XLU icon

Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

530 hedge funds and large institutions have $6.12B invested in Utilities Select Sector SPDR Fund in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 195 increasing their positions, 166 reducing their positions, and 50 closing their positions.

Holders
530
Holders Change
+14
Holders Change %
+2.71%
% of All Funds
13.23%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
69
Increased
195
Reduced
166
Closed
50
Calls
$933M
Puts
$2.05B
Net Calls
-$1.12B
Net Calls Change
-$476M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$343M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$173M
3
Goldman Sachs
3
Goldman Sachs
New York
$635M
4
PPFA
4
Provida Pension Fund Administrator
Chile
$87.2M
5
ECM
5
Element Capital Management
New York
$62.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$354M
2
CWM
2
CIBC World Markets
New York
$0
3
CS
3
Credit Suisse
Switzerland
$72.7M
4
Bank of America
4
Bank of America
North Carolina
$529M
5
Citigroup
5
Citigroup
New York
$610M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$635M 12,218,793 +3,002,963 +33%
Citigroup
2
Citigroup
New York
$610M 11,741,673 -2,079,037 -15%
Bank of America
3
Bank of America
North Carolina
$529M 10,171,530 -3,016,631 -23%
SGI
4
Swan Global Investments
Colorado
$355M 6,840,934 +334,708 +5%
Morgan Stanley
5
Morgan Stanley
New York
$354M 6,819,279 -11,144,969 -62%
Barclays
6
Barclays
United Kingdom
$343M 6,603,931 +6,437,031 +3,857%
N
7
Natixis
France
$249M 4,800,000 +1,000,000 +26%
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$175M 3,373,340 -374,320 -10%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$173M 3,335,900 +3,324,500 +29,162%
UBS Group
10
UBS Group
Switzerland
$160M 3,076,671 +897,296 +41%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$110M 2,115,490 -90,594 -4%
STMM
12
South Texas Money Management
Texas
$110M 2,110,760 +3,830 +0.2%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$90.5M 1,742,184 +452,637 +35%
Wells Fargo
14
Wells Fargo
California
$87.5M 1,683,466 -12,697 -0.7%
PPFA
15
Provida Pension Fund Administrator
Chile
$87.2M 1,677,396 +1,631,000 +3,515%
PI
16
Putnam Investments
Massachusetts
$81.6M 1,571,386 +793,121 +102%
UCFA
17
United Capital Financial Advisors
Texas
$80.6M 1,551,007 -117,704 -7%
CS
18
Credit Suisse
Switzerland
$72.7M 1,399,201 -6,263,599 -82%
ERSOT
19
Employees Retirement System of Texas
Texas
$64.5M 1,242,000 – –
ECM
20
Element Capital Management
New York
$62.9M 1,210,408 +1,210,408 New
LMIM
21
Lockheed Martin Investment Management
Maryland
$62.8M 1,209,500 – –
Two Sigma Investments
22
Two Sigma Investments
New York
$60.1M 1,157,500 -411,780 -26%
BlackRock
23
BlackRock
New York
$56.1M 1,080,579 -96,056 -8%
Nomura Holdings
24
Nomura Holdings
Japan
$52M 1,000,000 +1,000,000 New
William Blair Investment Management
25
William Blair Investment Management
Illinois
$50.1M 964,900 -25,100 -3%
1
2 3 4 5