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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

388 hedge funds and large institutions have $6.57B invested in Utilities Select Sector SPDR Fund in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 138 increasing their positions, 159 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-16
Holders Change %
-3.96%
% of All Funds
11.27%
Holding in Top 10
16
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-44.83%
% of All Funds
0.46%
New
28
Increased
138
Reduced
159
Closed
43
Calls
$288M
Puts
$581M
Net Calls
-$292M
Net Calls Change
-$151M

Top Buyers

1
Citigroup
Citigroup
New York
$285M
2
CS
Credit Suisse
Switzerland
$391M
3
Goldman Sachs
Goldman Sachs
New York
$1.03B
4
CA
Commerzbank Aktiengesellschaft
Germany
$716M
5
MAA
Managed Account Advisors
New Jersey
$107M

Top Sellers

1
EA
Euclid Advisors
Connecticut
$0
2
Bank of America
Bank of America
North Carolina
$364M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$43M
4
Barclays
Barclays
United Kingdom
$618M
5
AII
AGF Investments Inc
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
176
Windsor Capital Management
Arizona
$1M +$3.03K +72 +0.3%
FHA
177
First Horizon Advisors
Tennessee
$993K -$137K -3,245 -12%
AGM
178
Alpine Global Management
New York
$967K +$967K +22,970 New
SB
179
Suntrust Banks
Georgia
$949K +$2.27K +54 +0.2%
DBIA
180
Dumont & Blake Investment Advisors
New Jersey
$936K – – –
MIM
181
Macroview Investment Management
Maryland
$932K -$1.72M -40,838 -65%
CASB
182
Cape Ann Savings Bank
Massachusetts
$916K -$10.8K -257 -1%
1SB
183
1ST Source Bank
Indiana
$914K +$223K +5,304 +32%
MA
184
MUFG Americas
New York
$900K -$85.3K -2,026 -9%
CSIC
185
Clifford Swan Investment Counsel
California
$864K – – –
FNT
186
First National Trust
Pennsylvania
$847K -$505 -12 -0.1%
STIA
187
Stone Toro Investment Advisers
New Jersey
$841K +$459K +10,900 +120%
KIA
188
KCM Investment Advisors
California
$833K +$61.7K +1,465 +8%
MIC
189
Meridian Investment Counsel
California
$810K -$40K -950 -5%
Stifel Financial
190
Stifel Financial
Missouri
$805K -$5.68M -134,836 -88%
CA
191
Cetera Advisors
Colorado
$785K +$186K +4,428 +31%
PAG
192
Private Advisor Group
New Jersey
$777K +$2.15K +51 +0.3%
Bank of New York Mellon
193
Bank of New York Mellon
New York
$758K +$86.3K +2,050 +13%
HRIA
194
Haberer Registered Investment Advisor
Ohio
$754K -$330K -7,850 -30%
TWM
195
Torch Wealth Management
Ohio
$741K – – –
ST
196
Sabal Trust
Florida
$736K -$17.7K -420 -2%
BOS
197
Bingham Osborn & Scarborough
California
$723K -$197K -4,685 -21%
Two Sigma Advisers
198
Two Sigma Advisers
New York
$723K +$301K +7,150 +71%
Zurich Cantonal Bank
199
Zurich Cantonal Bank
Switzerland
$720K -$96.8K -2,300 -12%
DC
200
Davenport & Co
Virginia
$715K +$168 +4 +0%
6 7
8
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