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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

362 hedge funds and large institutions have $5.45B invested in Utilities Select Sector SPDR Fund in 2013 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 103 increasing their positions, 138 reducing their positions, and 45 closing their positions.

Holders
362
Holders Change
+32
Holders Change %
+9.7%
% of All Funds
10.51%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.61%
New
80
Increased
103
Reduced
138
Closed
45
Calls
$212M
Puts
$270M
Net Calls
-$58.2M
Net Calls Change
-$745M

Top Buyers

1
Citigroup
1
Citigroup
New York
$702M
2
Goldman Sachs
2
Goldman Sachs
New York
$986M
3
CA
3
Commerzbank Aktiengesellschaft
Germany
$499M
4
Morgan Stanley
4
Morgan Stanley
New York
$502M
5
U
5
UBS
Switzerland
$159M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$3.66M
2
Invesco
2
Invesco
Georgia
$18.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$300M
4
ADEF
4
Adams Diversified Equity Fund
Maryland
$0
5
MSU
5
Maple Securities USA
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DY
76
Dowling & Yahnke
California
$3.42M -$84.1K -2,215 -2%
HJA
77
Hugh Johnson Advisors
New York
$3.32M +$5.96K +157 +0.2%
SSB
78
Sandy Spring Bank
Maryland
$3.29M -$192K -5,063 -6%
MLM
79
Mount Lucas Management
Pennsylvania
$3.28M +$467K +12,296 +17%
Nuveen Asset Management
80
Nuveen Asset Management
Illinois
$3.23M -$4.35M -114,680 -57%
LFM
81
Lumina Fund Management
New York
$3.16M – – –
FFBTD
82
First Financial Bank - Trust Division
Ohio
$3.13M -$327K -8,613 -9%
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$3.03M +$1.19M +31,394 +65%
TRCT
84
Tower Research Capital (TRC)
New York
$2.93M -$959K -25,267 -25%
MIM
85
Macroview Investment Management
Maryland
$2.92M -$404K -10,652 -12%
MBT
86
Monroe Bank & Trust
Michigan
$2.85M -$102K -2,680 -3%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$2.8M +$65.2K +1,718 +2%
GEM
88
Global Endowment Management
North Carolina
$2.75M -$251K -6,600 -8%
MFS
89
MSI Financial Services
Massachusetts
$2.65M +$241K +6,345 +10%
TFA
90
Toth Financial Advisory
Virginia
$2.5M -$78.2K -2,060 -3%
FIG
91
Fusion Investment Group
Pennsylvania
$2.46M +$2.46M +64,691 New
AIG
92
American International Group
New York
$2.44M -$114K -3,000 -4%
CP
93
Cinque Partners
California
$2.42M +$361K +9,502 +17%
EVM
94
Evelyn V. Moreno
$2.32M +$2.32M +61,011 New
NMIFOAC
95
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.28M – – –
RJA
96
Raymond James & Associates
Florida
$2.21M -$817K -21,518 -27%
VKH
97
Virtu KCG Holdings
New York
$2.21M -$1.65M -43,341 -43%
BHWM
98
Bar Harbor Wealth Management
New Hampshire
$2.18M -$51.9K -1,367 -2%
NPC
99
National Planning Corporation
California
$2.17M -$118K -3,113 -5%
CCT
100
Chemung Canal Trust
New York
$2.11M +$87.5K +2,306 +4%
2 3
4
5 6