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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

457 hedge funds and large institutions have $5.65B invested in Utilities Select Sector SPDR Fund in 2015 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 149 increasing their positions, 165 reducing their positions, and 67 closing their positions.

Holders
457
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
12.19%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.77%
New
71
Increased
149
Reduced
165
Closed
67
Calls
$510M
Puts
$866M
Net Calls
-$355M
Net Calls Change
+$384M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$893M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$226M
3
Bank of America
3
Bank of America
North Carolina
$319M
4
MAA
4
Managed Account Advisors
New Jersey
$242M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$75.9M

Top Sellers

1
EA
1
Euclid Advisors
Connecticut
$0
2
CS
2
Credit Suisse
Switzerland
$145M
3
Morgan Stanley
3
Morgan Stanley
New York
$292M
4
Barclays
4
Barclays
United Kingdom
$296M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$52.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
151
Pension Partners
New York
$1.83M 41,135 +15,048 +58%
SB
152
Suntrust Banks
Georgia
$1.79M 40,373 +7,669 +23%
GH
153
GAM Holding
Switzerland
$1.78M 40,000 – –
CFB
154
Cullen/Frost Bankers
Texas
$1.76M 39,603 -50,626 -56%
FSC
155
Fiduciary Services Corp
Georgia
$1.72M 38,740 +2,151 +6%
IFWM
156
Institute for Wealth Management
Colorado
$1.72M 38,591 -46,359 -55%
SCM
157
Southport Capital Management
Tennessee
$1.7M 38,201 -773 -2%
EVM
158
Eaton Vance Management
Massachusetts
$1.59M 35,850 +9,600 +37%
FBB
159
Fulton Breakefield Broenniman
Maryland
$1.58M 35,536 +1,927 +6%
CCM
160
Chilton Capital Management
Texas
$1.53M 34,370 -39 -0.1%
HighTower Advisors
161
HighTower Advisors
Illinois
$1.53M 34,335 +119 +0.3%
SIM
162
SSI Investment Management
California
$1.51M 34,066 +5,950 +21%
PAG
163
Private Advisor Group
New Jersey
$1.5M 33,828 +15,013 +80%
FCI
164
Financial Counselors Inc
Kansas
$1.5M 33,654 +862 +3%
AIP
165
ARS Investment Partners
New York
$1.48M 33,358 +116 +0.3%
VAM
166
Verity Asset Management
North Carolina
$1.48M 33,339 -58,297 -64%
Fidelity Investments
167
Fidelity Investments
Massachusetts
$1.46M 32,818 -1,173 -3%
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$1.46M 32,755 -3,301 -9%
MCM
169
Moore Capital Management
New York
$1.42M 32,000 -50,000 -61%
Chevy Chase Trust
170
Chevy Chase Trust
Maryland
$1.39M 31,271 -3,447 -10%
M&T Bank
171
M&T Bank
New York
$1.38M 30,936 +1,632 +6%
AI
172
Atria Investments
North Carolina
$1.37M 30,877 +11,615 +60%
SIA
173
Starfire Investment Advisers
Michigan
$1.37M 30,857 +30,857 New
LCM
174
Leisure Capital Management
California
$1.36M 30,619 +170 +0.6%
CC
175
Callan Capital
California
$1.33M 29,978 +15 +0.1%
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