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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 %
WP
726
WealthSource Partners
California
– -$2.83M -53,501 Closed
Rafferty Asset Management
727
Rafferty Asset Management
New York
– -$2.81M -53,175 Closed
SCCM
728
Schafer Cullen Capital Management
New York
– -$2.36M -44,618 Closed
JGC
729
J. Goldman & Co
New York
– -$2.28M -43,046 Closed
VAM
730
Verity Asset Management
North Carolina
– -$1.89M -35,728 Closed
ZIG
731
Zurich Insurance Group
Switzerland
– -$1.88M -35,589 Closed
SGCA
732
Steel Grove Capital Advisors
Tennessee
– -$1.7M -32,165 Closed
AGA
733
Accuvest Global Advisors
Utah
– -$1.68M -31,717 Closed
AC
734
Aristeia Capital
Connecticut
– -$1.48M -27,970 Closed
Simplex Trading
735
Simplex Trading
Illinois
– -$1.36M -25,727 Closed
ICM
736
Ionic Capital Management
New York
– -$1.35M -25,500 Closed
Allianz Asset Management
737
Allianz Asset Management
Germany
– -$1.32M -24,900 Closed
Walleye Trading
738
Walleye Trading
New York
– -$1.28M -24,220 Closed
MWM
739
MinichMacGregor Wealth Management
New York
– -$1.28M -24,050 Closed
TFA
740
Transamerica Financial Advisors
Florida
– -$1.21M -22,785 Closed
LPC
741
Loeb Partners Corp
New York
– -$1.06M -20,000 Closed
BIA
742
Barry Investment Advisors
Massachusetts
– -$988K -18,678 Closed
BAM
743
Belpointe Asset Management
Nevada
– -$907K -17,146 Closed
TFS
744
Thoroughbred Financial Services
Tennessee
– -$998K -16,576 Closed
CAG
745
Csenge Advisory Group
Florida
– -$818K -15,458 Closed
CWM
746
Centric Wealth Management
Illinois
– -$753K -14,230 Closed
SCC
747
Spring Creek Capital
Kansas
– -$699K -13,205 Closed
CI
748
Clal Insurance
Israel
– -$529K -10,000 Closed
SM
749
SG3 Management
Puerto Rico
– -$529K -10,000 Closed
USGIU
750
U.S. Global Investors (USGI)
Texas
– -$521K -9,838 Closed
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30
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