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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

423 hedge funds and large institutions have $5.51B invested in Utilities Select Sector SPDR Fund in 2015 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 128 increasing their positions, 186 reducing their positions, and 57 closing their positions.

Holders
423
Holders Change
-34
Holders Change %
-7.44%
% of All Funds
11.41%
Holding in Top 10
16
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-44.83%
% of All Funds
0.43%
New
33
Increased
128
Reduced
186
Closed
57
Calls
$162M
Puts
$314M
Net Calls
-$152M
Net Calls Change
+$204M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$508M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$171M
3
Citigroup
3
Citigroup
New York
$199M
4
Barclays
4
Barclays
United Kingdom
$340M
5
William Blair & Company
5
William Blair & Company
Illinois
$58.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$22.8M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$4.56M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
HHC
4
Hutchin Hill Capital
New York
$12.1M
5
Bank of America
5
Bank of America
North Carolina
$268M
Name Market Value Shares Shares
Change 		Shares
Change %
ST
101
Spot Trading
Illinois
$2.82M 67,940 +67,940 New
CB
102
Chemical Bank
Michigan
$2.81M 67,819 -1,675 -2%
MCM
103
Manchester Capital Management
Vermont
$2.69M 64,879 -4,618 -7%
NMIFOAC
104
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.49M 60,000 – –
LCM
105
Leonard Capital Management
Florida
$2.49M 60,000 – –
IP
106
Investment Partners
Ohio
$2.46M 59,226 -1,488 -2%
RJA
107
Raymond James & Associates
Florida
$2.35M 56,690 -160,870 -74%
VBCP
108
Vollero Beach Capital Partners
New York
$2.33M 56,260 +56,260 New
VKH
109
Virtu KCG Holdings
New York
$2.31M 55,608 +13,827 +33%
FAAS
110
First Allied Advisory Services
California
$2.3M 55,544 +960 +2%
GEM
111
Global Endowment Management
North Carolina
$2.3M 55,400 – –
LCS
112
Levin Capital Strategies
New York
$2.3M 55,375 +30,000 +118%
BHWM
113
Bar Harbor Wealth Management
New Hampshire
$2.28M 55,037 -274 -0.5%
CIBC World Market
114
CIBC World Market
Ontario, Canada
$2.27M 54,850 +50,100 +1,055%
PCTC
115
Perkins Coie Trust Company
Washington
$2.2M 53,166 -532 -1%
SWM
116
Segment Wealth Management
Texas
$2.13M 51,370 +2,008 +4%
OC
117
Oakworth Capital
Alabama
$2.11M 47,946 +5,591 +13%
CCT
118
Chemung Canal Trust
New York
$1.96M 47,306 – –
LDB
119
Lee, Danner & Bass
Tennessee
$1.94M 46,786 -2,285 -5%
BAC
120
Boys Arnold & Co
North Carolina
$1.93M 46,467 -1,005 -2%
NCM
121
Noesis Capital Mangement
Florida
$1.92M 46,310 +100 +0.2%
TTWM
122
TCV Trust & Wealth Management
Virginia
$1.9M 45,711 -920 -2%
MCM
123
Murphy Capital Management
New Jersey
$1.86M 44,944 -11,275 -20%
HF
124
HRT Financial
New York
$1.86M 44,827 +44,827 New
WCM
125
Weatherstone Capital Management
Colorado
$1.84M 44,426 -133,712 -75%
3 4
5
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