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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

404 hedge funds and large institutions have $7.26B invested in Utilities Select Sector SPDR Fund in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 140 increasing their positions, 141 reducing their positions, and 26 closing their positions.

Holders
404
Holders Change
+29
Holders Change %
+7.73%
% of All Funds
11.62%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.83%
New
58
Increased
140
Reduced
141
Closed
26
Calls
$110M
Puts
$250M
Net Calls
-$141M
Net Calls Change
-$166M

Top Buyers

1
EA
1
Euclid Advisors
Connecticut
$516M
2
Goldman Sachs
2
Goldman Sachs
New York
$960M
3
Morgan Stanley
3
Morgan Stanley
New York
$913M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$111M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$459M

Top Sellers

1
Citigroup
1
Citigroup
New York
$136M
2
Deutsche Bank
2
Deutsche Bank
Germany
$3.74M
3
CA
3
Commerzbank Aktiengesellschaft
Germany
$675M
4
MCM
4
Moore Capital Management
New York
$5.67M
5
SG Americas Securities
5
SG Americas Securities
New York
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAM
101
Verity Asset Management
North Carolina
$3.73M -$184K -4,163 -5%
DY
102
Dowling & Yahnke
California
$3.72M -$215K -4,858 -5%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$3.63M +$117K +2,649 +3%
MBT
104
Monroe Bank & Trust
Michigan
$3.62M +$68.1K +1,538 +2%
GH
105
GAM Holding
Switzerland
$3.54M – – –
LFM
106
Lumina Fund Management
New York
$3.47M -$208K -4,700 -6%
AIG
107
American International Group
New York
$3.46M +$238K +5,373 +7%
MFS
108
MSI Financial Services
Massachusetts
$3.45M +$907K +20,479 +36%
MIAN
109
Mariner Independent Advisor Network
Kansas
$3.27M +$3.27M +73,823 New
TFA
110
Toth Financial Advisory
Virginia
$3.23M +$299K +6,759 +10%
EVM
111
Evelyn V. Moreno
$3.23M +$201K +4,549 +7%
GEM
112
Global Endowment Management
North Carolina
$3.2M – – –
UAS
113
United Asset Strategies
New York
$3.2M -$2.02M -45,631 -39%
HHC
114
Hutchin Hill Capital
New York
$3.09M +$3.09M +69,888 New
MIM
115
Macroview Investment Management
Maryland
$2.79M -$1.13M -25,478 -29%
AC
116
AFAM Capital
Texas
$2.75M +$1.29M +29,244 +89%
Nuveen Asset Management
117
Nuveen Asset Management
Illinois
$2.71M -$606K -13,681 -18%
NMIFOAC
118
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.66M – – –
SFA
119
Sequoia Financial Advisors
Ohio
$2.66M -$1.81M -40,852 -41%
CP
120
Cinque Partners
California
$2.64M +$39.9K +902 +2%
FAM
121
Foothills Asset Management
Arizona
$2.57M +$35.4K +800 +1%
NCM
122
Noesis Capital Mangement
Florida
$2.51M +$102K +2,300 +4%
BHWM
123
Bar Harbor Wealth Management
New Hampshire
$2.48M -$3.19K -72 -0.1%
CCT
124
Chemung Canal Trust
New York
$2.46M – – –
PI
125
Placemark Investments
Illinois
$2.4M -$2.02M -45,596 -46%
3 4
5
6 7