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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

532 hedge funds and large institutions have $6.51B invested in Utilities Select Sector SPDR Fund in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 174 increasing their positions, 197 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
13.28%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.65%
New
50
Increased
174
Reduced
197
Closed
42
Calls
$982M
Puts
$1.86B
Net Calls
-$881M
Net Calls Change
+$239M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$322M
2
Bank of America
2
Bank of America
North Carolina
$724M
3
UBS Group
3
UBS Group
Switzerland
$332M
4
QIM
4
Quantitative Investment Management
Virginia
$124M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$127M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$432M
2
Morgan Stanley
2
Morgan Stanley
New York
$257M
3
PPFA
3
Provida Pension Fund Administrator
Chile
$74K
4
ECM
4
Element Capital Management
New York
$0
5
Nomura Holdings
5
Nomura Holdings
Japan
$495K
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
526
Balentine LLC
Georgia
$2K +$2K +29 New
ACM
527
Aviance Capital Management
Florida
$2K +$2K +39 New
Toronto Dominion Bank
528
Toronto Dominion Bank
Ontario, Canada
$1K -$962K -25,000 -100%
MIM
529
Macroview Investment Management
Maryland
$1K – – –
RFM
530
Royal Fund Management
Florida
$1K – – –
RAM
531
Riggs Asset Management
Pennsylvania
$1K +$1K +20 New
WPC
532
White Pine Capital
Minnesota
$321 -$64 -1,200 -17%
ECM
533
Element Capital Management
New York
– -$62.9M -1,210,408 Closed
Balyasny Asset Management
534
Balyasny Asset Management
Illinois
– -$49.5M -952,800 Closed
NCM
535
Niemann Capital Management
Nevada
– -$16.2M -312,043 Closed
JFG
536
Jefferies Financial Group
New York
– -$6.37M -122,502 Closed
TAM
537
Tiverton Asset Management
Delaware
– -$4.94M -95,131 Closed
PSW
538
Portfolio Strategies (Washington)
Washington
– -$4.4M -84,661 Closed
FI
539
FormulaFolio Investments
Michigan
– -$3.56M -68,435 Closed
New York State Common Retirement Fund
540
New York State Common Retirement Fund
New York
– -$3.28M -63,033 Closed
Natixis Advisors
541
Natixis Advisors
Massachusetts
– -$2.34M -45,083 Closed
Walleye Trading
542
Walleye Trading
New York
– -$1.92K -36,955 Closed
UAS
543
United Asset Strategies
New York
– -$1.91M -36,828 Closed
CWP
544
Capital Wealth Planning
Florida
– -$1.71M -32,920 Closed
CCMG
545
Clark Capital Management Group
Pennsylvania
– -$1.59M -30,580 Closed
HH
546
Hilltop Holdings
Texas
– -$1.08M -20,843 Closed
Twin Tree Management
547
Twin Tree Management
Texas
– -$983K -18,911 Closed
BP
548
Ballentine Partners
Massachusetts
– -$630K -12,000 Closed
PG
549
PEAK6 Group
Illinois
– -$607K -11,690 Closed
OMC
550
Old Mission Capital
Illinois
– -$595K -11,454 Closed
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