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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

458 hedge funds and large institutions have $7.22B invested in Utilities Select Sector SPDR Fund in 2014 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 144 increasing their positions, 145 reducing their positions, and 27 closing their positions.

Holders
458
Holders Change
+70
Holders Change %
+18.04%
% of All Funds
12.22%
Holding in Top 10
35
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+118.75%
% of All Funds
0.93%
New
104
Increased
144
Reduced
145
Closed
27
Calls
$165M
Puts
$904M
Net Calls
-$739M
Net Calls Change
-$447M

Top Buyers

1
EA
1
Euclid Advisors
Connecticut
$612M
2
UBS Group
2
UBS Group
Switzerland
$207M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$213M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$127M
5
Deutsche Bank
5
Deutsche Bank
Germany
$146M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$685M
2
Morgan Stanley
2
Morgan Stanley
New York
$602M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$311M
4
Bank of America
4
Bank of America
North Carolina
$204M
5
CA
5
Commerzbank Aktiengesellschaft
Germany
$609M
Name Market Value Shares Shares
Change 		Shares
Change %
IP
126
Investment Partners
Ohio
$2.87M 60,702 +60,702 New
NMIFOAC
127
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.83M 60,000 – –
I2I
128
Insight 2811 Inc
Illinois
$2.83M 59,959 +59,959 New
NCM
129
Noesis Capital Mangement
Florida
$2.81M 59,565 +1,550 +3%
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$2.71M 57,362 -30,383 -35%
William Blair & Company
131
William Blair & Company
Illinois
$2.71M 57,284 -457,991 -89%
FAM
132
Foothills Asset Management
Arizona
$2.65M 56,025 -2,175 -4%
BHWM
133
Bar Harbor Wealth Management
New Hampshire
$2.61M 55,355 -354 -0.6%
PCTC
134
Perkins Coie Trust Company
Washington
$2.54M 53,726 +490 +0.9%
LDB
135
Lee, Danner & Bass
Tennessee
$2.5M 52,894 -3,935 -7%
BHB
136
Bank Hapoalim BM
Israel
$2.41M 51,108 +10,466 +26%
TFA
137
Transamerica Financial Advisors
Florida
$2.4M 50,743 +50,503 +21,043%
Balyasny Asset Management
138
Balyasny Asset Management
Illinois
$2.36M 50,000 +50,000 New
BRM
139
Boston Research & Management
Massachusetts
$2.35M 49,740 -140 -0.3%
SWM
140
Segment Wealth Management
Texas
$2.31M 48,875 -1,867 -4%
HW
141
Hancock Whitney
Mississippi
$2.27M 48,111 +48,111 New
CCT
142
Chemung Canal Trust
New York
$2.23M 47,306 – –
BAC
143
Boys Arnold & Co
North Carolina
$2.23M 47,271 +2,515 +6%
JCM
144
Janney Capital Management
Pennsylvania
$2.21M 46,821 -7,409 -14%
TTWM
145
TCV Trust & Wealth Management
Virginia
$2.19M 46,323 -370 -0.8%
Nuveen Asset Management
146
Nuveen Asset Management
Illinois
$2.16M 45,640 -16,164 -26%
ClearBridge Investments
147
ClearBridge Investments
New York
$2.11M 44,766 -1,250 -3%
HIM
148
Hanlon Investment Management
New Jersey
$2.1M 44,395 +44,395 New
SCM
149
Stuyvesant Capital Management
New York
$2.06M 43,673 -227 -0.5%
KeyBank National Association
150
KeyBank National Association
Ohio
$2.05M 43,447 +1,133 +3%
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