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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

717 hedge funds and large institutions have $8.33B invested in Utilities Select Sector SPDR Fund in 2019 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 248 increasing their positions, 249 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+17
Holders Change %
+2.43%
% of All Funds
15.54%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.89%
New
94
Increased
248
Reduced
249
Closed
69
Calls
$603M
Puts
$1.35B
Net Calls
-$749M
Net Calls Change
+$208M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$137M
2
SGI
Swan Global Investments
Colorado
+$106M
3
Barclays
Barclays
United Kingdom
+$82M
4
PCM
Price Capital Management
Louisiana
+$63.4M
5
Wells Fargo
Wells Fargo
California
+$62M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$494M
2
Deutsche Bank
Deutsche Bank
Germany
-$319M
3
N
Natixis
France
-$204M
4
Goldman Sachs
Goldman Sachs
New York
-$187M
5
Nomura Holdings
Nomura Holdings
Japan
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
201
Regions Financial Corp
Alabama
$2.32M +$1.47M +25,303 +173%
MCM
202
Manchester Capital Management
Vermont
$2.31M -$419K -7,203 -15%
NCM
203
Noesis Capital Mangement
Florida
$2.28M +$27.3K +470 +1%
SCA
204
Strategic Capital Advisers
Colorado
$2.28M +$323K +5,550 +16%
IP
205
Investment Partners
Ohio
$2.18M +$5.82K +100 +0.3%
Brown Advisory
206
Brown Advisory
Maryland
$2.17M +$1M +17,271 +86%
KeyBank National Association
207
KeyBank National Association
Ohio
$2.17M -$24.6K -423 -1%
MBTD
208
Mechanics Bank - Trust Department
California
$2.16M +$129K +2,225 +6%
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$2.1M +$2.1M +36,118 New
BCA
210
Bray Capital Advisors
Florida
$2.1M +$424K +7,297 +25%
CRC
211
Curi RMB Capital
Illinois
$2.1M -$3.2M -54,929 -60%
PP
212
Patten & Patten
Tennessee
$2.09M -$63.4K -1,089 -3%
JG
213
Jefferies Group
New York
$2.06M -$29.6M -508,253 -93%
TF
214
Trek Financial
Arizona
$2.06M +$2.06M +35,323 New
ClearBridge Investments
215
ClearBridge Investments
New York
$1.99M -$175K -3,000 -8%
HFS
216
HL Financial Services
Kentucky
$1.99M -$303K -5,217 -13%
RCG
217
Rock Creek Group
District of Columbia
$1.94M -$500K -8,597 -20%
SFSIG
218
San Francisco Sentry Investment Group
California
$1.92M +$1.46M +25,144 +318%
UBS AM
219
UBS AM
Illinois
$1.91M +$142K +2,433 +8%
Fidelity International
220
Fidelity International
Bermuda
$1.9M +$930K +15,989 +96%
GEM
221
Global Endowment Management
North Carolina
$1.9M – – –
Cetera Investment Advisers
222
Cetera Investment Advisers
Illinois
$1.9M +$121K +2,068 +7%
Chevy Chase Trust
223
Chevy Chase Trust
Maryland
$1.89M +$136K +2,324 +8%
WA
224
WBH Advisory
Maryland
$1.88M +$38.4K +660 +2%
VDI
225
Vaughan David Investments
Illinois
$1.87M +$232K +3,993 +14%
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