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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

754 hedge funds and large institutions have $9.19B invested in Utilities Select Sector SPDR Fund in 2019 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 265 increasing their positions, 245 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+37
Holders Change %
+5.16%
% of All Funds
16.4%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.83%
New
108
Increased
265
Reduced
245
Closed
57
Calls
$876M
Puts
$1.35B
Net Calls
-$470M
Net Calls Change
+$279M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$220M
2
FMI
Factory Mutual Insurance
Massachusetts
+$194M
3
Citigroup
Citigroup
New York
+$165M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$155M
5
Bank of America
Bank of America
North Carolina
+$136M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$317M
2
SGI
Swan Global Investments
Colorado
-$190M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$135M
4
PP
Paloma Partners
Connecticut
-$72.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$64M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
476
Symons Capital Management
Pennsylvania
$394K +$394K +6,613 New
CC
477
Cedar Capital
Illinois
$390K +$390K +6,546 New
Wolverine Trading
478
Wolverine Trading
Illinois
$387K -$104K -1,746 -21%
OAM
479
Oppenheimer Asset Management
New York
$387K +$17.4K +291 +5%
WA
480
WealthTrust Axiom
Pennsylvania
$381K +$17.3K +290 +5%
CWM
481
Chesapeake Wealth Management
Virginia
$378K -$26K -437 -6%
GFS
482
GYL Financial Synergies
Connecticut
$374K -$2.2K -37 -0.6%
UFF
483
USA Financial Formulas
Michigan
$369K +$27K +463 +8%
WPC
484
White Pine Capital
Minnesota
$367K – – –
H
485
HoyleCohen
California
$367K +$367K +6,151 New
DI
486
DFPG Investments
Utah
$363K +$363K +5,964 New
CPIG
487
Chicago Partners Investment Group
Illinois
$361K – – –
BBA
488
BLB&B Advisors
Pennsylvania
$358K – – –
CSIC
489
Clifford Swan Investment Counsel
California
$352K – – –
BWP
490
Bernardo Wealth Planning
Pennsylvania
$350K +$11.9K +199 +4%
C
491
Cerebellum
California
$348K – – –
HMS
492
Hanseatic Management Services
New Mexico
$348K +$348K +5,835 New
MMG
493
Monetary Management Group
Missouri
$346K – – –
SWRP
494
Summit Wealth & Retirement Planning
California
$344K – – –
GI
495
GAMCO Investors
Connecticut
$343K +$298 +5 +0.1%
RCAG
496
Rehmann Capital Advisory Group
Michigan
$339K -$15.1K -253 -4%
NEIRG
497
New England Investment & Retirement Group
Massachusetts
$338K +$338K +5,666 New
CWM
498
Cabot Wealth Management
Massachusetts
$337K +$337K +5,655 New
MCP
499
Mirador Capital Partners
California
$337K +$337K +5,657 New
BMCM
500
Bryn Mawr Capital Management
Pennsylvania
$336K +$30.7K +515 +10%
18 19
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