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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

585 hedge funds and large institutions have $6.6B invested in Utilities Select Sector SPDR Fund in 2017 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 188 increasing their positions, 182 reducing their positions, and 59 closing their positions.

Holders
585
Holders Change
+53
Holders Change %
+9.96%
% of All Funds
13.29%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.59%
New
117
Increased
188
Reduced
182
Closed
59
Calls
$724M
Puts
$1.8B
Net Calls
-$1.08B
Net Calls Change
-$197M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$614M
2
Morgan Stanley
2
Morgan Stanley
New York
$498M
3
Goldman Sachs
3
Goldman Sachs
New York
$614M
4
PI
4
Putnam Investments
Massachusetts
$81.6M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$215M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$40.9M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$0
3
QIM
3
Quantitative Investment Management
Virginia
$0
4
Citigroup
4
Citigroup
New York
$513M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$60.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$745M 14,139,684 +483,700 +4%
UBS Group
2
UBS Group
Switzerland
$614M 11,663,794 +5,404,752 +86%
Goldman Sachs
3
Goldman Sachs
New York
$614M 11,656,123 +3,515,862 +43%
Citigroup
4
Citigroup
New York
$513M 9,739,670 -1,897,236 -16%
Morgan Stanley
5
Morgan Stanley
New York
$498M 9,456,647 +4,604,735 +95%
SGI
6
Swan Global Investments
Colorado
$411M 7,811,866 +549,805 +8%
Barclays
7
Barclays
United Kingdom
$366M 6,954,270 +258,707 +4%
N
8
Natixis
France
$253M 4,800,000 – –
Two Sigma Advisers
9
Two Sigma Advisers
New York
$215M 4,081,300 +731,100 +22%
Two Sigma Investments
10
Two Sigma Investments
New York
$152M 2,891,113 +21,042 +0.7%
STMM
11
South Texas Money Management
Texas
$114M 2,165,459 +4,963 +0.2%
Wells Fargo
12
Wells Fargo
California
$92M 1,746,108 +193,977 +12%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$89.4M 1,697,376 -199,984 -11%
PI
14
Putnam Investments
Massachusetts
$81.6M 1,549,464 +805,287 +108%
UCFA
15
United Capital Financial Advisors
Texas
$64.1M 1,218,269 -110,286 -8%
ERSOT
16
Employees Retirement System of Texas
Texas
$63.1M 1,197,000 -45,000 -4%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$62.5M 1,185,848 +700,263 +144%
LMIM
18
Lockheed Martin Investment Management
Maryland
$61.7M 1,170,715 -38,785 -3%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$60.8M 1,153,283 -1,509,607 -57%
PVH
20
Psagot Value Holdings
Israel
$59M 1,119,520 +9,797 +0.9%
BlackRock
21
BlackRock
New York
$56.4M 1,071,224 -9,300 -0.9%
Ameriprise
22
Ameriprise
Minnesota
$52.6M 998,781 +665,246 +199%
William Blair Investment Management
23
William Blair Investment Management
Illinois
$46.1M 874,900 -34,800 -4%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$40.9M 776,487 -5,286,252 -87%
KC
25
Kepos Capital
New York
$39.6M 752,000 +128,900 +21%
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