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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

534 hedge funds and large institutions have $6.26B invested in Utilities Select Sector SPDR Fund in 2016 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 177 increasing their positions, 210 reducing their positions, and 43 closing their positions.

Holders
534
Holders Change
+10
Holders Change %
+1.91%
% of All Funds
14.27%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
1.07%
New
58
Increased
177
Reduced
210
Closed
43
Calls
$818M
Puts
$1.23B
Net Calls
-$415M
Net Calls Change
+$320M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$969M
2
Citigroup
2
Citigroup
New York
$370M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$53.4M
4
CS
4
Credit Suisse
Switzerland
$210M
5
SG
5
Societe Generale
$41.9M

Top Sellers

1
TAF
1
Tredje AP-fonden
Sweden
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$549M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$170M
4
Goldman Sachs
4
Goldman Sachs
New York
$690M
5
LPL Financial
5
LPL Financial
California
$69M
Name Market Value Shares Shares
Change 		Shares
Change %
Squarepoint
101
Squarepoint
New York
$6.28M 119,607 +100,422 +523%
UF
102
Univest Financial
Pennsylvania
$6.03M 114,819 -1,880 -2%
CIBC World Market
103
CIBC World Market
Ontario, Canada
$5.86M 111,640 -23,833 -18%
P
104
PhaseCapital
New York
$5.76M 109,705 -31,095 -22%
HAM
105
Hillswick Asset Management
Connecticut
$5.6M 106,709 -1,049 -1%
MC
106
Martin & Co
Tennessee
$5.52M 105,099 -3,845 -4%
SWM
107
Segment Wealth Management
Texas
$5.31M 101,272 +5,686 +6%
Balyasny Asset Management
108
Balyasny Asset Management
Illinois
$5.25M 100,000 +100,000 New
HHC
109
Hutchin Hill Capital
New York
$5.08M 96,811 -3,401 -3%
AssetMark Inc
110
AssetMark Inc
California
$5.02M 95,596 +929 +1%
HJA
111
Hugh Johnson Advisors
New York
$5.01M 95,479 +480 +0.5%
PP
112
Patten & Patten
Tennessee
$4.71M 89,737 -4,503 -5%
NMIFOAC
113
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$4.67M 89,000 – –
William Blair & Company
114
William Blair & Company
Illinois
$4.58M 87,224 -8,209 -9%
Capital Fund Management (CFM)
115
Capital Fund Management (CFM)
France
$4.54M 86,491 +36,800 +74%
RCP
116
Rothschild Capital Partners
New York
$4.49M 85,640 +85,640 New
FAAS
117
First Allied Advisory Services
California
$4.46M 85,226 +3,792 +5%
FM
118
Forward Management
California
$4.43M 84,416 +10,377 +14%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$4.39M 83,757 -400,434 -83%
VBCP
120
Vollero Beach Capital Partners
New York
$4.29M 81,716 -29,636 -27%
BII
121
Bainco International Investors
Massachusetts
$4.26M 81,271 +2,869 +4%
GEM
122
Global Endowment Management
North Carolina
$4.2M 80,000 – –
TFA
123
Toth Financial Advisory
Virginia
$4.13M 78,616 +9,250 +13%
LFM
124
Lumina Fund Management
New York
$4.12M 78,500 – –
PAG
125
Private Advisor Group
New Jersey
$4M 75,581 +35,654 +89%
3 4
5
6 7