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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

754 hedge funds and large institutions have $9.19B invested in Utilities Select Sector SPDR Fund in 2019 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 265 increasing their positions, 245 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+37
Holders Change %
+5.16%
% of All Funds
16.4%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.83%
New
108
Increased
265
Reduced
245
Closed
57
Calls
$876M
Puts
$1.35B
Net Calls
-$470M
Net Calls Change
+$279M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$995M
2
FMI
Factory Mutual Insurance
Massachusetts
$194M
3
Citigroup
Citigroup
New York
$351M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$327M
5
Bank of America
Bank of America
North Carolina
$1.16B

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$708M
2
SGI
Swan Global Investments
Colorado
$257M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
$4.88M
4
PP
Paloma Partners
Connecticut
$5.54M
5
Two Sigma Investments
Two Sigma Investments
New York
$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWPCG
776
Measured Wealth Private Client Group
New Hampshire
– -$426K -7,317 Closed
MC
777
Muzinich & Co
New York
– -$410 -7,053 Closed
GIA
778
Gladstone Institutional Advisory
Florida
– -$356K -6,111 Closed
BCM
779
BlueCrest Capital Management
Jersey
– -$336K -5,770 Closed
DADC
780
D.A. Davidson & Co
Montana
– -$317K -5,506 Closed
LNB
781
Ledyard National Bank
– -$272K -4,669 Closed
AAS
782
Annex Advisory Services
Wisconsin
– -$262K -4,503 Closed
BCP
783
Berkeley Capital Partners
Georgia
– -$243K -4,170 Closed
CG
784
Caprock Group
Idaho
– -$219K -3,765 Closed
WAM
785
Wealthspire Advisors (Maryland)
Maryland
– -$205K -3,532 Closed
SIA
786
Strategic Investment Advisors
Michigan
– -$205K -3,527 Closed
SAM
787
Silphium Asset Management
United Kingdom
– -$204K -3,500 Closed
CI Investments Inc
788
CI Investments Inc
Ontario, Canada
– -$190K -3,270 Closed
LC
789
Lavaca Capital
Texas
– -$167K -2,872 Closed
PPFA
790
Provida Pension Fund Administrator
Chile
– -$162K -2,792 Closed
BHWM
791
Bay Harbor Wealth Management
Maryland
– -$107K -1,844 Closed
RCA
792
Rowland Carmichael Advisors
Arizona
– -$98K -1,681 Closed
NSIM
793
North Star Investment Management
Illinois
– -$87K -1,502 Closed
BBNA
794
Bremer Bank National Association
Minnesota
– -$82K -1,393 Closed
FHB
795
First Hawaiian Bank
Hawaii
– -$61K -1,057 Closed
WCM
796
WealthBridge Capital Management
Ohio
– -$40K -700 Closed
MFW
797
Mosaic Family Wealth
Missouri
– -$35K -600 Closed
AA
798
Advisory Alpha
Michigan
– -$29.2K -513 Closed
SL
799
Salomon & Ludwin
Virginia
– -$23K -400 Closed
First Manhattan
800
First Manhattan
New York
– -$21K -375 Closed
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