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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

850 hedge funds and large institutions have $9.07B invested in Utilities Select Sector SPDR Fund in 2019 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 262 increasing their positions, 284 reducing their positions, and 71 closing their positions.

Holders
850
Holders Change
+74
Holders Change %
+9.54%
% of All Funds
16.79%
Holding in Top 10
38
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.39%
% of All Funds
0.75%
New
156
Increased
262
Reduced
284
Closed
71
Calls
$884M
Puts
$1.7B
Net Calls
-$815M
Net Calls Change
-$177M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$318M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$245M
3
PP
3
Prudential plc
United Kingdom
$219M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$132M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$102M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$338M
2
Barclays
2
Barclays
United Kingdom
$102M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$65.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$663M
5
Bank of America
5
Bank of America
North Carolina
$1.2B
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.2B 18,616,623 -2,964,642 -14%
Morgan Stanley
2
Morgan Stanley
New York
$922M 14,262,228 +98,802 +0.7%
Goldman Sachs
3
Goldman Sachs
New York
$663M 10,258,624 -3,320,664 -24%
Citigroup
4
Citigroup
New York
$400M 6,182,742 -1,419,554 -19%
Two Sigma Advisers
5
Two Sigma Advisers
New York
$344M 5,316,400 +50,400 +1%
UBS Group
6
UBS Group
Switzerland
$338M 5,231,719 -6,159,042 -54%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
7
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$318M 4,919,391 +4,919,391 New
Bank of Nova Scotia
8
Bank of Nova Scotia
Ontario, Canada
$245M 3,785,000 +3,758,000 +13,919%
Wells Fargo
9
Wells Fargo
California
$235M 3,630,962 -8,645 -0.2%
PP
10
Prudential plc
United Kingdom
$219M 3,388,990 +3,388,990 New
SGI
11
Swan Global Investments
Colorado
$199M 3,084,149 -529,526 -15%
LPL Financial
12
LPL Financial
California
$175M 2,705,329 +113,623 +4%
N
13
Natixis
France
$148M 2,285,972 -693 -0%
Two Sigma Investments
14
Two Sigma Investments
New York
$132M 2,036,029 +2,023,859 +16,630%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$128M 1,986,279 -841,549 -30%
LMIM
16
Lockheed Martin Investment Management
Maryland
$119M 1,833,800 – –
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$111M 1,724,719 +1,385,241 +408%
NMIFOAC
18
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$110M 1,695,634 – –
Ameriprise
19
Ameriprise
Minnesota
$104M 1,612,173 +114,453 +8%
Barclays
20
Barclays
United Kingdom
$102M 1,579,764 -5,432,335 -77%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$102M 1,593,042 +1,569,142 +6,565%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$89.9M 1,390,952 -296,409 -18%
ERSOT
23
Employees Retirement System of Texas
Texas
$89.5M 1,384,800 -92,000 -6%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$65.4M 1,012,389 -4,254,988 -81%
PVH
25
Psagot Value Holdings
Israel
$60.1M 929,673 -60,552 -6%
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