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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

562 hedge funds and large institutions have $8.37B invested in Utilities Select Sector SPDR Fund in 2018 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 208 reducing their positions, and 63 closing their positions.

Holders
562
Holders Change
+5
Holders Change %
+0.9%
% of All Funds
12.88%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.6%
New
73
Increased
159
Reduced
208
Closed
63
Calls
$484M
Puts
$1.23B
Net Calls
-$743M
Net Calls Change
-$930M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.71B
2
UBS Group
2
UBS Group
Switzerland
$657M
3
Deutsche Bank
3
Deutsche Bank
Germany
$381M
4
QIM
4
Quantitative Investment Management
Virginia
$181M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$268M

Top Sellers

1
Citigroup
1
Citigroup
New York
$479M
2
Morgan Stanley
2
Morgan Stanley
New York
$475M
3
CS
3
Credit Suisse
Switzerland
$6.47M
4
ECM
4
Element Capital Management
New York
$0
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
76
Level Four Advisory Services
Texas
$7.17M +$265K +5,108 +4%
SG
77
Swarthmore Group
Pennsylvania
$6.7M +$6.7M +129,000 New
CS
78
Credit Suisse
Switzerland
$6.47M -$109M -2,090,175 -94%
WCG
79
Wall Capital Group
Arizona
$6.15M -$300K -5,770 -5%
Edgewood Management
80
Edgewood Management
Connecticut
$5.98M – – –
IA
81
IFP Advisors
Florida
$5.95M +$2.59M +49,815 +77%
GHA
82
GW Henssler & Associates
Georgia
$5.76M -$108K -2,072 -2%
MPM
83
Meritage Portfolio Management
Kansas
$5.53M -$4.98M -95,915 -47%
AG
84
Advisor Group
Arizona
$5.42M -$1.19M -22,846 -18%
Wolverine Trading
85
Wolverine Trading
Illinois
$5.33M – – –
UF
86
Univest Financial
Pennsylvania
$5.27M -$229K -4,416 -4%
BWM
87
Biltmore Wealth Management
Arizona
$5.12M -$118K -2,266 -2%
GEM
88
Global Endowment Management
North Carolina
$5.11M – – –
Balyasny Asset Management
89
Balyasny Asset Management
Illinois
$5.01M -$7.22M -138,920 -59%
Rafferty Asset Management
90
Rafferty Asset Management
New York
$5M -$2.12M -40,761 -30%
SSA
91
Schonfeld Strategic Advisors
New York
$4.99M +$4.99M +96,061 New
MC
92
Martin & Co
Tennessee
$4.84M +$129K +2,476 +3%
MML Investors Services
93
MML Investors Services
Massachusetts
$4.8M -$849K -16,346 -15%
HJA
94
Hugh Johnson Advisors
New York
$4.63M +$66.7K +1,284 +1%
MCM
95
Murphy Capital Management
New Jersey
$4.59M -$43.9K -845 -0.9%
CTB
96
Country Trust Bank
Illinois
$4.53M +$4.48M +86,203 +8,823%
NMIFOAC
97
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$4.42M – – –
SB
98
Suntrust Banks
Georgia
$4.3M +$318K +6,121 +8%
RWP
99
RWA Wealth Partners
Massachusetts
$4.18M +$4.18M +80,444 New
MBT
100
Monroe Bank & Trust
Michigan
$3.94M +$211K +4,055 +6%
2 3
4
5 6