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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

700 hedge funds and large institutions have $8.56B invested in Utilities Select Sector SPDR Fund in 2018 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 262 increasing their positions, 162 reducing their positions, and 56 closing their positions.

Holders
700
Holders Change
+90
Holders Change %
+14.75%
% of All Funds
15.62%
Holding in Top 10
42
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+40%
% of All Funds
0.94%
New
153
Increased
262
Reduced
162
Closed
56
Calls
$447M
Puts
$1.4B
Net Calls
-$958M
Net Calls Change
-$796M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.08B
2
Bank of America
2
Bank of America
North Carolina
$869M
3
Nomura Holdings
3
Nomura Holdings
Japan
$119M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.14B
5
AssetMark Inc
5
AssetMark Inc
California
$88.9M

Top Sellers

1
Citigroup
1
Citigroup
New York
$261M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$254M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$151M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$57.9M
5
QIM
5
Quantitative Investment Management
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.14B 21,496,817 +1,878,639 +10%
Goldman Sachs
2
Goldman Sachs
New York
$1.08B 20,402,615 +4,412,556 +28%
Bank of America
3
Bank of America
North Carolina
$869M 16,412,530 +3,120,737 +23%
UBS Group
4
UBS Group
Switzerland
$675M 12,760,616 -1,427,897 -10%
Deutsche Bank
5
Deutsche Bank
Germany
$374M 7,068,101 -779,947 -10%
SGI
6
Swan Global Investments
Colorado
$289M 5,468,987 -1,432,527 -21%
Citigroup
7
Citigroup
New York
$261M 4,925,750 -5,457,640 -53%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$254M 4,799,449 -3,670,277 -43%
N
9
Natixis
France
$251M 4,750,000 – –
Barclays
10
Barclays
United Kingdom
$183M 3,464,351 -1,158,210 -25%
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$151M 2,862,396 -3,157,534 -52%
Two Sigma Investments
12
Two Sigma Investments
New York
$151M 2,846,633 +241,152 +9%
Wells Fargo
13
Wells Fargo
California
$141M 2,662,669 +1,119,240 +73%
Nomura Holdings
14
Nomura Holdings
Japan
$119M 2,234,904 +2,234,904 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$117M 2,217,964 +1,086,797 +96%
STMM
16
South Texas Money Management
Texas
$105M 1,993,076 +137,745 +7%
AssetMark Inc
17
AssetMark Inc
California
$88.9M 1,679,748 +1,660,729 +8,732%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$88.4M 1,671,126 +826,169 +98%
LMIM
19
Lockheed Martin Investment Management
Maryland
$78.3M 1,480,215 +11,000 +0.7%
LPL Financial
20
LPL Financial
California
$61.5M 1,161,490 +344,871 +42%
PVH
21
Psagot Value Holdings
Israel
$58.2M 1,100,404 -29,823 -3%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$57.9M 1,094,800 -2,014,000 -65%
ERSOT
23
Employees Retirement System of Texas
Texas
$54.5M 1,029,800 -92,200 -8%
UCFA
24
United Capital Financial Advisors
Texas
$52.8M 998,389 +238,404 +31%
BAPIM
25
British Airways Pensions Investment Management
United Kingdom
$47.7M 899,799 +184,461 +26%
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