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State Street Utilities Select Sector SPDR ETF
XLU

345 hedge funds and large institutions have $3.96B invested in State Street Utilities Select Sector SPDR ETF in 2013 Q2 according to their latest regulatory filings, with 345 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

148.46% more ownership

Funds ownership: 0% → 148.46% (+148%)

15% less call options, than puts

Call options by funds: $411M | Put options by funds: $484M

Holders
345
Holders Change
+345
Holders Change %
–
% of All Funds
11.26%
Holding in Top 10
19
Holding in Top 10 Change
+19
Holding in Top 10 Change %
% of All Funds
0.62%
New
345
Increased
–
Reduced
–
Closed
–
Calls
$411M
Puts
$484M
Net Calls
-$73.2M
Net Calls Change
-$73.2M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$392M +$408M +20,830,582 New
JP Morgan Chase
2
JP Morgan Chase
New York
$376M +$391M +19,971,814 New
CA
3
Commerzbank Aktiengesellschaft
Germany
$367M +$382M +19,500,656 New
Bank of America
4
Bank of America
North Carolina
$358M +$373M +19,028,480 New
Morgan Stanley
5
Morgan Stanley
New York
$276M +$287M +14,664,354 New
EA
6
Euclid Advisors
Connecticut
$213M +$221M +11,298,320 New
Barclays
7
Barclays
United Kingdom
$200M +$209M +10,643,872 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$144M +$150M +7,634,740 New
Citigroup
9
Citigroup
New York
$134M +$139M +7,095,500 New
U
10
UBS
Switzerland
$128M +$134M +6,822,840 New
LMIM
11
Lockheed Martin Investment Management
Maryland
$122M +$127M +6,486,014 New
Wells Fargo
12
Wells Fargo
California
$101M +$105M +5,345,628 New
Deutsche Bank
13
Deutsche Bank
Germany
$94.9M +$98.8M +5,043,620 New
SG Americas Securities
14
SG Americas Securities
New York
$87.6M +$91.2M +4,656,032 New
STMM
15
South Texas Money Management
Texas
$48.2M +$50.2M +2,562,280 New
V
16
Veritable
Delaware
$47M +$48.9M +2,495,828 New
ECP
17
Empyrean Capital Partners
California
$39.1M +$40.8M +2,080,764 New
US Bancorp
18
US Bancorp
Minnesota
$38.6M +$40.2M +2,052,614 New
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$29.3M +$30.5M +1,556,338 New
AAA
20
Alpine Associates Advisors
New Jersey
$28.8M +$30M +1,532,200 New
LPL Financial
21
LPL Financial
California
$25.9M +$27M +1,377,714 New
VIA
22
Virtus Investment Advisers
Connecticut
$25M +$26.1M +1,330,636 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$20.9M +$21.8M +1,113,322 New
CS
24
Credit Suisse
Switzerland
$18.9M +$19.7M +1,005,064 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$18.7M +$19.5M +994,302 New
1
2 3 4 5

XLU Hedge Fund Activity: Q2 2013 in Review

345 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q2 2013, worth a combined $3.96B.

Buyers outnumbered sellers: 345 funds opened new XLU positions and 0 closed out — a net gain of 345 holders — while 0 added to existing stakes and 0 trimmed.

  • 345 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.96B of State Street Utilities Select Sector SPDR ETF stock for Q2 2013.
  • 345 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q2 2013 and 0 closed out, a net change of +345 holders.

Based on aggregated 13F filings for Q2 2013.