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

63 hedge funds and large institutions have $79.6M invested in State Street SPDR S&P Oil & Gas Equipment & Services ETF in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

2% more funds holding

Funds holding: 6263 (+1)

0.43% less ownership

Funds ownership: 3.73%3.3% (-0.43%)

3% less capital invested

Capital invested by funds: $82.2M → $79.6M (-$2.61M)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

95% less call options, than puts

Call options by funds: $3K | Put options by funds: $60K

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
15
Reduced
16
Closed
9
Calls
$3K
Puts
$60K
Net Calls
-$57K
Net Calls Change
-$61K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.5M -$457K -1,629 -2%
Bank of America
2
Bank of America
North Carolina
$8.76M -$492K -1,754 -5%
FBA
3
Front Barnett Associates
Illinois
$7.07M +$110K +392 +1%
CS
4
Credit Suisse
Switzerland
$3.96M +$724K +2,580 +20%
HighTower Advisors
5
HighTower Advisors
Illinois
$3.45M +$3.71M +13,240 New
LPL Financial
6
LPL Financial
California
$3.23M +$268K +957 +8%
CLOS
7
Compagnie Lombard Odier SCmA
Switzerland
$3.05M
Citigroup
8
Citigroup
New York
$2.67M -$4.19M -14,951 -59%
Goldman Sachs
9
Goldman Sachs
New York
$2.67M +$30.9K +110 +1%
SG Americas Securities
10
SG Americas Securities
New York
$2.61M -$1.4M -5,000 -33%
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$2.61M
DY
12
Dowling & Yahnke
California
$2.02M +$116K +413 +6%
UBS Group
13
UBS Group
Switzerland
$1.72M +$227K +810 +14%
BCI
14
Brinker Capital Investments
Pennsylvania
$1.71M +$168K +600 +10%
DWM
15
Destination Wealth Management
California
$1.56M +$1.68M +6,004 New
HBT
16
Hills Bank & Trust
Iowa
$1.43M +$80K +285 +5%
CIA
17
Capital Investment Advisors
Georgia
$1.06M -$53.9K -192 -5%
TRCT
18
Tower Research Capital (TRC)
New York
$1.02M +$1.1M +3,915 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$994K +$270K +963 +34%
Citadel Advisors
20
Citadel Advisors
Florida
$982K +$1.06M +3,767 New
IC
21
Iconiq Capital
California
$912K +$104K +371 +12%
Jane Street
22
Jane Street
New York
$905K +$974K +3,472 New
FA
23
Financial Advantage
Maryland
$676K -$17.4K -62 -2%
NCMW
24
Northern Capital Management (Wisconsin)
Wisconsin
$639K -$134K -479 -16%
HF
25
HRT Financial
New York
$599K +$646K +2,301 New

XES Hedge Fund Activity: Q2 2015 in Review

63 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) for Q2 2015, worth a combined $79.6M — down 3.2% from $82.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new XES positions and 9 closed out — a net gain of 2 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $3.71M. The largest seller was Citigroup, cutting an estimated $4.19M.

  • 63 institutional investors held State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) as of Q2 2015, up from 62 in Q1 2015.
  • Funds reported $79.6M of State Street SPDR S&P Oil & Gas Equipment & Services ETF stock for Q2 2015, down 3.2% quarter-over-quarter.
  • 11 funds opened new State Street SPDR S&P Oil & Gas Equipment & Services ETF positions in Q2 2015 and 9 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF buyer in Q2 2015 was HighTower Advisors, an estimated $3.71M added.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF seller in Q2 2015 was Citigroup, an estimated $4.19M sold.

Based on aggregated 13F filings for Q2 2015.