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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

524 hedge funds and large institutions have $6.49B invested in Utilities Select Sector SPDR Fund in 2016 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 194 increasing their positions, 139 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+78
Holders Change %
+17.49%
% of All Funds
13.98%
Holding in Top 10
44
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+83.33%
% of All Funds
1.17%
New
121
Increased
194
Reduced
139
Closed
41
Calls
$741M
Puts
$1.48B
Net Calls
-$736M
Net Calls Change
-$275M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$610M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$174M
3
Citigroup
Citigroup
New York
$267M
4
Goldman Sachs
Goldman Sachs
New York
$717M
5
Bank of America
Bank of America
North Carolina
$820M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$227M
2
CA
Commerzbank Aktiengesellschaft
Germany
$218M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$190M
4
Barclays
Barclays
United Kingdom
$106M
5
Citadel Advisors
Citadel Advisors
Florida
$6.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
126
Forward Management
California
$3.67M +$3.67M +74,039 New
GXMC
127
Global X Management Company
New York
$3.65M +$3.65M +73,452 New
GT
128
Glenmede Trust
Pennsylvania
$3.6M -$1.74M -34,992 -33%
SSB
129
Sandy Spring Bank
Maryland
$3.58M -$78.1K -1,574 -2%
Sumitomo Mitsui Trust Group
130
Sumitomo Mitsui Trust Group
Japan
$3.57M +$3.57M +71,872 New
FAM
131
Foothills Asset Management
Arizona
$3.49M +$3.49M +70,343 New
DY
132
Dowling & Yahnke
California
$3.44M -$60.8K -1,226 -2%
TFA
133
Toth Financial Advisory
Virginia
$3.44M +$46.7K +942 +1%
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$3.44M +$1.55M +31,161 +82%
WIC
135
Woodmont Investment Counsel
Tennessee
$3.42M -$648K -13,050 -16%
VIA
136
Virtus Investment Advisers
Connecticut
$3.39M -$1.15M -23,165 -25%
LI
137
Longer Investments
Arkansas
$3.27M -$2.4M -48,460 -42%
NR
138
Newfound Research
Massachusetts
$3.25M +$3.25M +65,400 New
FG
139
Fiduciary Group
Georgia
$3.23M +$100K +2,015 +3%
VF
140
Virtu Financial
New York
$3.2M +$2.65M +53,494 +490%
SS
141
Simplicity Solutions
Minnesota
$3.19M +$1.84M +37,019 +136%
Manulife (Manufacturers Life Insurance)
142
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.18M +$3.18M +64,496 New
Wellington Management Group
143
Wellington Management Group
Massachusetts
$3.17M +$3.17M +63,856 New
JG
144
Jefferies Group
New York
$3.15M +$2.8M +56,402 +806%
MCM
145
Manchester Capital Management
Vermont
$3.14M -$51.1K -1,029 -2%
MBT
146
Monroe Bank & Trust
Michigan
$3.11M -$236K -4,748 -7%
TFA
147
Transamerica Financial Advisors
Florida
$2.91M +$2.1M +42,288 +259%
CB
148
Chemical Bank
Michigan
$2.9M -$101K -2,042 -3%
BHWM
149
Bar Harbor Wealth Management
New Hampshire
$2.87M -$70.4K -1,418 -2%
VFS
150
VSR Financial Services
Kansas
$2.84M +$1.55M +31,257 +121%
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