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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

585 hedge funds and large institutions have $6.6B invested in Utilities Select Sector SPDR Fund in 2017 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 188 increasing their positions, 182 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
+53
Holders Change %
+9.96%
% of All Funds
13.29%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.59%
New
117
Increased
188
Reduced
182
Closed
59
Calls
$724M
Puts
$1.8B
Net Calls
-$1.08B
Net Calls Change
-$197M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$614M
2
Morgan Stanley
Morgan Stanley
New York
$498M
3
Goldman Sachs
Goldman Sachs
New York
$614M
4
PI
Putnam Investments
Massachusetts
$81.6M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$215M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$40.9M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$0
3
QIM
Quantitative Investment Management
Virginia
$0
4
Citigroup
Citigroup
New York
$513M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$60.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
601
Neuburgh Advisers
California
– -$2.08M -39,168 Closed
FCM
602
Flinton Capital Management
Pennsylvania
– -$1.71M -32,256 Closed
GXMC
603
Global X Management Company
New York
– -$1.66M -31,324 Closed
RCM
604
Riverhead Capital Management
Delaware
– -$1.53M -28,785 Closed
WAM
605
Weiss Asset Management
Massachusetts
– -$1.4M -26,300 Closed
TAM
606
Tyers Asset Management
Texas
– -$1.34M -25,344 Closed
SS
607
Simplicity Solutions
Minnesota
– -$1.3M -24,541 Closed
EP
608
Edgestream Partners
New Jersey
– -$1.11M -20,824 Closed
GHCM
609
Glen Harbor Capital Management
California
– -$978K -18,432 Closed
WI
610
WBI Investments
New Jersey
– -$958K -18,059 Closed
ICOA
611
Investment Centers of America
North Dakota
– -$909K -17,073 Closed
LM
612
Luminus Management
Texas
– -$689K -12,996 Closed
BPM
613
Bowling Portfolio Management
Ohio
– -$550K -10,368 Closed
PMG
614
ProVise Management Group
Florida
– -$506K -9,538 Closed
Nomura Holdings
615
Nomura Holdings
Japan
– -$495K -9,327 Closed
SI
616
SII Investments
Wisconsin
– -$439K -8,333 Closed
PCP
617
Proficio Capital Partners
Massachusetts
– -$434K -8,186 Closed
PWAG
618
Polaris Wealth Advisory Group
California
– -$411K -7,740 Closed
PFO
619
Pathstone Family Office
New Jersey
– -$408K -7,680 Closed
HF
620
HRT Financial
New York
– -$374K -7,060 Closed
BCM
621
Bayesian Capital Management
New York
– -$361K -6,806 Closed
SBIA
622
Sheaff Brock Investment Advisors
Indiana
– -$337K -6,356 Closed
ZB
623
Zions Bancorporation
Utah
– -$329K -6,202 Closed
CIAS
624
Capital Investment Advisory Services
North Carolina
– -$318K -5,991 Closed
FHC
625
First Heartland Consultants
Missouri
– -$290K -5,461 Closed
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