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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

834 hedge funds and large institutions have $7.58B invested in Utilities Select Sector SPDR Fund in 2020 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 274 increasing their positions, 304 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
-16
Holders Change %
-1.88%
% of All Funds
18.42%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
1.08%
New
120
Increased
274
Reduced
304
Closed
124
Calls
$1.2B
Puts
$1.04B
Net Calls
+$166M
Net Calls Change
+$982M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$178M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$207M
3
Jane Street
Jane Street
New York
$132M
4
Bank of America
Bank of America
North Carolina
$1.11B
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$81.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$499M
2
PP
Prudential plc
United Kingdom
$0
3
Two Sigma Advisers
Two Sigma Advisers
New York
$124M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$123M
5
N
Natixis
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
826
Bay Harbor Wealth Management
Maryland
$2K +$2K +32 New
BWA
827
Burt Wealth Advisors
Maryland
$2K +$2K +32 New
WA
828
WBH Advisory
Maryland
$1.98K +$68 +1,219 +4%
WQ
829
Wealth Quarterback
New Jersey
$1.22K -$1.4K -102 -53%
RFM
830
Royal Fund Management
Florida
$1K -$4.65K -158 -82%
SIM
831
Sonora Investment Management
Arizona
$1K – – –
CCM
832
Covington Capital Management
California
$1K +$1K +25 New
WIM
833
Westside Investment Management
California
$50 +$50 +905 New
PP
834
Prudential plc
United Kingdom
– -$219M -3,388,990 Closed
N
835
Natixis
France
– -$148M -2,285,972 Closed
RIG
836
RiverFront Investment Group
Virginia
– -$35.8M -554,552 Closed
DCC
837
Dow Chemical Company
Michigan
– -$29.1M -450,212 Closed
QIM
838
Quantitative Investment Management
Virginia
– -$20M -309,435 Closed
Renaissance Technologies
839
Renaissance Technologies
New York
– -$12.5M -193,600 Closed
CA
840
Cumberland Advisors
Florida
– -$9.47M -146,600 Closed
DA
841
Duality Advisers
Florida
– -$9.22M -142,596 Closed
Qube Research & Technologies (QRT)
842
Qube Research & Technologies (QRT)
United Kingdom
– -$8.82M -136,538 Closed
MWM
843
Moulton Wealth Management
Washington
– -$7.36M -115,106 Closed
Allianz Asset Management
844
Allianz Asset Management
Germany
– -$7.06M -109,187 Closed
Thrivent Financial for Lutherans
845
Thrivent Financial for Lutherans
Minnesota
– -$5.56M -86,090 Closed
MTB
846
Mizuho Trust & Banking
Japan
– -$5.17M -80,000 Closed
HIM
847
Hanlon Investment Management
New Jersey
– -$4.52M -69,906 Closed
FF
848
Friedenthal Financial
New Jersey
– -$4.46M -68,995 Closed
IMC Chicago
849
IMC Chicago
Illinois
– -$3.69M -57,089 Closed
Wellington Management Group
850
Wellington Management Group
Massachusetts
– -$3.59M -55,541 Closed
32 33
34
35 36