We are live on ! Find out more
XLU icon

State Street Utilities Select Sector SPDR ETF

330 hedge funds and large institutions have $3.71B invested in State Street Utilities Select Sector SPDR ETF 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.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $1.33B | Put options by funds: $647M

4% less funds holding

Funds holding: 345330 (-15)

6% less capital invested

Capital invested by funds: $3.96B → $3.71B (-$252M)

6.97% less ownership

Funds ownership: 148.46%141.49% (-7%)

21% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 52

32% less funds holding in top 10

Funds holding in top 10: 1913 (-6)

39% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 151

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
Name Holding Trade Value Shares
Change
Change in
Stake
PC
126
Passport Capital
California
$1.5M +$1.52M +80,000 New
KeyBank National Association
127
KeyBank National Association
Ohio
$1.49M -$4.12K -216 -0.3%
FCI
128
Financial Counselors Inc
Kansas
$1.48M -$184K -9,638 -11%
RFC
129
Regions Financial Corp
Alabama
$1.47M -$228K -11,956 -13%
B
130
Barings
North Carolina
$1.46M -$1.03M -54,000 -41%
SCM
131
Southport Capital Management
Tennessee
$1.44M -$159K -8,350 -10%
BAC
132
Boys Arnold & Co
North Carolina
$1.44M +$53.5K +2,806 +4%
SB
133
Suntrust Banks
Georgia
$1.32M -$8.92K -468 -0.7%
SCMF
134
Sage Capital Management (Florida)
Florida
$1.31M
HBT
135
Hills Bank & Trust
Iowa
$1.26M +$9.53K +500 +0.7%
FANJ
136
Financial Architects (New Jersey)
New Jersey
$1.26M -$150K -7,864 -10%
FBB
137
Fulton Breakefield Broenniman
Maryland
$1.21M +$25.7K +1,350 +2%
RMC
138
Regis Management Company
California
$1.21M +$25.2K +1,322 +2%
TSWM
139
Triangle Securities Wealth Management
North Carolina
$1.2M -$59.3K -3,114 -5%
SWM
140
Segment Wealth Management
Texas
$1.2M -$7.58K -398 -0.6%
FSC
141
Fiduciary Services Corp
Georgia
$1.17M -$40.6K -2,130 -3%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$1.17M +$1.19M +62,536 New
AI
143
Atria Investments
North Carolina
$1.13M +$23K +1,208 +2%
SCA
144
SAC Capital Advisors
Connecticut
$1.12M +$1.15M +60,200 New
PWW
145
Pettyjohn Wood & White
Virginia
$1.12M -$10.1K -532 -0.9%
CWM
146
Concert Wealth Management
California
$1.12M -$54.5K -2,862 -5%
DBIA
147
Dumont & Blake Investment Advisors
New Jersey
$1.09M
BF
148
BOK Financial
Oklahoma
$1.07M -$187K -9,808 -15%
CC
149
Callan Capital
California
$1.07M +$129K +6,754 +13%
AIA
150
Arbor Investment Advisors
North Carolina
$1.07M -$118K -6,190 -10%

XLU Hedge Fund Activity: Q3 2013 in Review

330 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q3 2013, worth a combined $3.71B — down 6.4% from $3.96B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of XLU and 41 opened new positions — a net loss of 11 holders — while 151 trimmed existing stakes and 92 added.

The largest buyer was Barclays, adding an estimated $222M. The largest seller was Commerzbank Aktiengesellschaft, cutting an estimated $229M.

  • 330 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q3 2013, down from 345 in Q2 2013.
  • Funds reported $3.71B of State Street Utilities Select Sector SPDR ETF stock for Q3 2013, down 6.4% quarter-over-quarter.
  • 41 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q3 2013 and 52 closed out, a net change of -11 holders.
  • The largest State Street Utilities Select Sector SPDR ETF buyer in Q3 2013 was Barclays, an estimated $222M added.
  • The largest State Street Utilities Select Sector SPDR ETF seller in Q3 2013 was Commerzbank Aktiengesellschaft, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2013.