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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

502 hedge funds and large institutions have $6.52B invested in Utilities Select Sector SPDR Fund in 2016 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 133 increasing their positions, 214 reducing their positions, and 77 closing their positions.

Holders
502
Holders Change
-32
Holders Change %
-5.99%
% of All Funds
13.42%
Holding in Top 10
23
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-42.5%
% of All Funds
0.61%
New
54
Increased
133
Reduced
214
Closed
77
Calls
$600M
Puts
$1.6B
Net Calls
-$996M
Net Calls Change
-$581M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.11B
2
Citigroup
2
Citigroup
New York
$558M
3
Bank of America
3
Bank of America
North Carolina
$1B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$251M
5
N
5
Natixis
France
$91.1M

Top Sellers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$471K
2
Goldman Sachs
2
Goldman Sachs
New York
$571M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$53.5M
4
PAG
4
Pinnacle Advisory Group
Maryland
$1.23M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.11B 22,566,913 +12,106,553 +116%
Bank of America
2
Bank of America
North Carolina
$1B 20,463,414 +1,998,036 +11%
Goldman Sachs
3
Goldman Sachs
New York
$571M 11,655,954 -1,500,799 -11%
Citigroup
4
Citigroup
New York
$558M 11,398,874 +4,343,545 +62%
CS
5
Credit Suisse
Switzerland
$258M 5,269,567 +1,260,159 +31%
SGI
6
Swan Global Investments
Colorado
$252M 5,038,632 +418,907 +9%
BNP Paribas Financial Markets
7
BNP Paribas Financial Markets
France
$251M 5,121,120 +1,882,880 +58%
UBS Group
8
UBS Group
Switzerland
$168M 3,420,365 -67,435 -2%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$159M 3,252,556 +418,151 +15%
Wells Fargo
10
Wells Fargo
California
$137M 2,787,467 -508,893 -15%
Barclays
11
Barclays
United Kingdom
$106M 2,167,567 +158,018 +8%
STMM
12
South Texas Money Management
Texas
$97M 1,979,059 +28,638 +1%
N
13
Natixis
France
$91.1M 1,847,134 +1,847,134 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$82.9M 1,692,606 -197,261 -10%
LPL Financial
15
LPL Financial
California
$80.5M 1,701,769 +399,034 +31%
BlackRock
16
BlackRock
New York
$57.2M 1,168,363 – –
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$53.5M 1,091,638 -1,363,931 -56%
SG Americas Securities
18
SG Americas Securities
New York
$51.6M 1,052,555 +253,932 +32%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$50.8M 1,037,000 +19,200 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$39.6M 808,081 -704,126 -47%
PI
21
Putnam Investments
Massachusetts
$36.6M 746,352 +6,849 +0.9%
US Bancorp
22
US Bancorp
Minnesota
$36.5M 745,327 -4,607 -0.6%
QIM
23
Quantitative Investment Management
Virginia
$33.1M 675,000 +675,000 New
NLI
24
Nippon Life Insurance
Japan
$29M 591,200 +591,200 New
ATN
25
AMF Tjänstepension
Sweden
$28.2M 574,600 -55,800 -9%
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