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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

506 hedge funds and large institutions have $6.16B invested in Utilities Select Sector SPDR Fund in 2016 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 106 increasing their positions, 214 reducing their positions, and 80 closing their positions.

Holders
506
Holders Change
+4
Holders Change %
+0.8%
% of All Funds
12.67%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.53%
New
92
Increased
106
Reduced
214
Closed
80
Calls
$731M
Puts
$1.87B
Net Calls
-$1.14B
Net Calls Change
-$141M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$421M
2
CS
2
Credit Suisse
Switzerland
$318M
3
ERSOT
3
Employees Retirement System of Texas
Texas
$60.3M
4
MCM
4
Moore Capital Management
New York
$53.2M
5
HI
5
Honeywell International
North Carolina
$48.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$721M
2
Citigroup
2
Citigroup
New York
$461M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$187M
4
Wells Fargo
4
Wells Fargo
California
$78.9M
5
LPL Financial
5
LPL Financial
California
$36.4M
Name Market Value Shares Shares
Change 		Shares
Change %
RSA
151
Robertson Stephens Advisors
California
$1.52M 31,358 +31,358 New
FANJ
152
Financial Architects (New Jersey)
New Jersey
$1.52M 31,210 -29,495 -49%
PP
153
Paloma Partners
Connecticut
$1.49M 30,738 +7,334 +31%
EDRH
154
Edmond de Rothschild Holding
Switzerland
$1.48M 30,661 +9,500 +45%
CAN
155
Cetera Advisor Networks
California
$1.42M 29,087 -43,026 -60%
SPC
156
Sigma Planning Corp
Michigan
$1.4M 28,900 -8,250 -22%
RMC
157
Regis Management Company
California
$1.37M 28,108 -9,200 -25%
BIA
158
Barry Investment Advisors
Massachusetts
$1.36M 27,996 -1,183 -4%
Brown Advisory
159
Brown Advisory
Maryland
$1.35M 27,701 -675 -2%
SFA
160
Sequoia Financial Advisors
Ohio
$1.3M 26,693 +13,372 +100%
SGCA
161
Steel Grove Capital Advisors
Tennessee
$1.29M 26,583 +26,583 New
WF
162
WealthTrust Fairport
Ohio
$1.29M 26,517 +1,854 +8%
FCI
163
Financial Counselors Inc
Kansas
$1.28M 26,384 +26,384 New
ICOA
164
Investment Centers of America
North Dakota
$1.26M 25,889 -13,197 -34%
WA
165
WBH Advisory
Maryland
$1.23M 25,351 -797 -3%
HIIFS
166
Harel Insurance Investments & Financial Services
Israel
– – – –
WA
167
Whitebox Advisors
Minnesota
$1.21M 25,000 +25,000 New
JPMPWA
168
J.P. Morgan Private Wealth Advisors
California
$1.2M 24,724 -14,307 -37%
ABC
169
Associated Banc-Corp
Wisconsin
$1.2M 24,679 -376 -2%
KeyBank National Association
170
KeyBank National Association
Ohio
$1.19M 24,559 -3,694 -13%
MHI
171
Miller Howard Investments
New York
$1.18M 24,273 +24,273 New
Chevy Chase Trust
172
Chevy Chase Trust
Maryland
$1.18M 24,196 -25 -0.1%
SAM
173
Securian Asset Management
Minnesota
$1.17M 24,000 – –
AI
174
Atria Investments
North Carolina
$1.16M 23,945 +23,945 New
TWM
175
Torch Wealth Management
Ohio
$1.16M 23,850 +5,150 +28%
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