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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

776 hedge funds and large institutions have $10.3B invested in Utilities Select Sector SPDR Fund in 2019 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 304 increasing their positions, 250 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
+22
Holders Change %
+2.92%
% of All Funds
17.04%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
1.01%
New
85
Increased
304
Reduced
250
Closed
56
Calls
$951M
Puts
$1.59B
Net Calls
-$639M
Net Calls Change
-$169M

Top Buyers

1
Barclays
Barclays
United Kingdom
$454M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$341M
3
Bank of America
Bank of America
North Carolina
$1.4B
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$130M
5
Citigroup
Citigroup
New York
$492M

Top Sellers

1
FMI
Factory Mutual Insurance
Massachusetts
$0
2
Morgan Stanley
Morgan Stanley
New York
$917M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$173M
4
UBS Group
UBS Group
Switzerland
$737M
5
Deutsche Bank
Deutsche Bank
Germany
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DY
151
Dowling & Yahnke
California
$4.17M -$162K -2,503 -4%
VCM
152
Virtue Capital Management
Tennessee
$4.14M +$4.14M +63,966 New
ACM
153
Ategra Capital Management
Virginia
$4.12M +$2.32M +35,420 +129%
PAG
154
Private Advisor Group
New Jersey
$4.07M +$291K +4,490 +8%
AII
155
AGF Investments Inc
Ontario, Canada
$3.93M -$123K -1,896 -3%
SSB
156
Sandy Spring Bank
Maryland
$3.88M +$151K +2,340 +4%
TFA
157
Toth Financial Advisory
Virginia
$3.86M -$38.2K -590 -1%
HSBC Holdings
158
HSBC Holdings
United Kingdom
$3.85M +$849K +13,116 +28%
DWA
159
Dorsey Wright & Associates
California
$3.78M +$40.9K +632 +1%
SS
160
Simplicity Solutions
Minnesota
$3.77M -$550K -8,488 -13%
CAN
161
Cetera Advisor Networks
California
$3.76M -$2.92M -45,231 -44%
RC
162
Roundview Capital
New Jersey
$3.72M +$101K +1,567 +3%
NR
163
Newfound Research
Massachusetts
$3.7M -$172K -2,659 -4%
MIA
164
MainStreet Investment Advisors
Illinois
$3.63M -$92.3K -1,426 -2%
SMFG
165
Sumitomo Mitsui Financial Group
Japan
$3.63M +$832K +12,848 +30%
GB
166
Gunma Bank
Japan
$3.63M – – –
SFSIG
167
San Francisco Sentry Investment Group
California
$3.63M +$82.5K +1,275 +2%
FTC
168
Farmers Trust Company
Ohio
$3.59M +$91.4K +1,412 +3%
QAM
169
Q3 Asset Management
Michigan
$3.58M -$3.39M -52,349 -49%
TAM
170
Tocqueville Asset Management
New York
$3.57M -$152K -2,345 -4%
GSC
171
G&S Capital
Colorado
$3.57M -$82.3K -1,272 -2%
SP
172
Symmetry Partners
Connecticut
$3.44M +$334K +5,155 +11%
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
$3.43M -$61.8K -954 -2%
PFS
174
Prospera Financial Services
Texas
$3.41M +$259K +4,007 +8%
BAM
175
Bruderman Asset Management
New York
$3.35M -$1.13M -18,299 -25%
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