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

64 hedge funds and large institutions have $79.5M invested in State Street SPDR S&P Oil & Gas Equipment & Services ETF in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

53% more call options, than puts

Call options by funds: $745K | Put options by funds: $486K

17% more capital invested

Capital invested by funds: $67.8M → $79.5M (+$11.7M)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more funds holding

Funds holding: 6464 (0)

1.02% less ownership

Funds ownership: 5.27%4.25% (-1%)

25% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 20

Holders
64
Holders Change
Holders Change %
0%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
18
Increased
15
Reduced
20
Closed
17
Calls
$745K
Puts
$486K
Net Calls
+$259K
Net Calls Change
+$467K
Name Holding Trade Value Shares
Change
Change in
Stake
MC
26
Mathes Company
New York
$183K +$3.57K +50 +2%
Wells Fargo
27
Wells Fargo
California
$178K +$50.1K +701 +47%
RJA
28
Raymond James & Associates
Florida
$166K -$24.6K -345 -14%
DY
29
Dowling & Yahnke
California
$158K -$96.1K -1,346 -41%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$158K +$8.57K +120 +7%
HWA
31
Heartwood Wealth Advisors
Virginia
$147K +$130K +1,819 New
EH
32
Equitable Holdings
New York
$135K +$119K +1,666 New
AG
33
Advisor Group
Arizona
$96K
Ameriprise
34
Ameriprise
Minnesota
$88K +$71 +1 +0.1%
SFM
35
Signet Financial Management
New Jersey
$88K +$78.1K +1,093 New
Northern Trust
36
Northern Trust
Illinois
$81K +$71.4K +1,000 New
GRP
37
Global Retirement Partners
California
$74K -$3.43K -48 -5%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$60K -$194K -2,719 -79%
TFS
39
TrustCore Financial Services
Tennessee
$42K -$3.21K -45 -8%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$25K +$6.57K +92 +43%
Bessemer Group
41
Bessemer Group
New Jersey
$24K +$14.3K +200 +202%
JP Morgan Chase
42
JP Morgan Chase
New York
$22K -$335K -4,693 -95%
Citigroup
43
Citigroup
New York
$17K -$1.53M -21,361 -99%
HPC
44
HM Payson & Co
Maine
$16K -$14.3K -200 -50%
IWP
45
IAG Wealth Partners
Wisconsin
$10K +$8.43K +118 New
FA
46
Fortis Advisors
Pennsylvania
$10K +$9.07K +127 New
William Blair & Company
47
William Blair & Company
Illinois
$9K -$16.3K -228 -68%
SPIA
48
Steward Partners Investment Advisory
New York
$6K -$1.64K -23 -21%
BW
49
Bison Wealth
Georgia
$6K +$5K +70 New
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$6K +$5.64K +79 New

XES Hedge Fund Activity: Q4 2019 in Review

64 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) for Q4 2019, worth a combined $79.5M — up 17% from $67.8M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new XES positions and 17 closed out — a net gain of 1 holder — while 15 added to existing stakes and 20 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $5.36M. The largest seller was Morgan Stanley, cutting an estimated $19.8M.

  • 64 institutional investors held State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $79.5M of State Street SPDR S&P Oil & Gas Equipment & Services ETF stock for Q4 2019, up 17% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P Oil & Gas Equipment & Services ETF positions in Q4 2019 and 17 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF buyer in Q4 2019 was Private Advisor Group, an estimated $5.36M added.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF seller in Q4 2019 was Morgan Stanley, an estimated $19.8M sold.

Based on aggregated 13F filings for Q4 2019.