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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

362 hedge funds and large institutions have $5.45B invested in Utilities Select Sector SPDR Fund in 2013 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 103 increasing their positions, 138 reducing their positions, and 45 closing their positions.

Holders
362
Holders Change
+32
Holders Change %
+9.7%
% of All Funds
10.51%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.61%
New
80
Increased
103
Reduced
138
Closed
45
Calls
$212M
Puts
$270M
Net Calls
-$58.2M
Net Calls Change
-$745M

Top Buyers

1
Citigroup
1
Citigroup
New York
$702M
2
Goldman Sachs
2
Goldman Sachs
New York
$986M
3
CA
3
Commerzbank Aktiengesellschaft
Germany
$499M
4
Morgan Stanley
4
Morgan Stanley
New York
$502M
5
U
5
UBS
Switzerland
$159M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$3.66M
2
Invesco
2
Invesco
Georgia
$18.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$300M
4
ADEF
4
Adams Diversified Equity Fund
Maryland
$0
5
MSU
5
Maple Securities USA
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$986M 25,964,457 +12,366,722 +91%
Citigroup
2
Citigroup
New York
$702M 18,500,556 +16,183,240 +698%
Morgan Stanley
3
Morgan Stanley
New York
$502M 13,223,159 +3,879,318 +42%
CA
4
Commerzbank Aktiengesellschaft
Germany
$499M 12,753,388 +9,003,388 +240%
Bank of America
5
Bank of America
North Carolina
$485M 12,780,851 +1,126,628 +10%
Barclays
6
Barclays
United Kingdom
$407M 10,987,313 -156,243 -1%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$300M 7,911,184 -582,826 -7%
U
8
UBS
Switzerland
$159M 4,196,334 +1,519,386 +57%
LMIM
9
Lockheed Martin Investment Management
Maryland
$151M 3,980,932 +108,625 +3%
SG Americas Securities
10
SG Americas Securities
New York
$105M 2,763,932 +509,084 +23%
CS
11
Credit Suisse
Switzerland
$94.1M 2,479,552 +312,043 +14%
Wells Fargo
12
Wells Fargo
California
$71.8M 1,890,515 -147,527 -7%
Deutsche Bank
13
Deutsche Bank
Germany
$70.5M 1,857,586 +137,549 +8%
STMM
14
South Texas Money Management
Texas
$50.5M 1,330,511 +31,231 +2%
V
15
Veritable
Delaware
$42.8M 1,126,645 -32,220 -3%
US Bancorp
16
US Bancorp
Minnesota
$34.2M 901,074 -77,689 -8%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$31.4M 826,842 +430,420 +109%
SGI
18
Swan Global Investments
Colorado
$22M 579,549 +579,549 New
LPL Financial
19
LPL Financial
California
$20.3M 535,405 -54,604 -9%
CC
20
Carlson Capital
Texas
$20.2M 531,700 +531,700 New
AF
21
Ally Financial
Michigan
$19.9M 525,000 +60,000 +13%
Invesco
22
Invesco
Georgia
$18.9M 497,504 -614,788 -55%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$17.6M 464,476 -20,080 -4%
FMLI
24
Fukoku Mutual Life Insurance
Japan
$17.2M 453,000 – –
DCC
25
Dow Chemical Company
Michigan
$17M 448,310 +259,777 +138%
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