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State Street Utilities Select Sector SPDR ETF
XLU

345 hedge funds and large institutions have $3.96B invested in State Street Utilities Select Sector SPDR ETF in 2013 Q2 according to their latest regulatory filings, with 345 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

148.46% more ownership

Funds ownership: 0% → 148.46% (+148%)

15% less call options, than puts

Call options by funds: $411M | Put options by funds: $484M

Holders
345
Holders Change
+345
Holders Change %
–
% of All Funds
11.26%
Holding in Top 10
19
Holding in Top 10 Change
+19
Holding in Top 10 Change %
% of All Funds
0.62%
New
345
Increased
–
Reduced
–
Closed
–
Calls
$411M
Puts
$484M
Net Calls
-$73.2M
Net Calls Change
-$73.2M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
HH
101
Hilltop Holdings
Texas
$2.31M +$2.41M +122,852 New
CCT
102
Chemung Canal Trust
New York
$2.31M +$2.41M +122,750 New
SAG
103
Sterne Agee Group
Alabama
$2.31M +$2.41M +122,800 New
DIP
104
DT Investment Partners
Pennsylvania
$2.27M +$2.36M +120,392 New
HRIA
105
Haberer Registered Investment Advisor
Ohio
$2.26M +$2.35M +120,050 New
NMIFOAC
106
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.26M +$2.35M +120,000 New
BHWM
107
Bar Harbor Wealth Management
New Hampshire
$2.25M +$2.34M +119,538 New
TTWM
108
TCV Trust & Wealth Management
Virginia
$2.11M +$2.2M +112,224 New
OSNBOA
109
Old Second National Bank of Aurora
Illinois
$2.07M +$2.15M +109,916 New
NCM
110
Noesis Capital Mangement
Florida
$2.03M +$2.11M +107,710 New
BCM
111
BBT Capital Management
Texas
$1.99M +$2.07M +105,624 New
BRM
112
Boston Research & Management
Massachusetts
$1.97M +$2.05M +104,604 New
FSIM
113
F-Squared Investment Management
Massachusetts
$1.97M +$2.05M +104,622 New
EM
114
EnTrustPermal Management
New York
$1.96M +$2.04M +104,258 New
BWM
115
Braver Wealth Management
Massachusetts
$1.92M +$2M +101,946 New
CNC
116
Citizens & Northern Corp
Pennsylvania
$1.91M +$1.98M +101,252 New
Chevy Chase Trust
117
Chevy Chase Trust
Maryland
$1.87M +$1.95M +99,452 New
TIM
118
Trident Investment Management
New York
$1.86M +$1.94M +99,054 New
ClearBridge Investments
119
ClearBridge Investments
New York
$1.74M +$1.82M +92,632 New
VAM
120
Visium Asset Management
New York
$1.74M +$1.81M +92,292 New
Truist Financial
121
Truist Financial
North Carolina
$1.72M +$1.8M +91,628 New
PAMU
122
Pictet Asset Management (UK)
United Kingdom
$1.72M +$1.79M +91,200 New
RFC
123
Regions Financial Corp
Alabama
$1.7M +$1.77M +90,378 New
FCI
124
Financial Counselors Inc
Kansas
$1.67M +$1.74M +88,656 New
HighTower Advisors
125
HighTower Advisors
Illinois
$1.65M +$1.72M +87,576 New
3 4
5
6 7

XLU Hedge Fund Activity: Q2 2013 in Review

345 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q2 2013, worth a combined $3.96B.

Buyers outnumbered sellers: 345 funds opened new XLU positions and 0 closed out — a net gain of 345 holders — while 0 added to existing stakes and 0 trimmed.

  • 345 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.96B of State Street Utilities Select Sector SPDR ETF stock for Q2 2013.
  • 345 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q2 2013 and 0 closed out, a net change of +345 holders.

Based on aggregated 13F filings for Q2 2013.