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State Street SPDR S&P Oil & Gas Equipment & Services ETF

58 hedge funds and large institutions have $70.2M invested in State Street SPDR S&P Oil & Gas Equipment & Services ETF in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $414K | Put options by funds: $294K

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding

Funds holding: 5858 (0)

0.56% less ownership

Funds ownership: 4.11%3.55% (-0.56%)

4% less capital invested

Capital invested by funds: $73.1M → $70.2M (-$2.9M)

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
19
Reduced
16
Closed
9
Calls
$414K
Puts
$294K
Net Calls
+$120K
Net Calls Change
-$2.61M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
26
MSI Financial Services
Massachusetts
$300K -$14K -90 -5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$280K -$46.9K -302 -16%
Citadel Advisors
28
Citadel Advisors
Florida
$250K -$688K -4,427 -75%
Jane Street
29
Jane Street
New York
$223K -$1.82M -11,731 -90%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$208K -$309K -1,991 -62%
Millennium Management
31
Millennium Management
New York
$191K -$1.61M -10,373 -90%
AG
32
Appleton Group
Wisconsin
$187K +$168K +1,082 New
NCMW
33
Northern Capital Management (Wisconsin)
Wisconsin
$184K -$139K -897 -46%
AIC
34
Ayalon Insurance Company
Israel
$169K
CG
35
Cutler Group
California
$126K
Axa
36
Axa
France
$89K -$21.8K -140 -21%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$89K +$25.2K +162 +46%
SEI Investments
38
SEI Investments
Pennsylvania
$50K
AIG
39
American International Group
New York
$36K +$2.02K +13 +7%
IA
40
IFP Advisors
Florida
$26K +$20.8K +134 +156%
AIM
41
Advantage Investment Management
Iowa
$24K -$2.95K -19 -12%
SBL
42
Sargent Bickham Lagudis
Colorado
$24K +$21.9K +141 New
GT
43
Glenmede Trust
Pennsylvania
$23K
CFA
44
CT Financial Advisors
Pennsylvania
$20.7K +$155 +1 +0.8%
Barclays
45
Barclays
United Kingdom
$7K +$6.37K +41 New
ASN
46
Advisory Services Network
Georgia
$5K
IWMPD
47
Integrated Wealth Management (Palm Desert)
California
$5K
MPWT
48
MassMutual Private Wealth & Trust
Connecticut
$4.29K
CHC
49
City Holding Co
West Virginia
$3K
HI
50
Hudock Inc
Pennsylvania
$3K

XES Hedge Fund Activity: Q1 2016 in Review

58 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) for Q1 2016, worth a combined $70.2M — down 4% from $73.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new XES positions and 9 closed out — a net gain of 1 holder — while 19 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.12M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $10.9M.

  • 58 institutional investors held State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $70.2M of State Street SPDR S&P Oil & Gas Equipment & Services ETF stock for Q1 2016, down 4% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P Oil & Gas Equipment & Services ETF positions in Q1 2016 and 9 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF buyer in Q1 2016 was Morgan Stanley, an estimated $5.12M added.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF seller in Q1 2016 was BNP Paribas Financial Markets, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2016.