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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

362 hedge funds and large institutions have $5.45B invested in Utilities Select Sector SPDR Fund in 2013 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 103 increasing their positions, 138 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+32
Holders Change %
+9.7%
% of All Funds
10.51%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.61%
New
80
Increased
103
Reduced
138
Closed
45
Calls
$212M
Puts
$270M
Net Calls
-$58.2M
Net Calls Change
-$745M

Top Buyers

1
Citigroup
Citigroup
New York
$702M
2
Goldman Sachs
Goldman Sachs
New York
$986M
3
CA
Commerzbank Aktiengesellschaft
Germany
$499M
4
Morgan Stanley
Morgan Stanley
New York
$502M
5
U
UBS
Switzerland
$159M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$3.66M
2
Invesco
Invesco
Georgia
$18.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$300M
4
ADEF
Adams Diversified Equity Fund
Maryland
$0
5
MSU
Maple Securities USA
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CASB
176
Cape Ann Savings Bank
Massachusetts
$806K +$10.6K +280 +1%
LIC
177
Lodestar Investment Counsel
Illinois
$790K – – –
VFS
178
VSR Financial Services
Kansas
$785K -$72.4K -1,907 -8%
HPC
179
HM Payson & Co
Maine
$780K -$11.4K -300 -1%
AIP
180
ARS Investment Partners
New York
$764K +$764K +20,109 New
KFS
181
KMS Financial Services
Washington
$740K +$120K +3,162 +19%
SAG
182
Sterne Agee Group
Alabama
$737K -$1.6M -42,000 -68%
CB
183
Commerce Bank
Missouri
$733K +$146K +3,840 +25%
BRWA
184
B. Riley Wealth Advisors
Florida
$730K -$25.1K -661 -3%
CSIC
185
Clifford Swan Investment Counsel
California
$722K – – –
ST
186
Sabal Trust
Florida
$718K +$4.67K +123 +0.7%
CMBA
187
C.M. Bidwell & Associates
Hawaii
$715K -$33.6K -885 -4%
MBT
188
Montecito Bank & Trust
California
$712K -$300K -7,913 -30%
OSNBOA
189
Old Second National Bank of Aurora
Illinois
$712K – – –
SPL
190
Smart Portfolios LLC
Washington
$693K +$693K +18,186 New
DC
191
Davenport & Co
Virginia
$679K -$4.4K -116 -0.6%
CI
192
Conning Inc
Connecticut
$664K – – –
Mariner
193
Mariner
Kansas
$654K +$654K +17,220 New
TT
194
Tower Trust
Indiana
$634K -$17.8K -469 -3%
TWM
195
Torch Wealth Management
Ohio
$632K +$632K +16,650 New
ICAS
196
Investors Capital Advisory Services
Massachusetts
$616K +$61.5K +1,620 +11%
PAI
197
Pittenger & Anderson Inc
Nebraska
$610K -$18.4K -485 -3%
VAS
198
Valicenti Advisory Services
New York
$607K -$19.4K -512 -3%
JPMPWA
199
J.P. Morgan Private Wealth Advisors
California
$606K +$27.5K +725 +5%
OC
200
Oppenheimer & Co
New York
$601K -$462K -12,159 -43%
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