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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

330 hedge funds and large institutions have $3.71B invested in Utilities Select Sector SPDR Fund in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 151 reducing their positions, and 52 closing their positions.

Holders
330
Holders Change
-15
Holders Change %
-4.35%
% of All Funds
10.7%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.42%
New
41
Increased
92
Reduced
151
Closed
52
Calls
$1.33B
Puts
$647M
Net Calls
+$686M
Net Calls Change
+$760M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$412M
2
Goldman Sachs
2
Goldman Sachs
New York
$508M
3
Bank of America
3
Bank of America
North Carolina
$436M
4
Morgan Stanley
4
Morgan Stanley
New York
$349M
5
CS
5
Credit Suisse
Switzerland
$81M

Top Sellers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$140M
2
EA
2
Euclid Advisors
Connecticut
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$14.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$317M
5
Citigroup
5
Citigroup
New York
$86.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PC
126
Passport Capital
California
$1.5M 40,000 +40,000 New
KeyBank National Association
127
KeyBank National Association
Ohio
$1.49M 39,777 -108 -0.3%
FCI
128
Financial Counselors Inc
Kansas
$1.48M 39,509 -4,819 -11%
RFC
129
Regions Financial Corp
Alabama
$1.47M 39,211 -5,978 -13%
B
130
Barings
North Carolina
$1.46M 39,200 -27,000 -41%
SCM
131
Southport Capital Management
Tennessee
$1.44M 38,400 -4,175 -10%
BAC
132
Boys Arnold & Co
North Carolina
$1.44M 38,410 +1,403 +4%
SB
133
Suntrust Banks
Georgia
$1.32M 35,492 -234 -0.7%
SCMF
134
Sage Capital Management (Florida)
Florida
$1.31M 35,000 – –
HBT
135
Hills Bank & Trust
Iowa
$1.27M 33,868 +250 +0.7%
FANJ
136
Financial Architects (New Jersey)
New Jersey
$1.26M 33,635 -3,932 -10%
FBB
137
Fulton Breakefield Broenniman
Maryland
$1.21M 32,359 +675 +2%
RMC
138
Regis Management Company
California
$1.21M 32,254 +661 +2%
TSWM
139
Triangle Securities Wealth Management
North Carolina
$1.2M 32,113 -1,557 -5%
SWM
140
Segment Wealth Management
Texas
$1.2M 31,983 -199 -0.6%
FSC
141
Fiduciary Services Corp
Georgia
$1.17M 31,363 -1,065 -3%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$1.17M 31,268 +31,268 New
AI
143
Atria Investments
North Carolina
$1.13M 30,227 +604 +2%
SCA
144
SAC Capital Advisors
Connecticut
$1.12M 30,100 +30,100 New
PWW
145
Pettyjohn Wood & White
Virginia
$1.12M 29,984 -266 -0.9%
CWM
146
Concert Wealth Management
California
$1.12M 30,068 -1,431 -5%
DBIA
147
Dumont & Blake Investment Advisors
New Jersey
$1.09M 29,225 – –
BF
148
BOK Financial
Oklahoma
$1.08M 28,778 -4,904 -15%
CC
149
Callan Capital
California
$1.08M 28,770 +3,377 +13%
AIA
150
Arbor Investment Advisors
North Carolina
$1.07M 28,570 -3,095 -10%
4 5
6
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