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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

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

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.08B
2
Bank of America
2
Bank of America
North Carolina
$869M
3
Nomura Holdings
3
Nomura Holdings
Japan
$119M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.14B
5
AssetMark Inc
5
AssetMark Inc
California
$88.9M

Top Sellers

1
Citigroup
1
Citigroup
New York
$261M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$254M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$151M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$57.9M
5
QIM
5
Quantitative Investment Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
201
Wolverine Asset Management
Illinois
$1.89M +$1.26M +23,835 +200%
VAM
202
Verity Asset Management
North Carolina
$1.89M +$1.89M +35,728 New
F
203
F3Logic
Minnesota
$1.89M +$1.89M +35,914 New
ZIG
204
Zurich Insurance Group
Switzerland
$1.88M +$1.11M +21,024 +144%
ABC
205
Associated Banc-Corp
Wisconsin
$1.86M +$186K +3,517 +11%
MBTD
206
Mechanics Bank - Trust Department
California
$1.85M -$10.5K -198 -0.6%
TSS
207
Two Sigma Securities
New York
$1.84M +$1.33M +25,189 +262%
AS
208
Altshuler Shaham
Israel
$1.83M +$1.83M +34,500 New
FTC
209
Farmers Trust Company
Ohio
$1.78M +$12.1K +228 +0.7%
SCA
210
Strategic Capital Advisers
Colorado
$1.78M +$1.78M +33,640 New
GEM
211
Global Endowment Management
North Carolina
$1.73M -$1.98M -37,350 -53%
SGCA
212
Steel Grove Capital Advisors
Tennessee
$1.7M +$1.7M +32,165 New
NS
213
NewDay Solutions
New Hampshire
$1.69M +$1.69M +32,018 New
AGA
214
Accuvest Global Advisors
Utah
$1.68M +$1.68M +31,717 New
NFG
215
Next Financial Group
Texas
$1.67M +$1.43M +27,098 +598%
CIBC Private Wealth Group
216
CIBC Private Wealth Group
Georgia
$1.66M +$48.8K +922 +3%
FIG
217
FundX Investment Group
California
$1.64M +$1.64M +30,900 New
Cetera Investment Advisers
218
Cetera Investment Advisers
Illinois
$1.62M +$313K +5,910 +24%
UBS AM
219
UBS AM
Illinois
$1.61M -$69.5K -1,314 -4%
EDRH
220
Edmond de Rothschild Holding
Switzerland
$1.59M +$344K +6,505 +28%
Chevy Chase Trust
221
Chevy Chase Trust
Maryland
$1.58M +$15.7K +296 +1%
ST
222
Sabal Trust
Florida
$1.58M +$75.9K +1,434 +5%
CWM
223
CMH Wealth Management
New Hampshire
$1.56M +$23.3K +440 +2%
DLCIG
224
D.L. Carlson Investment Group
New Hampshire
$1.53M -$6.99K -132 -0.5%
BCA
225
Bray Capital Advisors
Florida
$1.53M -$20.9K -395 -1%
7 8
9
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