State Street Utilities Select Sector SPDR ETF
XLU
776 hedge funds and large institutions have $10.3B invested in State Street Utilities Select Sector SPDR ETF in 2019 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 304 increasing their positions, 250 reducing their positions, and 56 closing their positions.
52% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 56
22% more repeat investments, than reductions
Existing positions increased: 304 | Existing positions reduced: 250
21% more funds holding in top 10
Funds holding in top 10: 38 → 46 (+8)
12% more capital invested
Capital invested by funds: $9.19B → $10.3B (+$1.14B)
3% more funds holding
Funds holding: 754 → 776 (+22)
9.78% less ownership
Funds ownership: 191.8% → 182.02% (-9.8%)
40% less call options, than puts
Call options by funds: $951M | Put options by funds: $1.59B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$191M |
| 2 |
Two Sigma Advisers
New York
|
+$164M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$135M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$124M |
| 5 |
Citigroup
New York
|
+$106M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Factory Mutual Insurance
Waltham,
Massachusetts
|
-$194M |
| 2 |
Morgan Stanley
New York
|
-$156M |
| 3 |
JP Morgan Chase
New York
|
-$102M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$90.3M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$70.4M |
XLU Hedge Fund Activity: Q3 2019 in Review
776 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q3 2019, worth a combined $10.3B — up 12% from $9.19B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new XLU positions and 56 closed out — a net gain of 29 holders — while 304 added to existing stakes and 250 trimmed.
The largest buyer was Barclays, adding an estimated $191M. The largest seller was Factory Mutual Insurance, exiting entirely with an estimated $194M sold.
- 776 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q3 2019, up from 754 in Q2 2019.
- Funds reported $10.3B of State Street Utilities Select Sector SPDR ETF stock for Q3 2019, up 12% quarter-over-quarter.
- 85 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q3 2019 and 56 closed out, a net change of +29 holders.
- The largest State Street Utilities Select Sector SPDR ETF buyer in Q3 2019 was Barclays, an estimated $191M added.
- The largest State Street Utilities Select Sector SPDR ETF seller in Q3 2019 was Factory Mutual Insurance, an estimated $194M sold.
Based on aggregated 13F filings for Q3 2019.