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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

502 hedge funds and large institutions have $6.52B invested in Utilities Select Sector SPDR Fund in 2016 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 133 increasing their positions, 214 reducing their positions, and 77 closing their positions.

Holders
502
Holders Change
-32
Holders Change %
-5.99%
% of All Funds
13.42%
Holding in Top 10
23
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-42.5%
% of All Funds
0.61%
New
54
Increased
133
Reduced
214
Closed
77
Calls
$600M
Puts
$1.6B
Net Calls
-$996M
Net Calls Change
-$581M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.11B
2
Citigroup
2
Citigroup
New York
$558M
3
Bank of America
3
Bank of America
North Carolina
$1B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$251M
5
N
5
Natixis
France
$91.1M

Top Sellers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$471K
2
Goldman Sachs
2
Goldman Sachs
New York
$571M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$53.5M
4
PAG
4
Pinnacle Advisory Group
Maryland
$1.23M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Mirae Asset Global Investments
551
Mirae Asset Global Investments
South Korea
– – -6,310 Closed
SWA
552
SFMG Wealth Advisors
Texas
– – -6,237 Closed
LSA
553
L & S Advisors
California
– – -5,990 Closed
CRC
554
Curi RMB Capital
Illinois
– – -5,810 Closed
SSG
555
Summit Securities Group
New York
– – -5,500 Closed
BCM
556
Bluefin Capital Management
New York
– – -5,201 Closed
Hudson Bay Capital Management
557
Hudson Bay Capital Management
Connecticut
– – -5,000 Closed
SSWM
558
Smith Salley Wealth Management
North Carolina
– – -4,826 Closed
Verition Fund Management
559
Verition Fund Management
Connecticut
– – -4,708 Closed
AI
560
Atria Investments
North Carolina
– – -4,480 Closed
VAM
561
Verity Asset Management
North Carolina
– – -4,427 Closed
GI
562
Glovista Investments
New Jersey
– – -4,417 Closed
AF
563
Affiance Financial
Minnesota
– – -4,278 Closed
WIC
564
Whitegate Investment Counselors
New Hampshire
– – -4,225 Closed
MC
565
Moors & Cabot
Massachusetts
– – -4,192 Closed
B
566
Bailard
California
– – -4,055 Closed
IC
567
InterOcean Capital
Illinois
– – -3,981 Closed
AIA
568
Arbor Investment Advisors
North Carolina
– – -3,835 Closed
SIG
569
Stanford Investment Group
California
– – -2,985 Closed
IPC
570
Independent Portfolio Consultants
Florida
– – -2,135 Closed
AIM
571
Acropolis Investment Management
Missouri
– – -2,100 Closed
AP
572
Advisors Preferred
Maryland
– – -639 Closed
EDRAML
573
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
– – -600 Closed
PFG
574
Piershale Financial Group
Illinois
– – -449 Closed
CFA
575
Camarda Financial Advisors
Florida
– – -289 Closed
21 22
23
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