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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

506 hedge funds and large institutions have $6.16B invested in Utilities Select Sector SPDR Fund in 2016 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 106 increasing their positions, 214 reducing their positions, and 80 closing their positions.

Holders
506
Holders Change
+4
Holders Change %
+0.8%
% of All Funds
12.67%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.53%
New
92
Increased
106
Reduced
214
Closed
80
Calls
$731M
Puts
$1.87B
Net Calls
-$1.14B
Net Calls Change
-$141M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$421M
2
CS
2
Credit Suisse
Switzerland
$318M
3
ERSOT
3
Employees Retirement System of Texas
Texas
$60.3M
4
MCM
4
Moore Capital Management
New York
$53.2M
5
HI
5
Honeywell International
North Carolina
$48.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$721M
2
Citigroup
2
Citigroup
New York
$461M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$187M
4
Wells Fargo
4
Wells Fargo
California
$78.9M
5
LPL Financial
5
LPL Financial
California
$36.4M
Name Market Value Shares Shares
Change 		Shares
Change %
HCP
201
Holt Capital Partners
Texas
$930K 19,149 – –
TCT
202
TIAA CREF Trust
Missouri
$920K 18,932 -6,956 -27%
EVM
203
Eaton Vance Management
Massachusetts
$904K 18,616 -500 -3%
DC
204
Davenport & Co
Virginia
$895K 18,429 -424 -2%
Bank of New York Mellon
205
Bank of New York Mellon
New York
$885K 18,241 +5,439 +42%
CT
206
Coastline Trust
Rhode Island
$882K 18,157 -255 -1%
CASB
207
Cape Ann Savings Bank
Massachusetts
$877K 17,838 -64 -0.4%
WTB
208
Washington Trust Bank
Washington
$869K 17,891 +9,484 +113%
Nuveen Asset Management
209
Nuveen Asset Management
Illinois
$856K 17,622 -378 -2%
ACM
210
AUA Capital Management
Pennsylvania
$849K 17,492 +17,492 New
BCM
211
BTR Capital Management
California
$845K 17,248 – –
WA
212
Winfield Associates
Ohio
$834K 17,162 -1,675 -9%
LCM
213
Lee Capital Management
New York
$825K 16,984 +16,984 New
SCM
214
Southport Capital Management
Tennessee
$824K 16,964 +40 +0.2%
MIC
215
Meridian Investment Counsel
California
$821K 16,910 -1,250 -7%
RJT
216
Raymond James Trust
Florida
$816K 16,800 +15 +0.1%
P
217
PhaseCapital
New York
$807K 16,612 -14,000 -46%
BIM
218
BlackRock Investment Management
Delaware
$805K 16,570 +8,500 +105%
PAG
219
Pinnacle Advisory Group
Maryland
$801K 16,486 -9,448 -36%
JSL
220
JT Stratford LLC
Georgia
$786K 16,190 +16,190 New
SFG
221
StrategIQ Financial Group
Indiana
$777K 15,991 -2,381 -13%
CAL
222
Capital Advisors Ltd
Ohio
$766K 15,777 +4 +0%
CAM
223
Cypress Asset Management
Texas
$766K 15,761 +15,761 New
BOS
224
Bingham Osborn & Scarborough
California
$764K 15,732 – –
Mariner
225
Mariner
Kansas
$760K 15,645 -10,042 -39%
7 8
9
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