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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 %
PPP
576
Private Portfolio Partners
New Jersey
$328K +$43K +686 +15%
CCM
577
Chilton Capital Management
Texas
$328K -$141K -2,246 -30%
SRSA
578
S.R. Schill & Associates
Washington
$326K – – –
BMCM
579
Bryn Mawr Capital Management
Pennsylvania
$322K – – –
PA
580
Pinnacle Associates
New York
$321K -$2.7K -43 -0.8%
SSG
581
Summit Securities Group
New York
$320K +$320K +5,100 New
GC
582
Garde Capital
Washington
$319K +$319K +5,091 New
HPC
583
HM Payson & Co
Maine
$316K – – –
LWM
584
Laidlaw Wealth Management
New York
$316K +$316K +5,042 New
FI
585
FormulaFolio Investments
Michigan
$315K +$315K +5,025 New
BCM
586
Brookstone Capital Management
Illinois
$310K -$68.2K -1,089 -18%
SFP
587
Sandbox Financial Partners
Maryland
$310K +$310K +4,938 New
WI
588
WBI Investments
New Jersey
$310K +$310K +4,947 New
WEPOG
589
Wealth Enhancement & Preservation of GA
Georgia
$308K -$261K -4,157 -46%
WHRC
590
W.H. Reaves & Co
New Jersey
$308K +$308K +4,911 New
GI
591
Glovista Investments
New Jersey
$307K -$5.15M -82,257 -94%
CCM
592
Campbell Capital Management
Florida
$307K – – –
ICG
593
InterOcean Capital Group
Tennessee
$305K +$305K +4,860 New
WA
594
WESPAC Advisors
California
$302K -$1.57M -25,116 -84%
CFD
595
Creative Financial Designs
Indiana
$300K +$10.5K +167 +4%
EFSCE
596
Enterprise Financial Services Corp (EFSC)
Missouri
$299K -$115K -1,826 -28%
PT
597
Plimoth Trust
Massachusetts
$299K -$33.7K -539 -10%
GM
598
GeoWealth Management
Illinois
$299K +$299K +4,781 New
FAB
599
First American Bank
Illinois
$297K +$297K +4,738 New
CFB
600
Cullen/Frost Bankers
Texas
$296K -$156K -2,493 -35%
22 23
24
25 26