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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

700 hedge funds and large institutions have $8.56B invested in Utilities Select Sector SPDR Fund in 2018 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 262 increasing their positions, 162 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+90
Holders Change %
+14.75%
% of All Funds
15.62%
Holding in Top 10
42
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+40%
% of All Funds
0.94%
New
153
Increased
262
Reduced
162
Closed
56
Calls
$447M
Puts
$1.4B
Net Calls
-$958M
Net Calls Change
-$796M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.08B
2
Bank of America
2
Bank of America
North Carolina
$869M
3
Nomura Holdings
3
Nomura Holdings
Japan
$119M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.14B
5
AssetMark Inc
5
AssetMark Inc
California
$88.9M

Top Sellers

1
Citigroup
1
Citigroup
New York
$261M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$254M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$151M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$57.9M
5
QIM
5
Quantitative Investment Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GSC
151
G&S Capital
Colorado
$3.06M +$3.06M +57,809 New
CG
152
Cutler Group
California
$3.05M +$3.04M +57,386 +28,693%
Thrivent Financial for Lutherans
153
Thrivent Financial for Lutherans
Minnesota
$2.97M +$2.97M +56,180 New
GB
154
Gunma Bank
Japan
$2.96M – – –
PAG
155
Private Advisor Group
New Jersey
$2.96M +$124K +2,352 +4%
SPIA
156
Steward Partners Investment Advisory
New York
$2.94M +$2.7M +50,986 +1,117%
KTA
157
Keeley-Teton Advisors
Illinois
$2.87M +$1.96K +37 +0.1%
WP
158
WealthSource Partners
California
$2.83M +$1.11M +20,952 +64%
AIC
159
Ayalon Insurance Company
Israel
$2.83M +$2.51M +47,421 +793%
Rafferty Asset Management
160
Rafferty Asset Management
New York
$2.81M -$2.7M -51,095 -49%
HCIA
161
Hochman Cole Investment Advisors
Illinois
$2.73M +$152K +2,867 +6%
NB
162
NBT Bank
New York
$2.72M -$103K -1,953 -4%
MIA
163
MainStreet Investment Advisors
Illinois
$2.69M +$49.1K +928 +2%
KIA
164
KCM Investment Advisors
California
$2.69M +$746K +14,093 +38%
AI
165
Atria Investments
North Carolina
$2.68M +$2.25M +42,517 +525%
VDFA
166
Vickerman & Driscoll Financial Advisors
Washington
$2.66M -$46.8K -885 -2%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$2.65M +$42.9K +810 +2%
SSB
168
Sandy Spring Bank
Maryland
$2.64M +$121K +2,286 +5%
NNP
169
Nachman Norwood & Parrott
South Carolina
$2.57M +$2.57M +48,545 New
CB
170
Chemical Bank
Michigan
$2.57M +$80.1K +1,513 +3%
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
$2.56M +$49.9K +942 +2%
GAB
172
German American Bancorp
Indiana
$2.55M +$133K +2,510 +5%
PCTC
173
Perkins Coie Trust Company
Washington
$2.48M +$2.91K +55 +0.1%
FANJ
174
Financial Architects (New Jersey)
New Jersey
$2.48M +$1.12M +21,193 +83%
TCOO
175
Trust Company of Oklahoma
Oklahoma
$2.46M +$639K +12,083 +35%
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