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

69 hedge funds and large institutions have $140M invested in State Street SPDR S&P Oil & Gas Equipment & Services ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

22% more capital invested

Capital invested by funds: $114M → $140M (+$25.5M)

15% more funds holding

Funds holding: 6069 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.17% less ownership

Funds ownership: 4.44%4.26% (-0.17%)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

61% less call options, than puts

Call options by funds: $734K | Put options by funds: $1.89M

Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
15
Reduced
18
Closed
12
Calls
$734K
Puts
$1.89M
Net Calls
-$1.15M
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
WP Advisors
California
$862K +$71.9K +485 +10%
RCIM
27
Russell Clark Investment Management
United Kingdom
$846K +$757K +5,100 New
AI
28
Accredited Investors
Minnesota
$715K +$640K +4,312 New
SB
29
Suntrust Banks
Georgia
$705K +$631K +4,255 New
PAG
30
Pinnacle Advisory Group
Maryland
$633K +$567K +3,820 New
Goldman Sachs
31
Goldman Sachs
New York
$630K -$317K -2,135 -36%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$610K +$63.9K +431 +13%
JP Morgan Chase
33
JP Morgan Chase
New York
$542K +$461K +3,108 +1,907%
Jane Street
34
Jane Street
New York
$499K +$446K +3,009 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$482K -$518K -3,495 -55%
CIA
36
Capital Investment Advisors
Georgia
$425K -$4K -27 -1%
Citadel Advisors
37
Citadel Advisors
Florida
$415K -$348K -2,345 -48%
Stifel Financial
38
Stifel Financial
Missouri
$287K +$66.3K +447 +35%
VWM
39
Venturi Wealth Management
Texas
$230K -$22.3K -150 -10%
MML Investors Services
40
MML Investors Services
Massachusetts
$228K -$26.4K -178 -11%
CS
41
Credit Suisse
Switzerland
$213K -$1.48K -10 -0.8%
BA
42
Boston Advisors
Massachusetts
$212K +$190K +1,278 New
PAG
43
Private Advisor Group
New Jersey
$195K -$12.8K -86 -7%
FSA
44
Financial Sense Advisors
California
$180K +$161K +1,084 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$175K -$28.3K -191 -15%
VF
46
Virtu Financial
New York
$170K -$1.76M -11,849 -92%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$129K +$96.9K +653 +518%
IA
48
IFP Advisors
Florida
$125K -$6.68K -45 -6%
CG
49
Cutler Group
California
$119K +$86K +580 +414%
TFA
50
Transamerica Financial Advisors
Florida
$77K +$68.8K +464 New

XES Hedge Fund Activity: Q3 2017 in Review

69 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) for Q3 2017, worth a combined $140M — up 22% from $114M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new XES positions and 12 closed out — a net gain of 10 holders — while 15 added to existing stakes and 18 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $4.18M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $2.97M.

  • 69 institutional investors held State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) as of Q3 2017, up from 60 in Q2 2017.
  • Funds reported $140M of State Street SPDR S&P Oil & Gas Equipment & Services ETF stock for Q3 2017, up 22% quarter-over-quarter.
  • 22 funds opened new State Street SPDR S&P Oil & Gas Equipment & Services ETF positions in Q3 2017 and 12 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF buyer in Q3 2017 was Raymond James & Associates, an estimated $4.18M added.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF seller in Q3 2017 was BNP Paribas Financial Markets, an estimated $2.97M sold.

Based on aggregated 13F filings for Q3 2017.