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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

532 hedge funds and large institutions have $6.51B invested in Utilities Select Sector SPDR Fund in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 174 increasing their positions, 197 reducing their positions, and 42 closing their positions.

Holders
532
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
13.28%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.65%
New
50
Increased
174
Reduced
197
Closed
42
Calls
$982M
Puts
$1.86B
Net Calls
-$881M
Net Calls Change
+$239M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$322M
2
Bank of America
2
Bank of America
North Carolina
$724M
3
UBS Group
3
UBS Group
Switzerland
$332M
4
QIM
4
Quantitative Investment Management
Virginia
$124M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$127M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$432M
2
Morgan Stanley
2
Morgan Stanley
New York
$257M
3
PPFA
3
Provida Pension Fund Administrator
Chile
$74K
4
ECM
4
Element Capital Management
New York
$0
5
Nomura Holdings
5
Nomura Holdings
Japan
$495K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$724M 13,655,984 +3,484,454 +34%
Citigroup
2
Citigroup
New York
$617M 11,636,906 -104,767 -0.9%
Goldman Sachs
3
Goldman Sachs
New York
$432M 8,140,261 -4,078,532 -33%
SGI
4
Swan Global Investments
Colorado
$386M 7,262,061 +421,127 +6%
Barclays
5
Barclays
United Kingdom
$355M 6,695,563 +91,632 +1%
UBS Group
6
UBS Group
Switzerland
$332M 6,259,042 +3,182,371 +103%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$322M 6,062,739 +4,320,555 +248%
Morgan Stanley
8
Morgan Stanley
New York
$257M 4,851,912 -1,967,367 -29%
N
9
Natixis
France
$255M 4,800,000 – –
Two Sigma Advisers
10
Two Sigma Advisers
New York
$178M 3,350,200 +14,300 +0.4%
Two Sigma Investments
11
Two Sigma Investments
New York
$152M 2,870,071 +1,712,571 +148%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$141M 2,662,890 -710,450 -21%
TD Asset Management
13
TD Asset Management
Ontario, Canada
$127M 2,400,000 +1,757,000 +273%
QIM
14
Quantitative Investment Management
Virginia
$124M 2,339,400 +2,339,400 New
STMM
15
South Texas Money Management
Texas
$115M 2,160,496 +49,736 +2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$101M 1,897,360 -218,130 -10%
Wells Fargo
17
Wells Fargo
California
$82.3M 1,552,131 -131,335 -8%
UCFA
18
United Capital Financial Advisors
Texas
$70.5M 1,328,555 -222,452 -14%
ERSOT
19
Employees Retirement System of Texas
Texas
$65.9M 1,242,000 – –
LMIM
20
Lockheed Martin Investment Management
Maryland
$64.2M 1,209,500 – –
PVH
21
Psagot Value Holdings
Israel
$58.9M 1,109,723 +861,017 +346%
BlackRock
22
BlackRock
New York
$57.3M 1,080,524 -55 -0%
CS
23
Credit Suisse
Switzerland
$55.9M 1,054,380 -344,821 -25%
MCM
24
Moore Capital Management
New York
$54.2M 1,021,500 +1,021,500 New
LPL Financial
25
LPL Financial
California
$49.2M 928,008 +34,579 +4%
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