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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

717 hedge funds and large institutions have $8.33B invested in Utilities Select Sector SPDR Fund in 2019 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 248 increasing their positions, 249 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+17
Holders Change %
+2.43%
% of All Funds
15.54%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.89%
New
94
Increased
248
Reduced
249
Closed
69
Calls
$603M
Puts
$1.35B
Net Calls
-$749M
Net Calls Change
+$208M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$137M
2
SGI
Swan Global Investments
Colorado
+$106M
3
Barclays
Barclays
United Kingdom
+$82M
4
PCM
Price Capital Management
Louisiana
+$63.4M
5
Wells Fargo
Wells Fargo
California
+$62M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$494M
2
Deutsche Bank
Deutsche Bank
Germany
-$319M
3
N
Natixis
France
-$204M
4
Goldman Sachs
Goldman Sachs
New York
-$187M
5
Nomura Holdings
Nomura Holdings
Japan
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
126
Biltmore Wealth Management
Arizona
$5.07M -$775K -13,327 -13%
VDFA
127
Vickerman & Driscoll Financial Advisors
Washington
$5.04M +$2.12M +36,437 +72%
RWP
128
RWA Wealth Partners
Massachusetts
$5.03M -$911K -15,654 -15%
Mirae Asset Global Investments
129
Mirae Asset Global Investments
South Korea
$4.92M +$2.82M +48,534 +135%
HJA
130
Hugh Johnson Advisors
New York
$4.9M -$276K -4,744 -5%
CTC
131
Central Trust Company
Missouri
$4.88M +$991K +17,036 +25%
FFBTD
132
First Financial Bank - Trust Division
Ohio
$4.85M +$147K +2,535 +3%
RCP
133
Rothschild Capital Partners
New York
$4.84M -$474K -8,152 -9%
BAM
134
Bruderman Asset Management
New York
$4.69M -$111K -1,903 -2%
AI
135
Atria Investments
North Carolina
$4.67M +$1.72M +29,641 +59%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$4.66M -$3.91M -67,190 -46%
MCM
137
Murphy Capital Management
New Jersey
$4.62M -$325K -5,595 -7%
FAAS
138
First Allied Advisory Services
California
$4.59M -$1.63M -28,092 -26%
HH
139
Hilltop Holdings
Texas
$4.52M -$705K -12,117 -13%
QAM
140
Q3 Asset Management
Michigan
$4.4M +$4.08M +1,146,326 +1,266%
TF
141
TIAA FSB
Florida
$4.39M -$1.87M -32,156 -30%
CIC
142
Carnegie Investment Counsel
Ohio
$4.38M -$808K -13,889 -16%
HAM
143
Hillswick Asset Management
Connecticut
$4.28M -$4.01K -69 -0.1%
AF
144
Alerus Financial
North Dakota
$4.21M +$195K +3,346 +5%
PFS
145
Prospera Financial Services
Texas
$4.15M +$2.01M +34,857 +94%
MBT
146
Monroe Bank & Trust
Michigan
$4.04M -$142K -2,436 -3%
HSBC Holdings
147
HSBC Holdings
United Kingdom
$4M -$6.59M -113,326 -62%
William Blair & Company
148
William Blair & Company
Illinois
$3.86M +$466K +8,006 +14%
DY
149
Dowling & Yahnke
California
$3.85M -$43.7K -751 -1%
CCT
150
Chemung Canal Trust
New York
$3.77M -$102K -1,745 -3%
4 5
6
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