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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

717 hedge funds and large institutions have $8.33B invested in Utilities Select Sector SPDR Fund in 2019 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 248 increasing their positions, 249 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+17
Holders Change %
+2.43%
% of All Funds
15.54%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.89%
New
94
Increased
248
Reduced
249
Closed
69
Calls
$603M
Puts
$1.35B
Net Calls
-$749M
Net Calls Change
+$208M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$137M
2
SGI
Swan Global Investments
Colorado
+$106M
3
Barclays
Barclays
United Kingdom
+$82M
4
PCM
Price Capital Management
Louisiana
+$63.4M
5
Wells Fargo
Wells Fargo
California
+$62M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$494M
2
Deutsche Bank
Deutsche Bank
Germany
-$319M
3
N
Natixis
France
-$204M
4
Goldman Sachs
Goldman Sachs
New York
-$187M
5
Nomura Holdings
Nomura Holdings
Japan
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
501
Mathes Company
New York
$273K – – –
LNB
502
Ledyard National Bank
$272K -$99.6K -1,709 -27%
KFGK
503
Keystone Financial Group (Kentucky)
Kentucky
$271K +$28.4K +489 +12%
Mercer Global Advisors
504
Mercer Global Advisors
Colorado
$267K +$267K +4,592 New
CPA
505
Clear Perspective Advisors
Illinois
$266K – – –
OLA
506
Oliver Luxxe Assets
New Jersey
$266K +$12.3K +211 +5%
SIM
507
Stratos Investment Management
Ohio
$265K +$265K +4,556 New
FNFDCM
508
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$262K -$17.5K -300 -6%
EA
509
Elm Advisors
California
$262K – – –
CCM
510
Compton Capital Management
Rhode Island
$262K – – –
RWA
511
Ropes Wealth Advisors
Massachusetts
$262K – – –
AAS
512
Annex Advisory Services
Wisconsin
$262K +$262K +4,503 New
IGGA
513
Iron Gate Global Advisors
Utah
$259K +$49.2K +847 +23%
SEIA
514
Signature Estate & Investment Advisors
California
$258K +$258K +4,429 New
CT
515
Coastline Trust
Rhode Island
$255K -$582 -10 -0.2%
SWM
516
SeaCrest Wealth Management
New York
$255K – – –
KIG
517
Kessler Investment Group
Indiana
$254K +$2.44K +42 +1%
BCI
518
Brinker Capital Investments
Pennsylvania
$253K +$222K +3,819 +709%
W
519
WealthOne
New York
$250K -$168K -2,887 -40%
GTAM
520
Global Trust Asset Management
Florida
$248K -$215K -3,682 -46%
WIC
521
Whitegate Investment Counselors
New Hampshire
$247K -$14.5K -250 -6%
5L
522
55I LLC
Massachusetts
$244K +$244K +4,187 New
BCP
523
Berkeley Capital Partners
Georgia
$243K -$140K -2,397 -37%
OIA
524
Optimum Investment Advisors
Illinois
$240K +$466 +8 +0.2%
LJAC
525
L.J. Altfest & Co
New York
$239K -$84.3K -1,450 -26%
19 20
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