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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

534 hedge funds and large institutions have $6.26B invested in Utilities Select Sector SPDR Fund in 2016 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 177 increasing their positions, 210 reducing their positions, and 43 closing their positions.

Holders
534
Holders Change
+10
Holders Change %
+1.91%
% of All Funds
14.27%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
1.07%
New
58
Increased
177
Reduced
210
Closed
43
Calls
$818M
Puts
$1.23B
Net Calls
-$415M
Net Calls Change
+$320M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$969M
2
Citigroup
2
Citigroup
New York
$370M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$53.4M
4
CS
4
Credit Suisse
Switzerland
$210M
5
SG
5
Societe Generale
$41.9M

Top Sellers

1
TAF
1
Tredje AP-fonden
Sweden
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$549M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$170M
4
Goldman Sachs
4
Goldman Sachs
New York
$690M
5
LPL Financial
5
LPL Financial
California
$69M
Name Market Value Shares Shares
Change 		Shares
Change %
Nomura Holdings
51
Nomura Holdings
Japan
$15.4M 296,000 +293,040 +9,900%
LM
52
Luminus Management
Texas
$15.4M 293,000 +254,000 +651%
Lido Advisors
53
Lido Advisors
California
$15.3M 290,813 +24,033 +9%
FIG
54
FundX Investment Group
California
$14.9M 284,585 +9,865 +4%
UCFA
55
United Capital Financial Advisors
Texas
$14.4M 276,147 +51,369 +23%
KWILP
56
Kiwi Wealth Investments Limited Partnership
New Zealand
$14.3M 272,824 +111,477 +69%
PWM
57
Patriot Wealth Management
Texas
$14.3M 271,703 +6,560 +2%
TRCT
58
Tower Research Capital (TRC)
New York
$14M 267,046 +219,557 +462%
FMLI
59
Fukoku Mutual Life Insurance
Japan
$14M 267,000 – –
MFBTD
60
MB Financial Bank - Trust Department
Illinois
$13.6M 259,346 +2,755 +1%
RIM
61
Rampart Investment Management
Connecticut
$13.3M 253,893 -7,986 -3%
CIA
62
Capital Investment Advisors
Georgia
$13.1M 249,508 -17,796 -7%
JG
63
Jefferies Group
New York
$13M 247,969 +184,569 +291%
MPM
64
Meritage Portfolio Management
Kansas
$12.8M 243,833 -4,310 -2%
MCM
65
Moore Capital Management
New York
$12.8M 243,000 -414,000 -63%
CI
66
Cavalier Investments
Georgia
$12.4M 236,265 +222,655 +1,636%
SG
67
Swarthmore Group
Pennsylvania
$12.4M 236,225 -164,800 -41%
MLM
68
Mount Lucas Management
Pennsylvania
$12.2M 231,650 -72,499 -24%
BWM
69
Biltmore Wealth Management
Arizona
$11.9M 227,596 +2,318 +1%
PPFA
70
Provida Pension Fund Administrator
Chile
$11.8M 224,781 – –
QA
71
Quantitative Advantage
Minnesota
$11.4M 216,378 -6,044 -3%
AWM
72
Affinity Wealth Management
Delaware
$11.2M 214,274 -109,762 -34%
GA
73
Giralda Advisors
New York
$11.1M 210,600 -19,000 -8%
TAIM
74
TD Ameritrade Investment Management
Nebraska
$10.8M 206,575 -2,770 -1%
QIM
75
Quest Investment Management
Oregon
$10.6M 201,140 – –
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