XLU icon

Utilities Select Sector SPDR Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
176
Bar Harbor Wealth Management
New Hampshire
$2.45M -$32.4K -612 -1%
MCM
177
Manchester Capital Management
Vermont
$2.44M
AA
178
Apriem Advisors
California
$2.42M
SCCM
179
Schafer Cullen Capital Management
New York
$2.36M +$2.36M +44,618 New
RC
180
Roundview Capital
New Jersey
$2.29M +$57.8K +1,092 +3%
JGC
181
J. Goldman & Co
New York
$2.28M +$1.91M +36,029 +513%
CAN
182
Cetera Advisor Networks
California
$2.27M +$998K +18,841 +79%
MBT
183
Montecito Bank & Trust
California
$2.25M +$1.6M +30,225 +245%
SIA
184
Starfire Investment Advisers
Michigan
$2.25M -$395K -7,462 -15%
PFT
185
Providence First Trust
Arizona
$2.22M +$2.22M +42,025 New
RCG
186
Rock Creek Group
District of Columbia
$2.22M +$191K +3,619 +9%
FG
187
Fiduciary Group
Georgia
$2.19M -$240K -4,537 -10%
HWA
188
HCR Wealth Advisors
California
$2.14M +$223K +4,214 +12%
SS
189
Simplicity Solutions
Minnesota
$2.13M +$1.78M +33,750 +509%
HFS
190
HL Financial Services
Kentucky
$2.08M +$2.08M +39,348 New
Renaissance Technologies
191
Renaissance Technologies
New York
$2.07M -$7.35M -139,000 -78%
TTWM
192
TCV Trust & Wealth Management
Virginia
$2.07M -$124K -2,346 -6%
NCM
193
Noesis Capital Mangement
Florida
$2.05M
KeyBank National Association
194
KeyBank National Association
Ohio
$2M +$834K +15,758 +72%
IP
195
Investment Partners
Ohio
$1.97M +$181K +3,428 +10%
ClearBridge Investments
196
ClearBridge Investments
New York
$1.97M +$148K +2,800 +8%
PP
197
Patten & Patten
Tennessee
$1.96M -$65.5K -1,237 -3%
PFS
198
Prospera Financial Services
Texas
$1.96M +$972K +18,405 +99%
UAS
199
United Asset Strategies
New York
$1.94M -$7.36M -139,006 -79%
Mirae Asset Global Investments
200
Mirae Asset Global Investments
South Korea
$1.91M +$1.14M +21,588 +149%