XLU icon

Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

458 hedge funds and large institutions have $7.22B invested in Utilities Select Sector SPDR Fund in 2014 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 144 increasing their positions, 145 reducing their positions, and 27 closing their positions.

Holders
458
Holders Change
+70
Holders Change %
+18.04%
% of All Funds
12.22%
Holding in Top 10
35
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+118.75%
% of All Funds
0.93%
New
104
Increased
144
Reduced
145
Closed
27
Calls
$165M
Puts
$904M
Net Calls
-$739M
Net Calls Change
-$447M

Top Buyers

1
EA
1
Euclid Advisors
Connecticut
$612M
2
UBS Group
2
UBS Group
Switzerland
$207M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$213M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$127M
5
Deutsche Bank
5
Deutsche Bank
Germany
$146M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$685M
2
Morgan Stanley
2
Morgan Stanley
New York
$602M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$311M
4
Bank of America
4
Bank of America
North Carolina
$204M
5
CA
5
Commerzbank Aktiengesellschaft
Germany
$609M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$685M 14,512,827 -10,010,484 -41%
EA
2
Euclid Advisors
Connecticut
$612M 12,970,320 +12,970,320 New
CA
3
Commerzbank Aktiengesellschaft
Germany
$609M 12,903,068 -4,100,000 -24%
Morgan Stanley
4
Morgan Stanley
New York
$602M 12,738,592 -8,796,399 -41%
Barclays
5
Barclays
United Kingdom
$584M 12,428,620 -2,290,235 -16%
CS
6
Credit Suisse
Switzerland
$450M 9,519,506 +240,129 +3%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$311M 6,593,813 -4,841,047 -42%
Citigroup
8
Citigroup
New York
$232M 4,905,613 -1,865,904 -28%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$213M 4,502,656 +3,481,853 +341%
UBS Group
10
UBS Group
Switzerland
$207M 4,384,718 +4,384,718 New
Bank of America
11
Bank of America
North Carolina
$204M 4,319,831 -4,320,130 -50%
MAA
12
Managed Account Advisors
New Jersey
$172M 3,641,354 +1,098,841 +43%
Wells Fargo
13
Wells Fargo
California
$148M 3,131,767 +1,134,323 +57%
Deutsche Bank
14
Deutsche Bank
Germany
$146M 3,099,537 +1,897,056 +158%
SGI
15
Swan Global Investments
Colorado
$138M 2,839,520 +242,412 +9%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$127M 2,679,749 +2,160,123 +416%
STMM
17
South Texas Money Management
Texas
$91.8M 1,944,370 -46,122 -2%
AII
18
AGF Investments Inc
Ontario, Canada
$85.6M 1,815,800 +1,815,800 New
SG Americas Securities
19
SG Americas Securities
New York
$60M 1,271,469 +563,185 +80%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$56.5M 1,197,206 +268,395 +29%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$55.9M 1,183,862 +80,289 +7%
PI
22
Putnam Investments
Massachusetts
$55.1M 1,167,368 +695,321 +147%
SMM
23
Stadion Money Management
Georgia
$53.8M 1,139,014 +1,139,014 New
V
24
Veritable
Delaware
$51.3M 1,086,883 -13,034 -1%
ATN
25
AMF Tjänstepension
Sweden
$44.8M 949,600 +949,600 New
1
2 3 4 5