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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

524 hedge funds and large institutions have $6.49B invested in Utilities Select Sector SPDR Fund in 2016 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 194 increasing their positions, 139 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+78
Holders Change %
+17.49%
% of All Funds
13.98%
Holding in Top 10
44
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+83.33%
% of All Funds
1.17%
New
121
Increased
194
Reduced
139
Closed
41
Calls
$741M
Puts
$1.48B
Net Calls
-$736M
Net Calls Change
-$275M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$610M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$174M
3
Citigroup
Citigroup
New York
$267M
4
Goldman Sachs
Goldman Sachs
New York
$717M
5
Bank of America
Bank of America
North Carolina
$820M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$227M
2
CA
Commerzbank Aktiengesellschaft
Germany
$218M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$190M
4
Barclays
Barclays
United Kingdom
$106M
5
Citadel Advisors
Citadel Advisors
Florida
$6.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
176
J.P. Morgan Private Wealth Advisors
California
$2.22M +$1.42M +28,546 +176%
LDB
177
Lee, Danner & Bass
Tennessee
$2.13M +$34.8K +733 +2%
NCM
178
Noesis Capital Mangement
Florida
$2.09M +$38.2K +769 +2%
HIM
179
Hanlon Investment Management
New Jersey
$2.06M +$2.06M +41,523 New
HH
180
Hilltop Holdings
Texas
$2.06M -$122K -2,457 -6%
CIC
181
Carnegie Investment Counsel
Ohio
$2M +$41.2K +831 +2%
SIA
182
Starfire Investment Advisers
Michigan
$2M +$253K +5,093 +14%
GH
183
GAM Holding
Switzerland
$1.99M – – –
EVM
184
Eaton Vance Management
Massachusetts
$1.98M +$80.6K +1,625 +4%
PAG
185
Private Advisor Group
New Jersey
$1.98M +$1.05M +21,145 +113%
ClearBridge Investments
186
ClearBridge Investments
New York
$1.95M -$74.4K -1,500 -4%
LM
187
Luminus Management
Texas
$1.94M +$1.94M +39,000 New
HCIA
188
Hochman Cole Investment Advisors
Illinois
$1.92M +$581K +11,700 +43%
OC
189
Oppenheimer & Co
New York
$1.92M +$1.06M +21,289 +123%
AIP
190
ARS Investment Partners
New York
$1.83M +$76.3K +1,537 +4%
VAM
191
Verity Asset Management
North Carolina
$1.77M +$1.77M +35,751 New
RMC
192
Regis Management Company
California
$1.77M +$277K +5,578 +19%
CK
193
Carnick & Kubik
Colorado
$1.68M +$32.7K +659 +2%
BIM
194
BlackRock Investment Management
Delaware
$1.68M – – –
LWAC
195
Laurel Wealth Advisors (California)
California
$1.68M +$862K +17,373 +106%
SIM
196
SSI Investment Management
California
$1.67M +$199 +4 +0%
FBNAT
197
FirstMerit Bank N.A. Trustee
Ohio
$1.64M +$164K +3,307 +11%
CC
198
Callan Capital
California
$1.59M -$89.4K -1,803 -5%
M&T Bank
199
M&T Bank
New York
$1.57M +$220K +4,437 +16%
NPC
200
National Planning Corporation
California
$1.54M -$539K -11,039 -26%
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