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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

850 hedge funds and large institutions have $9.07B invested in Utilities Select Sector SPDR Fund in 2019 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 262 increasing their positions, 284 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+74
Holders Change %
+9.54%
% of All Funds
16.79%
Holding in Top 10
38
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.39%
% of All Funds
0.75%
New
156
Increased
262
Reduced
284
Closed
71
Calls
$884M
Puts
$1.7B
Net Calls
-$815M
Net Calls Change
-$177M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$245M
2
PP
Prudential plc
United Kingdom
$219M
3
Two Sigma Investments
Two Sigma Investments
New York
$132M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$102M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$111M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$338M
2
Barclays
Barclays
United Kingdom
$102M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$65.4M
4
Goldman Sachs
Goldman Sachs
New York
$663M
5
Bank of America
Bank of America
North Carolina
$1.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
851
Princeton Global Asset Management
New Jersey
$16 – – –
Balyasny Asset Management
852
Balyasny Asset Management
Illinois
– -$130M -2,013,382 Closed
CM
853
Churchill Management
California
– -$63.9M -987,043 Closed
ACM
854
Axel Capital Management
New York
– -$41.2M -774,000 Closed
D.E. Shaw & Co
855
D.E. Shaw & Co
New York
– -$45.3M -700,000 Closed
TEE
856
Tibra Equities Europe
United Kingdom
– -$30M -463,900 Closed
TD Asset Management
857
TD Asset Management
Ontario, Canada
– -$22.1M -342,000 Closed
WAM
858
Weiss Asset Management
Massachusetts
– -$12.9M -200,000 Closed
CI
859
Cavalier Investments
Georgia
– -$12.7M -195,819 Closed
PWAG
860
Polaris Wealth Advisory Group
California
– -$12.1M -189,301 Closed
RWA
861
Redhawk Wealth Advisors
Minnesota
– -$7.5M -115,801 Closed
QA
862
Quantitative Advantage
Minnesota
– -$6.66M -102,839 Closed
UBS AM
863
UBS AM
Illinois
– -$5.74M -88,586 Closed
DWA
864
Dorsey Wright & Associates
California
– -$3.78M -58,442 Closed
QAM
865
Q3 Asset Management
Michigan
– -$3.58M -55,301 Closed
SP
866
Symmetry Partners
Connecticut
– -$3.44M -53,189 Closed
RWP
867
RWA Wealth Partners
Massachusetts
– -$3.16M -48,848 Closed
RA
868
Rational Advisors
New York
– -$3.07M -47,485 Closed
PF
869
Phoenix Financial
Israel
– -$2.13M -34,491 Closed
CA
870
Commerzbank Aktiengesellschaft
Germany
– -$1.97M -30,404 Closed
GAMA
871
Graticule Asia Macro Advisors
New York
– -$1.82M -28,100 Closed
M&T Bank
872
M&T Bank
New York
– -$1.35M -20,911 Closed
G
873
GenTrust
Florida
– -$1.32M -20,335 Closed
CWM
874
Centric Wealth Management
Illinois
– -$1.11M -17,436 Closed
TAS
875
TIFF Advisory Services
Pennsylvania
– -$1.12M -17,224 Closed
33 34
35
36 37