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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

502 hedge funds and large institutions have $6.52B invested in Utilities Select Sector SPDR Fund in 2016 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 133 increasing their positions, 214 reducing their positions, and 77 closing their positions.

Holders
502
Holders Change
-32
Holders Change %
-5.99%
% of All Funds
13.42%
Holding in Top 10
23
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-42.5%
% of All Funds
0.61%
New
54
Increased
133
Reduced
214
Closed
77
Calls
$600M
Puts
$1.6B
Net Calls
-$996M
Net Calls Change
-$581M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.11B
2
Citigroup
2
Citigroup
New York
$558M
3
Bank of America
3
Bank of America
North Carolina
$1B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$251M
5
N
5
Natixis
France
$91.1M

Top Sellers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$471K
2
Goldman Sachs
2
Goldman Sachs
New York
$571M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$53.5M
4
PAG
4
Pinnacle Advisory Group
Maryland
$1.23M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39.6M
Name Market Value Shares Shares
Change 		Shares
Change %
LDB
151
Lee, Danner & Bass
Tennessee
$2.2M 44,935 +972 +2%
SMA
152
Simply Money Advisors
Ohio
$2.17M 44,347 +26,820 +153%
Citadel Advisors
153
Citadel Advisors
Florida
$2.17M 44,223 +44,223 New
GH
154
GAM Holding
Switzerland
$2.16M 44,000 +4,000 +10%
CCT
155
Chemung Canal Trust
New York
$2.15M 43,971 -1,420 -3%
NCM
156
Noesis Capital Mangement
Florida
$2.12M 43,172 +1,620 +4%
HCIA
157
Hochman Cole Investment Advisors
Illinois
$2.1M 42,771 +2,275 +6%
SIA
158
Starfire Investment Advisers
Michigan
$2.06M 41,966 +120 +0.3%
MBTD
159
Mechanics Bank - Trust Department
California
$2.05M 41,743 +41,743 New
PC
160
Passport Capital
California
$1.97M 40,246 +40,246 New
SWM
161
Segment Wealth Management
Texas
$1.97M 40,150 -61,122 -60%
ClearBridge Investments
162
ClearBridge Investments
New York
$1.92M 39,266 – –
ICOA
163
Investment Centers of America
North Dakota
$1.92M 39,086 +506 +1%
JPMPWA
164
J.P. Morgan Private Wealth Advisors
California
$1.91M 39,031 -1,211 -3%
AA
165
Apriem Advisors
California
$1.85M 37,780 +1,305 +4%
RMC
166
Regis Management Company
California
$1.83M 37,308 -12,081 -24%
AIP
167
ARS Investment Partners
New York
$1.83M 37,311 +1,171 +3%
SPC
168
Sigma Planning Corp
Michigan
$1.82M 37,150 +10,895 +41%
TFA
169
Transamerica Financial Advisors
Florida
$1.71M 34,880 -17,885 -34%
ST
170
Sabal Trust
Florida
$1.7M 34,718 +6,120 +21%
TW
171
Transform Wealth
Colorado
$1.7M 34,631 +1,605 +5%
OC
172
Oakworth Capital
Alabama
$1.69M 34,471 -18,295 -35%
HIM
173
Hanlon Investment Management
New Jersey
$1.69M 34,410 -2,104 -6%
LWAC
174
Laurel Wealth Advisors (California)
California
$1.68M 34,342 +960 +3%
SIM
175
SSI Investment Management
California
$1.62M 33,147 -442 -1%
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