XLU icon

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 %
HCM
201
Hollencrest Capital Management
California
$707K +$12.2K +290 +2%
ID
202
Integral Derivatives
New York
$707K +$707K +16,800 New
BUB
203
BBVA USA Bancshares
Texas
$701K +$1.64K +39 +0.2%
ICAS
204
Investors Capital Advisory Services
Massachusetts
$678K -$92.3K -2,192 -12%
HPC
205
HM Payson & Co
Maine
$667K -$40.4K -960 -6%
PSUF
206
People's United Financial
Connecticut
$658K -$25.8K -614 -4%
PAI
207
Pittenger & Anderson Inc
Nebraska
$656K -$10.5K -250 -2%
VFS
208
VSR Financial Services
Kansas
$654K -$76.8K -1,825 -11%
CAN
209
Cetera Advisor Networks
California
$641K -$140K -3,296 -18%
CHC
210
City Holding Co
West Virginia
$639K – – –
EVM
211
Eaton Vance Management
Massachusetts
$639K +$394K +9,350 +161%
AIA
212
Arbor Investment Advisors
North Carolina
$638K -$284K -6,741 -31%
BCM
213
Boltwood Capital Management
California
$628K +$50.2K +1,192 +9%
KFS
214
KMS Financial Services
Washington
$625K -$16.6K -395 -3%
WS
215
Wedbush Securities
California
$618K -$171K -4,059 -22%
OC
216
Oppenheimer & Co
New York
$616K -$364K -8,639 -37%
VAS
217
Valicenti Advisory Services
New York
$614K -$29.2K -695 -5%
TCT
218
TIAA CREF Trust
Missouri
$606K +$32.2K +765 +6%
BAM
219
Brave Asset Management
New Jersey
$605K -$629K -14,950 -51%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$600K -$4.66M -110,812 -89%
AssetMark Inc
221
AssetMark Inc
California
$599K -$13.2K -313 -2%
FF
222
Friedenthal Financial
New Jersey
$592K -$35.8K -850 -6%
BCM
223
Brookstone Capital Management
Illinois
$579K -$32.2K -764 -5%
CAL
224
Capital Advisors Ltd
Ohio
$577K +$42 +1 +0%
CT
225
Coastline Trust
Rhode Island
$566K -$25.2K -600 -4%
7 8
9
10 11