XLU icon

Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

330 hedge funds and large institutions have $3.71B invested in Utilities Select Sector SPDR Fund in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 151 reducing their positions, and 52 closing their positions.

Holders
330
Holders Change
-15
Holders Change %
-4.35%
% of All Funds
10.7%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.42%
New
41
Increased
92
Reduced
151
Closed
52
Calls
$1.33B
Puts
$647M
Net Calls
+$686M
Net Calls Change
+$760M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$412M
2
Goldman Sachs
2
Goldman Sachs
New York
$508M
3
Bank of America
3
Bank of America
North Carolina
$436M
4
Morgan Stanley
4
Morgan Stanley
New York
$349M
5
CS
5
Credit Suisse
Switzerland
$81M

Top Sellers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$140M
2
EA
2
Euclid Advisors
Connecticut
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$14.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$317M
5
Citigroup
5
Citigroup
New York
$86.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FFBTD
76
First Financial Bank - Trust Division
Ohio
$3.4M 91,086 -553 -0.6%
TAIM
77
TD Ameritrade Investment Management
Nebraska
$3.39M 90,570 +21,543 +31%
MIM
78
Macroview Investment Management
Maryland
$3.27M 87,477 -27,376 -24%
HJA
79
Hugh Johnson Advisors
New York
$3.27M 87,361 -93,079 -52%
BCM
80
BBT Capital Management
Texas
$3.21M 85,761 +32,949 +62%
GH
81
GAM Holding
Switzerland
$3.18M 85,000 – –
LFM
82
Lumina Fund Management
New York
$3.11M 83,200 – –
RJA
83
Raymond James & Associates
Florida
$2.98M 79,739 -58,055 -42%
GEM
84
Global Endowment Management
North Carolina
$2.95M 79,000 -9,066 -10%
MBT
85
Monroe Bank & Trust
Michigan
$2.9M 77,625 +322 +0.4%
MLM
86
Mount Lucas Management
Pennsylvania
$2.77M 74,204 +3,764 +5%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$2.69M 71,930 +9,035 +14%
William Blair & Company
88
William Blair & Company
Illinois
$2.57M 68,881 -14,591 -17%
IT
89
Investors Trust
Texas
$2.55M 68,121 -7,147 -9%
TFA
90
Toth Financial Advisory
Virginia
$2.54M 67,881 -215 -0.3%
AIG
91
American International Group
New York
$2.51M 67,167 -39,580 -37%
MFS
92
MSI Financial Services
Massachusetts
$2.37M 63,523 -22,970 -27%
ICMC
93
Intrepid Capital Management (Connecticut)
Connecticut
$2.35M 63,000 – –
GCM
94
Graham Capital Management
Connecticut
$2.35M 63,000 +63,000 New
WA
95
WFG Advisors
Texas
$2.33M 62,463 -4,585 -7%
AIM
96
Acropolis Investment Management
Missouri
$2.32M 62,032 -13,898 -18%
SAG
97
Sterne Agee Group
Alabama
$2.29M 61,400 – –
NPC
98
National Planning Corporation
California
$2.24M 60,229 +27,753 +85%
NMIFOAC
99
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.24M 60,000 – –
TCM
100
Talara Capital Management
New Jersey
$2.24M 60,000 +60,000 New
2 3
4
5 6