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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 %
FCI
201
Financial Counselors Inc
Kansas
$1.53M +$143K +2,891 +10%
SI
202
SII Investments
Wisconsin
$1.51M +$663K +13,371 +79%
ACS
203
Archford Capital Strategies
Illinois
$1.51M +$59.3K +1,196 +4%
Creative Planning
204
Creative Planning
Kansas
$1.49M +$658K +13,274 +79%
LCM
205
Leisure Capital Management
California
$1.47M -$120K -2,408 -8%
KCM
206
Karp Capital Management
California
$1.46M +$1.23M +24,780 +529%
EP
207
Edgestream Partners
New Jersey
$1.45M +$1.45M +29,309 New
1SB
208
1ST Source Bank
Indiana
$1.44M +$258K +5,204 +22%
SPC
209
Sigma Planning Corp
Michigan
$1.42M +$213K +4,296 +18%
ST
210
Sabal Trust
Florida
$1.42M -$101K -2,030 -7%
WEC
211
Winslow Evans & Crocker
Massachusetts
$1.39M +$1.37M +27,696 +6,855%
RC
212
Roundview Capital
New Jersey
$1.38M +$1.38M +27,815 New
BCM
213
Bluefin Capital Management
New York
$1.37M +$1.37M +27,601 New
Brown Advisory
214
Brown Advisory
Maryland
$1.37M +$50 +1 +0%
AA
215
Apriem Advisors
California
$1.32M +$1.26M +25,450 +2,166%
ABC
216
Associated Banc-Corp
Wisconsin
$1.31M +$30.3K +611 +2%
CB
217
Commerce Bank
Missouri
$1.29M – – –
EDRH
218
Edmond de Rothschild Holding
Switzerland
$1.28M -$173K -3,482 -12%
TSWM
219
Triangle Securities Wealth Management
North Carolina
$1.27M -$1.08M -21,791 -46%
BAC
220
Boys Arnold & Co
North Carolina
$1.23M -$2.68M -53,976 -69%
Chevy Chase Trust
221
Chevy Chase Trust
Maryland
$1.23M -$391K -7,883 -24%
HSBC Holdings
222
HSBC Holdings
United Kingdom
$1.22M -$401K -8,067 -25%
SAM
223
Securian Asset Management
Minnesota
$1.19M – – –
VAS
224
Valicenti Advisory Services
New York
$1.18M +$529K +10,667 +81%
KP
225
Keel Point
Alabama
$1.18M +$472K +9,515 +67%
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