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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 %
AP
526
Advisors Preferred
Maryland
$286K -$44.3K -745 -13%
KFGK
527
Keystone Financial Group (Kentucky)
Kentucky
$284K +$6.26K +105 +2%
RG
528
Rikoon Group
New Mexico
$283K +$283K +4,739 New
OSNBOA
529
Old Second National Bank of Aurora
Illinois
$281K -$11.9K -200 -4%
JGUA
530
John G. Ullman & Associates
New York
$280K -$29.8K -500 -10%
PA
531
Pinnacle Associates
New York
$280K -$5.38K -90 -2%
CCM
532
Crabel Capital Management
California
$279K +$279K +4,671 New
CAMG
533
CWA Asset Management Group
Florida
$278K -$51.4K -862 -16%
CC
534
Chanos & Company
New York
$274K -$51K -855 -16%
CPA
535
Clear Perspective Advisors
Illinois
$272K – – –
RWA
536
Ropes Wealth Advisors
Massachusetts
$271K +$3.16K +53 +1%
CW
537
CreativeOne Wealth
Kansas
$271K +$50.4K +845 +23%
TCM
538
Tuttle Capital Management
Connecticut
$269K -$2.99M -50,161 -92%
OLA
539
Oliver Luxxe Assets
New Jersey
$269K -$8.81K -145 -3%
EA
540
Elm Advisors
California
$268K – – –
FNFDCM
541
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$268K – – –
PSF
542
Pacific Sun Financial
California
$266K +$266K +4,460 New
CFB
543
Cullen/Frost Bankers
Texas
$265K -$23.3K -391 -8%
IGGA
544
Iron Gate Global Advisors
Utah
$264K – – –
IF
545
IRON Financial
Illinois
$263K -$39.2K -675 -13%
FIB
546
First Interstate Bank
Montana
$263K -$25.3K -425 -9%
SWM
547
SeaCrest Wealth Management
New York
$262K – – –
OIA
548
Optimum Investment Advisors
Illinois
$257K +$11K +184 +4%
CCM
549
Compton Capital Management
Rhode Island
$256K -$11.9K -200 -4%
AIP
550
Ahrens Investment Partners
Louisiana
$255K +$35.5K +595 +16%
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