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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

754 hedge funds and large institutions have $9.19B invested in Utilities Select Sector SPDR Fund in 2019 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 265 increasing their positions, 245 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+37
Holders Change %
+5.16%
% of All Funds
16.4%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.83%
New
108
Increased
265
Reduced
245
Closed
57
Calls
$876M
Puts
$1.35B
Net Calls
-$470M
Net Calls Change
+$279M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$995M
2
FMI
Factory Mutual Insurance
Massachusetts
$194M
3
Citigroup
Citigroup
New York
$351M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$327M
5
Bank of America
Bank of America
North Carolina
$1.16B

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$708M
2
SGI
Swan Global Investments
Colorado
$257M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
$4.88M
4
PP
Paloma Partners
Connecticut
$5.54M
5
Two Sigma Investments
Two Sigma Investments
New York
$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
201
HCR Wealth Advisors
California
$2.65M +$182K +3,054 +7%
OC
202
Oppenheimer & Co
New York
$2.64M +$179K +2,993 +7%
VDI
203
Vaughan David Investments
Illinois
$2.64M +$718K +12,032 +37%
ST
204
Sabal Trust
Florida
$2.6M +$25.1K +421 +1%
SMFG
205
Sumitomo Mitsui Financial Group
Japan
$2.57M +$1.95M +32,745 +314%
GAMA
206
Graticule Asia Macro Advisors
New York
$2.55M -$322K -5,400 -11%
SIA
207
Starfire Investment Advisers
Michigan
$2.54M +$25.9K +435 +1%
AWM
208
Altium Wealth Management
New York
$2.54M +$1.69M +28,275 +197%
PCIA
209
Prime Capital Investment Advisors
Kansas
$2.53M +$2.4M +40,258 +1,867%
BHWM
210
Bar Harbor Wealth Management
New Hampshire
$2.52M -$44.7K -749 -2%
TW
211
Transform Wealth
Colorado
$2.52M +$2.52M +42,198 New
ABC
212
Associated Banc-Corp
Wisconsin
$2.49M +$78.7K +1,320 +3%
PFT
213
Providence First Trust
Arizona
$2.39M -$119K -1,997 -5%
KJHP
214
K.J. Harrison & Partners
Ontario, Canada
$2.39M +$2.39M +40,000 New
MCM
215
Manchester Capital Management
Vermont
$2.37M – – –
BCA
216
Bray Capital Advisors
Florida
$2.35M +$195K +3,272 +9%
Brown Advisory
217
Brown Advisory
Maryland
$2.33M +$100K +1,682 +5%
Q
218
QVR
California
$2.33M +$2.33M +39,000 New
NCM
219
Noesis Capital Mangement
Florida
$2.29M -$46.2K -775 -2%
AIC
220
Ayalon Insurance Company
Israel
$2.29M -$450K -7,564 -16%
RCG
221
Rock Creek Group
District of Columbia
$2.28M +$282K +4,733 +14%
SCA
222
Strategic Capital Advisers
Colorado
$2.27M -$67.4K -1,131 -3%
FG
223
Fiduciary Group
Georgia
$2.26M -$138K -2,308 -6%
FSA
224
Financial Services Advisory
Maryland
$2.23M +$2.23M +37,427 New
MBTD
225
Mechanics Bank - Trust Department
California
$2.23M +$13.1K +220 +0.6%
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