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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

717 hedge funds and large institutions have $8.33B invested in Utilities Select Sector SPDR Fund in 2019 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 248 increasing their positions, 249 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+17
Holders Change %
+2.43%
% of All Funds
15.54%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.89%
New
94
Increased
248
Reduced
249
Closed
69
Calls
$603M
Puts
$1.35B
Net Calls
-$749M
Net Calls Change
+$208M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$137M
2
SGI
Swan Global Investments
Colorado
+$106M
3
Barclays
Barclays
United Kingdom
+$82M
4
PCM
Price Capital Management
Louisiana
+$63.4M
5
Wells Fargo
Wells Fargo
California
+$62M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$494M
2
Deutsche Bank
Deutsche Bank
Germany
-$319M
3
N
Natixis
France
-$204M
4
Goldman Sachs
Goldman Sachs
New York
-$187M
5
Nomura Holdings
Nomura Holdings
Japan
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$1,000M -$187M -3,214,057 -16%
Bank of America
2
Bank of America
North Carolina
$995M +$40.7M +700,089 +4%
Morgan Stanley
3
Morgan Stanley
New York
$757M -$494M -8,488,345 -39%
UBS Group
4
UBS Group
Switzerland
$722M -$19.9M -341,555 -3%
SGI
5
Swan Global Investments
Colorado
$387M +$106M +2,063,155 +38%
Barclays
6
Barclays
United Kingdom
$284M +$82M +1,409,563 +41%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$230M -$49.1M -843,373 -18%
Wells Fargo
8
Wells Fargo
California
$217M +$62M +1,066,520 +40%
Citigroup
9
Citigroup
New York
$182M -$105M -1,805,203 -37%
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
$168M +$1.5M +25,866 +0.9%
MIFH
11
Migdal Insurance & Financial Holdings
Israel
$137M +$137M +2,349,749 +106,227%
STMM
12
South Texas Money Management
Texas
$117M +$1.35M +23,190 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$107M -$22.1M -379,270 -17%
Deutsche Bank
14
Deutsche Bank
Germany
$91.9M -$319M -5,488,424 -78%
LPL Financial
15
LPL Financial
California
$87.1M +$19.6M +336,270 +29%
LMIM
16
Lockheed Martin Investment Management
Maryland
$84.9M -$1.23M -21,200 -1%
PP
17
Paloma Partners
Connecticut
$76.5M +$40.7M +698,835 +113%
N
18
Natixis
France
$72.7M -$204M -3,500,000 -74%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$69.1M -$28.1M -482,429 -29%
Two Sigma Investments
20
Two Sigma Investments
New York
$65.2M -$100M -1,725,832 -61%
PCM
21
Price Capital Management
Louisiana
$63.4M +$63.4M +1,090,637 New
ERSOT
22
Employees Retirement System of Texas
Texas
$59.9M – – –
BAPIM
23
British Airways Pensions Investment Management
United Kingdom
$59.3M +$6.92M +119,004 +13%
UCFA
24
United Capital Financial Advisors
Texas
$58M -$70.4K -1,210 -0.1%
PVH
25
Psagot Value Holdings
Israel
$57.2M -$6.83M -117,456 -11%
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