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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,098 hedge funds and large institutions have $12.5B invested in Utilities Select Sector SPDR Fund in 2022 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 494 increasing their positions, 318 reducing their positions, and 103 closing their positions.

Holders
1,098
Holders Change
-11
Holders Change %
-0.99%
% of All Funds
18.99%
Holding in Top 10
49
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.55%
% of All Funds
0.85%
New
107
Increased
494
Reduced
318
Closed
103
Calls
$653M
Puts
$1.72B
Net Calls
-$1.07B
Net Calls Change
-$622M

Top Buyers

1
Citigroup
1
Citigroup
New York
$579M
2
Millennium Management
2
Millennium Management
New York
$162M
3
Jane Street
3
Jane Street
New York
$231M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$223M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$174M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$790M
2
Bessemer Group
2
Bessemer Group
New Jersey
$337K
3
Goldman Sachs
3
Goldman Sachs
New York
$406M
4
PP
4
Prudential plc
United Kingdom
$8.53M
5
MCM
5
Moore Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PIF
1
Public Investment Fund
Saudi Arabia
$2.16B 32,986,504 – –
Bank of America
2
Bank of America
North Carolina
$963M 14,697,281 +1,324,169 +10%
Morgan Stanley
3
Morgan Stanley
New York
$790M 12,051,881 -7,038,059 -37%
Citigroup
4
Citigroup
New York
$579M 8,837,155 +2,833,011 +47%
Barclays
5
Barclays
United Kingdom
$417M 6,367,838 +514,308 +9%
Goldman Sachs
6
Goldman Sachs
New York
$406M 6,205,009 -2,647,236 -30%
BNP Paribas Financial Markets
7
BNP Paribas Financial Markets
France
$388M 5,925,405 -792,830 -12%
LPL Financial
8
LPL Financial
California
$275M 4,202,450 +671,007 +19%
Wells Fargo
9
Wells Fargo
California
$236M 3,599,337 -549,775 -13%
Jane Street
10
Jane Street
New York
$231M 3,526,522 +2,198,096 +165%
MIFH
11
Migdal Insurance & Financial Holdings
Israel
$227M 3,467,832 +961,812 +38%
Ameriprise
12
Ameriprise
Minnesota
$225M 3,344,194 +288,583 +9%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$223M 3,398,931 +1,997,259 +142%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$206M 3,147,414 +1,911,886 +155%
UBS Group
15
UBS Group
Switzerland
$197M 3,000,975 -280,258 -9%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$174M 2,663,197 +1,972,860 +286%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
17
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$170M 2,596,900 -744,612 -22%
Millennium Management
18
Millennium Management
New York
$162M 2,472,419 +2,258,613 +1,056%
RJA
19
Raymond James & Associates
Florida
$153M 2,331,240 +641,438 +38%
FMI
20
Factory Mutual Insurance
Massachusetts
$147M 2,247,100 -123,200 -5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$146M 2,227,485 -228,904 -9%
Truist Financial
22
Truist Financial
North Carolina
$144M 2,192,604 +1,740,370 +385%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$139M 2,127,008 +785,464 +59%
Osaic Holdings
24
Osaic Holdings
Arizona
$102M 1,559,190 +22,096 +1%
WA
25
WestEnd Advisors
North Carolina
$94.6M 1,443,318 +413,964 +40%
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