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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

610 hedge funds and large institutions have $8.66B invested in Utilities Select Sector SPDR Fund in 2018 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 202 increasing their positions, 182 reducing their positions, and 37 closing their positions.

Holders
610
Holders Change
+48
Holders Change %
+8.54%
% of All Funds
13.97%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.69%
New
89
Increased
202
Reduced
182
Closed
37
Calls
$802M
Puts
$964M
Net Calls
-$162M
Net Calls Change
+$582M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.03B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$446M
3
Bank of America
3
Bank of America
North Carolina
$700M
4
UBS Group
4
UBS Group
Switzerland
$747M
5
CS
5
Credit Suisse
Switzerland
$76.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$842M
2
QIM
2
Quantitative Investment Management
Virginia
$94.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$44.5M
4
MTB
4
Mizuho Trust & Banking
Japan
$17.9M
5
SG Americas Securities
5
SG Americas Securities
New York
$3.32M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.03B 19,618,178 +10,478,933 +115%
Goldman Sachs
2
Goldman Sachs
New York
$842M 15,990,059 -16,931,908 -51%
UBS Group
3
UBS Group
Switzerland
$747M 14,188,513 +1,537,506 +12%
Bank of America
4
Bank of America
North Carolina
$700M 13,291,793 +1,579,549 +13%
Citigroup
5
Citigroup
New York
$547M 10,383,390 +1,170,922 +13%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$446M 8,469,726 +3,305,213 +64%
Deutsche Bank
7
Deutsche Bank
Germany
$413M 7,848,048 +512,531 +7%
SGI
8
Swan Global Investments
Colorado
$358M 6,901,514 -369,689 -5%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$317M 6,019,930 +580,438 +11%
N
10
Natixis
France
$250M 4,750,000 -538,778 -10%
Barclays
11
Barclays
United Kingdom
$243M 4,622,561 -162,188 -3%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$164M 3,108,800 +48,500 +2%
Two Sigma Investments
13
Two Sigma Investments
New York
$137M 2,605,481 +253,895 +11%
Ameriprise
14
Ameriprise
Minnesota
$119M 297,286 +30,543 +11%
STMM
15
South Texas Money Management
Texas
$97.7M 1,855,331 -4,304 -0.2%
QIM
16
Quantitative Investment Management
Virginia
$94.4M 1,792,900 -1,689,500 -49%
JFG
17
Jefferies Financial Group
New York
$83.9M 1,592,858 +505,995 +47%
Wells Fargo
18
Wells Fargo
California
$81.3M 1,543,429 +10,855 +0.7%
LMIM
19
Lockheed Martin Investment Management
Maryland
$77.4M 1,469,215 +343,900 +31%
CS
20
Credit Suisse
Switzerland
$76.4M 1,451,433 +1,326,838 +1,065%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$59.6M 1,131,167 +596,399 +112%
BlackRock
22
BlackRock
New York
$59.5M 1,130,927 -7 -0%
PVH
23
Psagot Value Holdings
Israel
$59.5M 1,130,227 -57,807 -5%
ERSOT
24
Employees Retirement System of Texas
Texas
$59.1M 1,122,000 – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$44.5M 844,957 -1,676,705 -66%
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