XLU icon

Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

388 hedge funds and large institutions have $6.57B invested in Utilities Select Sector SPDR Fund in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 138 increasing their positions, 159 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-16
Holders Change %
-3.96%
% of All Funds
11.27%
Holding in Top 10
16
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-44.83%
% of All Funds
0.46%
New
28
Increased
138
Reduced
159
Closed
43
Calls
$288M
Puts
$581M
Net Calls
-$292M
Net Calls Change
-$151M

Top Buyers

1
Citigroup
1
Citigroup
New York
$285M
2
CS
2
Credit Suisse
Switzerland
$391M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.03B
4
CA
4
Commerzbank Aktiengesellschaft
Germany
$716M
5
MAA
5
Managed Account Advisors
New Jersey
$107M

Top Sellers

1
EA
1
Euclid Advisors
Connecticut
$0
2
Bank of America
2
Bank of America
North Carolina
$364M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$43M
4
Barclays
4
Barclays
United Kingdom
$618M
5
AII
5
AGF Investments Inc
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
51
Longer Investments
Arkansas
$7.35M +$1.89M +44,925 +35%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$7.21M +$648K +15,400 +10%
B
53
Baird
Wisconsin
$7.1M -$4.38M -104,115 -38%
SLF
54
Sun Life Financial
Ontario, Canada
$6.96M -$289K -6,877 -4%
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$6.82M +$6.33M +150,481 +1,312%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$6.5M -$1.65M -39,226 -20%
NCM
57
Nelson Capital Management
California
$6.18M +$131K +3,102 +2%
SIA
58
Spruce Investment Advisors
Connecticut
$6.06M +$6.06M +144,022 New
Edgewood Management
59
Edgewood Management
Connecticut
$5.95M -$84.2K -2,000 -1%
VAM
60
Verity Asset Management
North Carolina
$5.93M +$2.38M +56,664 +67%
CFB
61
Cullen/Frost Bankers
Texas
$5.69M -$67K -1,591 -1%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$5.6M -$866K -20,579 -13%
BPBT
63
Boston Private Bank & Trust
Massachusetts
$5.52M -$355K -8,423 -6%
AIA
64
Alerus Investment Advisors
Minnesota
$5.25M +$57.1K +1,357 +1%
DCC
65
Dow Chemical Company
Michigan
$4.99M -$24.6M -585,192 -83%
N
66
Natixis
France
$4.99M +$4.99M +118,500 New
WCM
67
Weatherstone Capital Management
Colorado
$4.71M -$3.31M -78,593 -41%
CPS
68
Counsel Portfolio Services
Ontario, Canada
$4.61M +$387K +9,189 +9%
MC
69
Martin & Co
Tennessee
$4.6M -$1.92M -45,595 -29%
ACM
70
Aviance Capital Management
Florida
$4.58M +$873K +20,752 +24%
UF
71
Univest Financial
Pennsylvania
$4.38M +$41.9K +995 +1%
Capital Fund Management (CFM)
72
Capital Fund Management (CFM)
France
$4.37M +$4.37M +103,841 New
BII
73
Bainco International Investors
Massachusetts
$4.37M +$34.7K +825 +0.8%
GT
74
Glenmede Trust
Pennsylvania
$4.33M -$69.4K -1,650 -2%
PWPCM
75
Perella Weinberg Partners Capital Management
New York
$4.23M -$9.16M -222,071 -68%
1 2
3
4 5