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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 %
BCM
501
Barometer Capital Management
Ontario, Canada
– – -12,900 Closed
FAAM
502
First Allied Asset Management
California
– – -11,054 Closed
Carson Wealth (CWM LLC)
503
Carson Wealth (CWM LLC)
Nebraska
– – -10,926 Closed
CIC
504
Carnegie Investment Counsel
Ohio
– – -7,685 Closed
LS
505
Lattice Strategies
Pennsylvania
– – -7,465 Closed
GAM
506
Garrison Asset Management
Arkansas
– – -6,500 Closed
Luther King Capital Management (LKCM)
507
Luther King Capital Management (LKCM)
Texas
– – -6,044 Closed
BCM
508
Bluefin Capital Management
New York
– – -5,426 Closed
ID
509
Integral Derivatives
New York
– – -5,000 Closed
Daiwa Securities Group
510
Daiwa Securities Group
Japan
– – -3,500 Closed
PG
511
Patten Group
Tennessee
– – -1,065 Closed
TC
512
TradeLink Capital
Illinois
– – -946 Closed
BCM
513
Blume Capital Management
California
– – -806 Closed
CG
514
Colony Group
Massachusetts
– – -790 Closed
CCS
515
Crosspoint Capital Strategies
California
– – -350 Closed
RMAM
516
Raab & Moskowitz Asset Management
New Jersey
– – -237 Closed
CP
517
Corbenic Partners
Pennsylvania
– – -219 Closed
PFG
518
Piershale Financial Group
Illinois
– – -211 Closed
MAS
519
Madden Advisory Services
Florida
– – -150 Closed
PFG
520
Pacific Financial Group
Washington
– – -101 Closed
GWCM
521
Godshalk Welsh Capital Management
Pennsylvania
– – -100 Closed
CMO
522
Covenant Multifamily Offices
Texas
– – -78 Closed
VAM
523
Visionary Asset Management
Texas
– – -69 Closed
BCI
524
Brinker Capital Investments
Pennsylvania
– – -2 Closed
SIM
525
Stelliam Investment Management
New York
– – – –
18 19 20
21
22