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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

562 hedge funds and large institutions have $8.37B invested in Utilities Select Sector SPDR Fund in 2018 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 208 reducing their positions, and 63 closing their positions.

Holders
562
Holders Change
+5
Holders Change %
+0.9%
% of All Funds
12.88%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.6%
New
73
Increased
159
Reduced
208
Closed
63
Calls
$484M
Puts
$1.23B
Net Calls
-$743M
Net Calls Change
-$930M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.71B
2
UBS Group
2
UBS Group
Switzerland
$657M
3
Deutsche Bank
3
Deutsche Bank
Germany
$381M
4
QIM
4
Quantitative Investment Management
Virginia
$181M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$268M

Top Sellers

1
Citigroup
1
Citigroup
New York
$479M
2
Morgan Stanley
2
Morgan Stanley
New York
$475M
3
CS
3
Credit Suisse
Switzerland
$6.47M
4
ECM
4
Element Capital Management
New York
$0
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$1.71B 32,921,967 +16,020,792 +95%
UBS Group
2
UBS Group
Switzerland
$657M 12,651,007 +8,699,727 +220%
Bank of America
3
Bank of America
North Carolina
$609M 11,712,244 +277,583 +2%
Citigroup
4
Citigroup
New York
$479M 9,212,468 -4,566,014 -33%
Morgan Stanley
5
Morgan Stanley
New York
$475M 9,139,245 -2,843,824 -24%
Deutsche Bank
6
Deutsche Bank
Germany
$381M 7,335,517 +6,190,102 +540%
SGI
7
Swan Global Investments
Colorado
$377M 7,271,203 -661,900 -8%
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$283M 5,439,492 -589,122 -10%
N
9
Natixis
France
$275M 5,288,778 +693,799 +15%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$268M 5,164,513 +2,625,036 +103%
Barclays
11
Barclays
United Kingdom
$249M 4,784,749 -347,708 -7%
QIM
12
Quantitative Investment Management
Virginia
$181M 3,482,400 +3,482,400 New
Two Sigma Advisers
13
Two Sigma Advisers
New York
$159M 3,060,300 +225,800 +8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$131M 2,521,662 +544,502 +28%
Two Sigma Investments
15
Two Sigma Investments
New York
$122M 2,351,586 -79,092 -3%
STMM
16
South Texas Money Management
Texas
$96.6M 1,859,635 +42,494 +2%
MTB
17
Mizuho Trust & Banking
Japan
$88.9M 1,710,000 +1,100,000 +180%
Wells Fargo
18
Wells Fargo
California
$79.6M 1,532,574 +92,086 +6%
PVH
19
Psagot Value Holdings
Israel
$61.7M 1,188,034 -26,065 -2%
BlackRock
20
BlackRock
New York
$58.8M 1,130,934 +7 +0%
LMIM
21
Lockheed Martin Investment Management
Maryland
$58.5M 1,125,315 +387,800 +53%
ERSOT
22
Employees Retirement System of Texas
Texas
$58.3M 1,122,000 – –
JFG
23
Jefferies Financial Group
New York
$56.5M 1,086,863 -478,883 -31%
KC
24
Kepos Capital
New York
$54.4M 1,047,900 +463,200 +79%
William Blair Investment Management
25
William Blair Investment Management
Illinois
$47.8M 920,100 -49,500 -5%
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