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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

776 hedge funds and large institutions have $10.3B invested in Utilities Select Sector SPDR Fund in 2019 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 304 increasing their positions, 250 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
+22
Holders Change %
+2.92%
% of All Funds
17.04%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
1.01%
New
85
Increased
304
Reduced
250
Closed
56
Calls
$951M
Puts
$1.59B
Net Calls
-$639M
Net Calls Change
-$169M

Top Buyers

1
Barclays
Barclays
United Kingdom
$454M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$341M
3
Bank of America
Bank of America
North Carolina
$1.4B
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$130M
5
Citigroup
Citigroup
New York
$492M

Top Sellers

1
FMI
Factory Mutual Insurance
Massachusetts
$0
2
Morgan Stanley
Morgan Stanley
New York
$917M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$173M
4
UBS Group
UBS Group
Switzerland
$737M
5
Deutsche Bank
Deutsche Bank
Germany
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KP
126
Keel Point
Alabama
$5.56M -$81.5K -1,259 -1%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$5.5M -$326K -5,030 -6%
SBWM
128
Sunflower Bank Wealth Management
Arizona
$5.44M -$344K -5,310 -6%
PP
129
Paloma Partners
Connecticut
$5.4M -$617K -9,533 -10%
SG
130
Swarthmore Group
Pennsylvania
$5.3M -$1.89M -29,200 -26%
CCT
131
Chemung Canal Trust
New York
$5.28M +$758K +11,712 +17%
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$5.26M +$4.43M +68,412 +530%
OC
133
Oakworth Capital
Alabama
$5.25M +$5.19M +80,233 +10,339%
Millennium Management
134
Millennium Management
New York
$5.23M +$4.17M +64,382 +393%
Parallax Volatility Advisers
135
Parallax Volatility Advisers
California
$5.13M -$772K -11,924 -13%
William Blair & Company
136
William Blair & Company
Illinois
$5.02M +$193K +2,982 +4%
AI
137
Atria Investments
North Carolina
$4.98M +$2.78M +43,004 +127%
FANJ
138
Financial Architects (New Jersey)
New Jersey
$4.91M +$260K +4,010 +6%
MCM
139
Murphy Capital Management
New Jersey
$4.83M -$78K -1,205 -2%
TF
140
TIAA FSB
Florida
$4.76M +$831K +12,842 +21%
OQC
141
Optimum Quantvest Corp
Connecticut
$4.76M – – –
HIM
142
Hanlon Investment Management
New Jersey
$4.69M -$4.86M -75,113 -51%
CRC
143
Curi RMB Capital
Illinois
$4.68M +$2.72M +41,945 +138%
IC
144
Innealta Capital
Texas
$4.55M +$1.55M +24,019 +52%
Simplex Trading
145
Simplex Trading
Illinois
$4.44M +$4.44M +68,563 New
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$4.39M -$264K -4,078 -6%
HH
147
Hilltop Holdings
Texas
$4.37M -$280K -4,319 -6%
PFT
148
Providence First Trust
Arizona
$4.19M +$1.6M +24,729 +62%
TF
149
Trek Financial
Arizona
$4.18M +$2.63M +41,792 +169%
William Blair Investment Management
150
William Blair Investment Management
Illinois
$4.17M -$5.12M -79,030 -55%
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