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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

375 hedge funds and large institutions have $6.59B invested in Utilities Select Sector SPDR Fund in 2014 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 139 increasing their positions, 130 reducing their positions, and 38 closing their positions.

Holders
375
Holders Change
+13
Holders Change %
+3.59%
% of All Funds
10.84%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.78%
New
53
Increased
139
Reduced
130
Closed
38
Calls
$219M
Puts
$195M
Net Calls
+$24.7M
Net Calls Change
+$82.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$777M
2
CA
2
Commerzbank Aktiengesellschaft
Germany
$736M
3
Barclays
3
Barclays
United Kingdom
$603M
4
CS
4
Credit Suisse
Switzerland
$248M
5
Citigroup
5
Citigroup
New York
$856M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$641M
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$7.21M
3
SG Americas Securities
3
SG Americas Securities
New York
$41.1M
4
AF
4
Ally Financial
Michigan
$0
5
Invesco
5
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UAS
76
United Asset Strategies
New York
$4.89M +$4.89M +117,981 New
Stifel Financial
77
Stifel Financial
Missouri
$4.81M +$4.81M +115,955 New
NB
78
NBT Bank
New York
$4.78M -$135K -3,245 -3%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$4.67M +$609K +14,686 +15%
PIA
80
Peachtree Investment Advisors
Georgia
$4.65M -$51.4K -1,241 -1%
GT
81
Glenmede Trust
Pennsylvania
$4.36M -$297K -7,173 -6%
UF
82
Univest Financial
Pennsylvania
$4.36M -$940K -22,683 -18%
BII
83
Bainco International Investors
Massachusetts
$4.33M -$45.6K -1,100 -1%
Marshall Wace
84
Marshall Wace
United Kingdom
$4.22M +$4.22M +101,839 New
SFA
85
Sequoia Financial Advisors
Ohio
$4.18M -$1.61M -38,859 -28%
PI
86
Placemark Investments
Illinois
$4.13M +$3.11M +74,987 +303%
MCM
87
Manchester Capital Management
Vermont
$3.83M – – –
DY
88
Dowling & Yahnke
California
$3.69M -$47.7K -1,150 -1%
MIM
89
Macroview Investment Management
Maryland
$3.67M +$482K +11,626 +15%
HJA
90
Hugh Johnson Advisors
New York
$3.65M +$20.8K +501 +0.6%
VAM
91
Verity Asset Management
North Carolina
$3.64M +$3.64M +88,407 New
FFBTD
92
First Financial Bank - Trust Division
Ohio
$3.54M +$119K +2,863 +3%
SSB
93
Sandy Spring Bank
Maryland
$3.52M -$70.8K -1,707 -2%
LFM
94
Lumina Fund Management
New York
$3.45M – – –
MBT
95
Monroe Bank & Trust
Michigan
$3.33M +$224K +5,409 +7%
GH
96
GAM Holding
Switzerland
$3.32M -$829K -20,000 -20%
MLM
97
Mount Lucas Management
Pennsylvania
$3.3M -$289K -6,980 -8%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$3.29M +$238K +5,742 +8%
RJA
99
Raymond James & Associates
Florida
$3.25M +$839K +20,251 +35%
EAM
100
Eclectica Asset Management
United Kingdom
$3.19M +$3.19M +76,950 New
2 3
4
5 6