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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

388 hedge funds and large institutions have $6.57B invested in Utilities Select Sector SPDR Fund in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 138 increasing their positions, 159 reducing their positions, and 43 closing their positions.

Holders
388
Holders Change
-16
Holders Change %
-3.96%
% of All Funds
11.27%
Holding in Top 10
16
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-44.83%
% of All Funds
0.46%
New
28
Increased
138
Reduced
159
Closed
43
Calls
$288M
Puts
$581M
Net Calls
-$292M
Net Calls Change
-$151M

Top Buyers

1
Citigroup
1
Citigroup
New York
$285M
2
CS
2
Credit Suisse
Switzerland
$391M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.03B
4
CA
4
Commerzbank Aktiengesellschaft
Germany
$716M
5
MAA
5
Managed Account Advisors
New Jersey
$107M

Top Sellers

1
EA
1
Euclid Advisors
Connecticut
$0
2
Bank of America
2
Bank of America
North Carolina
$364M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$43M
4
Barclays
4
Barclays
United Kingdom
$618M
5
AII
5
AGF Investments Inc
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HJA
76
Hugh Johnson Advisors
New York
$4.05M +$140K +3,323 +4%
IFWM
77
Institute for Wealth Management
Colorado
$3.93M -$279K -6,626 -7%
MCM
78
Manchester Capital Management
Vermont
$3.9M -$12.5K -297 -0.3%
JG
79
Jefferies Group
New York
$3.87M +$3.87M +92,000 New
PSI
80
Pinnacle Summer Investments
Virginia
$3.84M +$1.49M +35,291 +63%
FFBTD
81
First Financial Bank - Trust Division
Ohio
$3.84M +$51.5K +1,224 +1%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$3.69M +$240K +5,706 +7%
AIG
83
American International Group
New York
$3.68M +$392K +9,318 +12%
NFG
84
Next Financial Group
Texas
$3.65M +$3.65M +86,714 New
NB
85
NBT Bank
New York
$3.62M -$394K -9,355 -10%
SSB
86
Sandy Spring Bank
Maryland
$3.48M -$111K -2,630 -3%
DY
87
Dowling & Yahnke
California
$3.46M -$79.7K -1,893 -2%
MBT
88
Monroe Bank & Trust
Michigan
$3.38M -$63.2K -1,502 -2%
AWE
89
Avidian Wealth Enterprises
Texas
$3.38M -$3.29M -78,217 -49%
LFM
90
Lumina Fund Management
New York
$3.3M – – –
UAS
91
United Asset Strategies
New York
$3.3M +$254K +6,030 +8%
CP
92
Cinque Partners
California
$3.14M +$630K +14,958 +25%
GEM
93
Global Endowment Management
North Carolina
$3.05M – – –
EVM
94
Evelyn V. Moreno
$3.03M -$38.5K -915 -1%
TFA
95
Toth Financial Advisory
Virginia
$3.02M -$53.3K -1,267 -2%
Nuveen Asset Management
96
Nuveen Asset Management
Illinois
$2.6M +$27.1K +644 +1%
Ameriprise
97
Ameriprise
Minnesota
$2.57M -$13.8M -328,326 -84%
NMIFOAC
98
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.53M – – –
Lazard Asset Management
99
Lazard Asset Management
New York
$2.53M +$2.53M +60,000 New
NPC
100
National Planning Corporation
California
$2.46M +$221K +5,201 +10%
2 3
4
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