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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

506 hedge funds and large institutions have $6.16B invested in Utilities Select Sector SPDR Fund in 2016 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 106 increasing their positions, 214 reducing their positions, and 80 closing their positions.

Holders
506
Holders Change
+4
Holders Change %
+0.8%
% of All Funds
12.67%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.53%
New
92
Increased
106
Reduced
214
Closed
80
Calls
$731M
Puts
$1.87B
Net Calls
-$1.14B
Net Calls Change
-$141M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$421M
2
CS
2
Credit Suisse
Switzerland
$318M
3
ERSOT
3
Employees Retirement System of Texas
Texas
$60.3M
4
MCM
4
Moore Capital Management
New York
$53.2M
5
HI
5
Honeywell International
North Carolina
$48.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$721M
2
Citigroup
2
Citigroup
New York
$461M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$187M
4
Wells Fargo
4
Wells Fargo
California
$78.9M
5
LPL Financial
5
LPL Financial
California
$36.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$10.4M 221,598 -108,136 -33%
MLM
52
Mount Lucas Management
Pennsylvania
$10.3M 211,225 -18,440 -8%
UCFA
53
United Capital Financial Advisors
Texas
$10.2M 209,725 -65,479 -24%
CIA
54
Capital Investment Advisors
Georgia
$9.9M 203,766 -11,628 -5%
QIM
55
Quest Investment Management
Oregon
$9.77M 201,140 – –
RMPT
56
Raytheon Master Pension Trust
Massachusetts
$9.65M 198,688 – –
GI
57
Glovista Investments
New Jersey
$9.32M 191,938 +191,938 New
SMG
58
Spectrum Management Group
Indiana
$9.31M 191,580 -288,610 -60%
RJA
59
Raymond James & Associates
Florida
$8.95M 184,246 -92,985 -34%
AF
60
Alerus Financial
North Dakota
$8.82M 181,535 +7,578 +4%
Millennium Management
61
Millennium Management
New York
$8.51M 175,300 +175,300 New
AF
62
Ally Financial
Michigan
$8.01M 165,000 +165,000 New
Renaissance Technologies
63
Renaissance Technologies
New York
$7.16M 147,400 +126,200 +595%
NCM
64
Nelson Capital Management
California
$6.93M 142,631 -4,659 -3%
MFS
65
MSI Financial Services
Massachusetts
$6.85M 141,063 -59,717 -30%
MIFH
66
Migdal Insurance & Financial Holdings
Israel
$6.42M 132,310 +85,310 +182%
AG
67
Advisor Group
Arizona
$6.31M 129,909 -23,031 -15%
BWM
68
Biltmore Wealth Management
Arizona
$6.27M 129,126 -96,035 -43%
Edgewood Management
69
Edgewood Management
Connecticut
$5.98M 123,135 -2,500 -2%
CG
70
Cutler Group
California
$5.77M 118,864 +19,791 +20%
Ameriprise
71
Ameriprise
Minnesota
$5.73M 117,671 -53,254 -31%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$5.64M 116,029 -36,287 -24%
TAM
73
Tocqueville Asset Management
New York
$5.55M 114,327 +13,035 +13%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$5.29M 108,990 -39,629 -27%
UF
75
Univest Financial
Pennsylvania
$5.27M 108,460 -6,267 -5%
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