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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

879 hedge funds and large institutions have $9.55B invested in Utilities Select Sector SPDR Fund in 2020 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 254 increasing their positions, 307 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
+74
Holders Change %
+9.19%
% of All Funds
15.6%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.53%
New
177
Increased
254
Reduced
307
Closed
83
Calls
$730M
Puts
$1.04B
Net Calls
-$313M
Net Calls Change
-$129M

Top Buyers

1
PP
Prudential plc
United Kingdom
+$402M
2
FMI
Factory Mutual Insurance
Massachusetts
+$191M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$187M
4
UBS Group
UBS Group
Switzerland
+$155M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$150M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$355M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$304M
3
RCM
Rokos Capital Management
United Kingdom
-$103M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$97.5M
5
Bank of America
Bank of America
North Carolina
-$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIC
551
Clifford Swan Investment Counsel
California
$370K – – –
GCA
552
Greenwood Capital Associates
South Carolina
$366K -$60.1K -959 -14%
CMO
553
Covenant Multifamily Offices
Texas
$366K +$14.4K +229 +4%
Brown Advisory
554
Brown Advisory
Maryland
$365K +$20.5K +327 +6%
CL
555
COWA LLC
Oklahoma
$365K +$365K +5,857 New
MOS
556
MGO One Seven
Ohio
$364K -$27.7K -442 -7%
RWA
557
Ropes Wealth Advisors
Massachusetts
$362K +$362K +5,780 New
DIM
558
Delta Investment Management
California
$361K -$139K -2,220 -28%
PG
559
Patten Group
Tennessee
$361K -$22.9K -365 -6%
PPA
560
Parametric Portfolio Associates
Washington
$359K -$25.7K -409 -7%
CWM
561
Cornerstone Wealth Management
Missouri
$357K -$26.9K -429 -7%
PSUF
562
People's United Financial
Connecticut
$356K -$9.78K -156 -3%
HWA
563
Hillcrest Wealth Advisors
New Jersey
$351K – – –
BOPW
564
Brandywine Oak Private Wealth
Pennsylvania
$346K +$346K +5,527 New
FUBT
565
First United Bank & Trust
Maryland
$345K -$52.3K -835 -13%
FNT
566
First National Trust
Pennsylvania
$345K -$28.6K -455 -8%
RIM
567
Rockbridge Investment Management
New York
$342K – – –
SS
568
Sunbelt Securities
Texas
$342K +$14.1K +225 +4%
SFM
569
Signet Financial Management
New Jersey
$336K -$26.2K -417 -7%
TNB
570
Thomasville National Bank
Georgia
$334K -$3.51K -56 -1%
TSS
571
Two Sigma Securities
New York
$333K -$881K -14,042 -73%
CWP
572
Capital Wealth Planning
Florida
$333K +$333K +5,292 New
PAI
573
Pittenger & Anderson Inc
Nebraska
$331K -$199K -3,175 -38%
ST
574
Spinnaker Trust
Maine
$331K – – –
CWS
575
Cypress Wealth Services
California
$330K +$330K +5,265 New
21 22
23
24 25