XLU icon

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 %
SSB
101
Sandy Spring Bank
Maryland
$3.77M 84,867 +2,230 +3%
NB
102
NBT Bank
New York
$3.73M 84,002 -1,677 -2%
IF
103
IRON Financial
Illinois
$3.7M 83,153 +83,153 New
TFA
104
Toth Financial Advisory
Virginia
$3.62M 81,415 +4,934 +6%
Millennium Management
105
Millennium Management
New York
$3.6M 81,100 +48,794 +151%
AWE
106
Avidian Wealth Enterprises
Texas
$3.59M 80,731 +80,731 New
LFM
107
Lumina Fund Management
New York
$3.49M 78,500 – –
DY
108
Dowling & Yahnke
California
$3.41M 76,837 -3,124 -4%
MBT
109
Monroe Bank & Trust
Michigan
$3.35M 75,306 -2,669 -3%
BII
110
Bainco International Investors
Massachusetts
$3.21M 72,320 -33,000 -31%
MCM
111
Manchester Capital Management
Vermont
$3.09M 69,497 -24,864 -26%
CB
112
Chemical Bank
Michigan
$3.09M 69,494 -1,510 -2%
WMSA
113
Weiss Multi-Strategy Advisers
New York
$3M 67,448 +67,448 New
TC
114
Trust Company
Kansas
$2.97M 66,922 +66,922 New
SFG
115
SNS Financial Group
Minnesota
$2.94M 66,054 +66,054 New
Tudor Investment Corp
116
Tudor Investment Corp
Connecticut
$2.78M 62,479 +62,479 New
IP
117
Investment Partners
Ohio
$2.7M 60,714 +12 +0%
NMIFOAC
118
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.67M 60,000 – –
LCM
119
Leonard Capital Management
Florida
$2.67M 60,000 +60,000 New
FMP
120
Financial Management Professionals
Texas
$2.65M 59,579 +59,579 New
William Blair & Company
121
William Blair & Company
Illinois
$2.63M 59,213 +1,929 +3%
I2I
122
Insight 2811 Inc
Illinois
$2.54M 57,201 -2,758 -5%
MCM
123
Murphy Capital Management
New Jersey
$2.5M 56,219 -5,795 -9%
P
124
PhaseCapital
New York
$2.48M 55,881 -115,525 -67%
GEM
125
Global Endowment Management
North Carolina
$2.46M 55,400 +33,000 +147%
3 4
5
6 7