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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

457 hedge funds and large institutions have $5.65B invested in Utilities Select Sector SPDR Fund in 2015 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 149 increasing their positions, 165 reducing their positions, and 67 closing their positions.

Holders
457
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
12.19%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.77%
New
71
Increased
149
Reduced
165
Closed
67
Calls
$510M
Puts
$866M
Net Calls
-$355M
Net Calls Change
+$384M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$893M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$226M
3
Bank of America
3
Bank of America
North Carolina
$319M
4
MAA
4
Managed Account Advisors
New Jersey
$242M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$75.9M

Top Sellers

1
EA
1
Euclid Advisors
Connecticut
$0
2
CS
2
Credit Suisse
Switzerland
$145M
3
Morgan Stanley
3
Morgan Stanley
New York
$292M
4
Barclays
4
Barclays
United Kingdom
$296M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$52.7M
Name Market Value Shares Shares
Change 		Shares
Change %
GA
76
Giralda Advisors
New York
$6.64M 149,390 -25,160 -14%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$6.62M 149,058 -9,433 -6%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$6.59M 148,200 – –
NCM
79
Nelson Capital Management
California
$6.45M 145,152 -4,739 -3%
UFA
80
US Financial Advisors
Massachusetts
$6.37M 143,427 +2,409 +2%
Edgewood Management
81
Edgewood Management
Connecticut
$6.28M 141,254 -1 -0%
TH
82
Timber Hill
Connecticut
$6.12M 137,742 +137,742 New
Capital Fund Management (CFM)
83
Capital Fund Management (CFM)
France
$6.08M 136,721 +136,721 New
CPS
84
Counsel Portfolio Services
Ontario, Canada
$5.35M 120,364 +5,015 +4%
BPBT
85
Boston Private Bank & Trust
Massachusetts
$5.16M 116,172 -8,509 -7%
KCM
86
Karp Capital Management
California
$5.07M 114,011 -1,870 -2%
HAM
87
Hillswick Asset Management
Connecticut
$5.03M 113,253 – –
GHA
88
GW Henssler & Associates
Georgia
$5.03M 113,187 +113,187 New
MC
89
Martin & Co
Tennessee
$4.92M 110,747 -30 -0%
JG
90
Jefferies Group
New York
$4.9M 110,386 +79,886 +262%
BCM
91
BlueCrest Capital Management
Jersey
$4.87M 109,487 +109,487 New
FFBTD
92
First Financial Bank - Trust Division
Ohio
$4.84M 108,836 +15,187 +16%
TD Asset Management
93
TD Asset Management
Ontario, Canada
$4.61M 103,800 – –
MFS
94
MSI Financial Services
Massachusetts
$4.56M 102,690 +25,674 +33%
UF
95
Univest Financial
Pennsylvania
$4.52M 101,654 -3,279 -3%
AC
96
AFAM Capital
Texas
$4.42M 99,580 +99,580 New
HJA
97
Hugh Johnson Advisors
New York
$4.27M 96,127 -1,048 -1%
AIG
98
American International Group
New York
$4.27M 96,051 -135,566 -59%
GT
99
Glenmede Trust
Pennsylvania
$4.23M 95,273 -3,526 -4%
WIC
100
Woodmont Investment Counsel
Tennessee
$3.89M 87,575 +56,655 +183%
2 3
4
5 6