iShares US Oil & Gas Exploration & Production ETF
IEO
67 hedge funds and large institutions have $155M invested in iShares US Oil & Gas Exploration & Production ETF in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 7 closing their positions.
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
23% more capital invested
Capital invested by funds: $126M → $155M (+$29.3M)
18% more funds holding
Funds holding: 57 → 67 (+10)
4.61% more ownership
Funds ownership: 31.59% → 36.19% (+4.6%)
10% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 20
35% less call options, than puts
Call options by funds: $1.28M | Put options by funds: $1.97M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$7.49M |
| 2 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
+$2.17M |
| 3 |
SWM
Strategic Wealth Management
Kirkland,
Washington
|
+$1.79M |
| 4 |
Axa
Paris,
France
|
+$1.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$14.3M |
| 2 |
SG Americas Securities
New York
|
-$590K |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$580K |
| 4 |
Goldman Sachs
New York
|
-$525K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$482K |
IEO Hedge Fund Activity: Q4 2013 in Review
67 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil & Gas Exploration & Production ETF (IEO) for Q4 2013, worth a combined $155M — up 23% from $126M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IEO positions and 7 closed out — a net gain of 10 holders — while 18 added to existing stakes and 20 trimmed.
The largest buyer was Credit Suisse, adding an estimated $7.49M. The largest seller was Morgan Stanley, cutting an estimated $14.3M.
- 67 institutional investors held iShares US Oil & Gas Exploration & Production ETF (IEO) as of Q4 2013, up from 57 in Q3 2013.
- Funds reported $155M of iShares US Oil & Gas Exploration & Production ETF stock for Q4 2013, up 23% quarter-over-quarter.
- 17 funds opened new iShares US Oil & Gas Exploration & Production ETF positions in Q4 2013 and 7 closed out, a net change of +10 holders.
- The largest iShares US Oil & Gas Exploration & Production ETF buyer in Q4 2013 was Credit Suisse, an estimated $7.49M added.
- The largest iShares US Oil & Gas Exploration & Production ETF seller in Q4 2013 was Morgan Stanley, an estimated $14.3M sold.
Based on aggregated 13F filings for Q4 2013.