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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

562 hedge funds and large institutions have $8.37B invested in Utilities Select Sector SPDR Fund in 2018 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 208 reducing their positions, and 63 closing their positions.

Holders
562
Holders Change
+5
Holders Change %
+0.9%
% of All Funds
12.88%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.6%
New
73
Increased
159
Reduced
208
Closed
63
Calls
$484M
Puts
$1.23B
Net Calls
-$743M
Net Calls Change
-$930M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.71B
2
UBS Group
2
UBS Group
Switzerland
$657M
3
Deutsche Bank
3
Deutsche Bank
Germany
$381M
4
QIM
4
Quantitative Investment Management
Virginia
$181M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$268M

Top Sellers

1
Citigroup
1
Citigroup
New York
$479M
2
Morgan Stanley
2
Morgan Stanley
New York
$475M
3
CS
3
Credit Suisse
Switzerland
$6.47M
4
ECM
4
Element Capital Management
New York
$0
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HAM
101
Hillswick Asset Management
Connecticut
$3.87M – – –
CI
102
Cavalier Investments
Georgia
$3.84M +$3.84M +73,876 New
CRC
103
Curi RMB Capital
Illinois
$3.78M +$263K +5,056 +7%
AF
104
Alerus Financial
North Dakota
$3.68M -$3.94M -75,759 -52%
HSBC Holdings
105
HSBC Holdings
United Kingdom
$3.67M -$4.42M -85,078 -55%
BCM
106
Brookstone Capital Management
Illinois
$3.6M +$3.6M +69,330 New
CGI
107
CI Global Investments
California
$3.56M +$3.29M +63,378 +1,243%
DY
108
Dowling & Yahnke
California
$3.55M -$78.2K -1,505 -2%
TAM
109
Tocqueville Asset Management
New York
$3.49M -$510K -9,825 -13%
ST
110
Spinnaker Trust
Maine
$3.34M +$65.9K +1,269 +2%
William Blair & Company
111
William Blair & Company
Illinois
$3.33M -$274K -5,279 -8%
GT
112
Glenmede Trust
Pennsylvania
$3.17M -$117K -2,253 -4%
SWP
113
Stratos Wealth Partners
Ohio
$3.11M +$2.44M +46,922 +363%
RCP
114
Rothschild Capital Partners
New York
$3.1M +$851K +16,378 +38%
CCT
115
Chemung Canal Trust
New York
$2.98M -$424K -8,154 -12%
GB
116
Gunma Bank
Japan
$2.91M – – –
NB
117
NBT Bank
New York
$2.87M -$160K -3,079 -5%
KTA
118
Keeley-Teton Advisors
Illinois
$2.81M +$1.25M +24,136 +80%
TFA
119
Toth Financial Advisory
Virginia
$2.78M -$375K -7,219 -12%
MCM
120
Mobius Capital Management
California
$2.76M +$2.76M +53,143 New
WB
121
Wilks Brothers
Texas
$2.75M +$2.75M +53,000 New
VDFA
122
Vickerman & Driscoll Financial Advisors
Washington
$2.75M -$715K -13,763 -21%
SSB
123
Sandy Spring Bank
Maryland
$2.68M -$138K -2,662 -5%
MIA
124
MainStreet Investment Advisors
Illinois
$2.59M +$268K +5,161 +12%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$2.59M -$28.1K -541 -1%
3 4
5
6 7