16,679 Closed
VF
497
Virtu Financial
New York
– – -16,663 Closed
AWA
498
Arete Wealth Advisors
Illinois
– – -16,021 Closed
ACM
499
Argentus Capital Management
Texas
– – -15,662 Closed
BAM
500
Brave Asset Management
New Jersey
– – -13,375 Closed
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20
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