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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

717 hedge funds and large institutions have $8.33B invested in Utilities Select Sector SPDR Fund in 2019 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 248 increasing their positions, 249 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+17
Holders Change %
+2.43%
% of All Funds
15.54%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.89%
New
94
Increased
248
Reduced
249
Closed
69
Calls
$603M
Puts
$1.35B
Net Calls
-$749M
Net Calls Change
+$208M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$137M
2
SGI
Swan Global Investments
Colorado
+$106M
3
Barclays
Barclays
United Kingdom
+$82M
4
PCM
Price Capital Management
Louisiana
+$63.4M
5
Wells Fargo
Wells Fargo
California
+$62M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$494M
2
Deutsche Bank
Deutsche Bank
Germany
-$319M
3
N
Natixis
France
-$204M
4
Goldman Sachs
Goldman Sachs
New York
-$187M
5
Nomura Holdings
Nomura Holdings
Japan
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMO
701
Covenant Multifamily Offices
Texas
$5K +$5K +90 New
NWA
702
New World Advisors
Massachusetts
$5K +$5K +91 New
AIC
703
Archer Investment Corporation
Indiana
$4K +$4K +71 New
JPLA
704
Joseph P. Lucia & Associates
New York
$3.77K +$3.77K +217,659 New
GT
705
Glenmede Trust
Pennsylvania
$3.36K -$100 -1,716 -3%
TAIM
706
TD Ameritrade Investment Management
Nebraska
$3K -$126K -1,850 -98%
SMFS
707
Squar Milner Financial Services
California
$3K – – –
PCM
708
Princeton Capital Management
New Jersey
$3K – – –
WCM
709
Whitener Capital Management
North Carolina
$3K – – –
RIA
710
RPG Investment Advisory
California
$3K – – –
LA
711
Legacy Advisors
Pennsylvania
$3K +$3K +52 New
NCM
712
Nelson Capital Management
California
$2K – – –
AIL
713
AGF Investments LLC
Ontario, Canada
$1K – – –
RFM
714
Royal Fund Management
Florida
$1K – – –
Koshinski Asset Management
715
Koshinski Asset Management
Illinois
$546 -$28 -474 -5%
MC
716
Muzinich & Co
New York
$410 -$301 -5,177 -42%
Nomura Holdings
717
Nomura Holdings
Japan
– -$119M -2,234,904 Closed
DA
718
Duality Advisers
Florida
– -$36.5M -689,950 Closed
OFM
719
Okumus Fund Management
Cayman Islands
– -$31.7M -598,486 Closed
Capital Fund Management (CFM)
720
Capital Fund Management (CFM)
France
– -$8.24M -155,683 Closed
Alyeska Investment Group
721
Alyeska Investment Group
Illinois
– -$7.95M -150,149 Closed
MTB
722
Mizuho Trust & Banking
Japan
– -$6.88M -130,000 Closed
CCMG
723
Clark Capital Management Group
Pennsylvania
– -$6.23M -117,686 Closed
ECM
724
Element Capital Management
New York
– -$5.31M -100,406 Closed
CG
725
Cutler Group
California
– -$3.05M -57,586 Closed
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