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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

562 hedge funds and large institutions have $8.37B invested in Utilities Select Sector SPDR Fund in 2018 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 208 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+5
Holders Change %
+0.9%
% of All Funds
12.88%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.6%
New
73
Increased
159
Reduced
208
Closed
63
Calls
$484M
Puts
$1.23B
Net Calls
-$743M
Net Calls Change
-$930M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$1.71B
2
UBS Group
UBS Group
Switzerland
$657M
3
Deutsche Bank
Deutsche Bank
Germany
$381M
4
QIM
Quantitative Investment Management
Virginia
$181M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$268M

Top Sellers

1
Citigroup
Citigroup
New York
$479M
2
Morgan Stanley
Morgan Stanley
New York
$475M
3
CS
Credit Suisse
Switzerland
$6.47M
4
ECM
Element Capital Management
New York
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
151
ClearBridge Investments
New York
$1.93M – – –
HWA
152
HCR Wealth Advisors
California
$1.88M – – –
BFA
153
Beaumont Financial Advisors
Massachusetts
$1.84M +$1.84M +35,364 New
AAIM
154
American Assets Investment Management
California
$1.82M – – –
CI
155
CX Institutional
Indiana
$1.81M +$1.81M +34,860 New
CWM
156
Cornerstone Wealth Management
Missouri
$1.78M +$1.78M +93,356 New
TCOO
157
Trust Company of Oklahoma
Oklahoma
$1.78M -$213K -4,094 -11%
IP
158
Investment Partners
Ohio
$1.76M – – –
BS
159
Banco Santander
Spain
$1.75M +$184K +3,560 +12%
UBS AM
160
UBS AM
Illinois
$1.74M -$147K -2,827 -8%
PPA
161
Parametric Portfolio Associates
Washington
$1.74M +$1.74M +33,514 New
TF
162
TIAA FSB
Florida
$1.74M -$163K -3,138 -9%
WIC
163
Woodmont Investment Counsel
Tennessee
$1.73M -$92.9K -1,787 -5%
CC
164
Callan Capital
California
$1.69M -$43.1K -830 -2%
SLF
165
Sun Life Financial
Ontario, Canada
$1.68M +$1.57M +30,159 +1,407%
MBTD
166
Mechanics Bank - Trust Department
California
$1.64M -$58.1K -1,119 -3%
CTC
167
Central Trust Company
Missouri
$1.61M +$609K +11,724 +61%
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$1.61M -$10.4K -200 -0.6%
ICM
169
Ionic Capital Management
New York
$1.61M +$1.61M +31,000 New
AFS
170
Access Financial Services
Minnesota
$1.61M -$12.5K -240 -0.8%
BAC
171
Boys Arnold & Co
North Carolina
$1.61M -$39.2K -755 -2%
WA
172
WBH Advisory
Maryland
$1.6M -$5.04K -97 -0.3%
MHI
173
Miller Howard Investments
New York
$1.58M +$1.02M +19,677 +183%
ABC
174
Associated Banc-Corp
Wisconsin
$1.57M -$35.4K -682 -2%
PAG
175
Private Advisor Group
New Jersey
$1.56M -$127K -2,430 -8%
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