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

70 hedge funds and large institutions have $95.8M invested in State Street SPDR S&P Oil & Gas Equipment & Services ETF in 2016 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

102% more call options, than puts

Call options by funds: $813K | Put options by funds: $403K

36% more capital invested

Capital invested by funds: $70.2M → $95.8M (+$25.6M)

21% more funds holding

Funds holding: 5870 (+12)

0.46% more ownership

Funds ownership: 3.55%4.01% (+0.46%)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

Holders
70
Holders Change
+12
Holders Change %
+20.69%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
20
Reduced
20
Closed
4
Calls
$813K
Puts
$403K
Net Calls
+$410K
Net Calls Change
+$290K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.3M +$5.42M +29,783 +33%
UBS Group
2
UBS Group
Switzerland
$10.1M -$46.1K -253 -0.5%
Bank of America
3
Bank of America
North Carolina
$7.14M +$3.14M +17,270 +83%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$5.44M +$5.29M +29,044 New
Millennium Management
5
Millennium Management
New York
$3.81M +$3.51M +19,250 +1,744%
FBA
6
Front Barnett Associates
Illinois
$3.8M +$96.9K +532 +3%
AWA
7
Arete Wealth Advisors
Illinois
$3.19M +$3.1M +17,016 New
SG Americas Securities
8
SG Americas Securities
New York
$3.02M +$829K +4,555 +39%
SG
9
Societe Generale
$3.02M +$2.93M +16,106 New
Goldman Sachs
10
Goldman Sachs
New York
$2.87M +$42.2K +232 +2%
Creative Planning
11
Creative Planning
Kansas
$2.86M -$400K -2,196 -13%
JP Morgan Chase
12
JP Morgan Chase
New York
$2.81M +$2.73M +15,000 New
HighTower Advisors
13
HighTower Advisors
Illinois
$2.68M -$12.7K -70 -0.5%
DY
14
Dowling & Yahnke
California
$2.12M +$199K +1,094 +11%
Citigroup
15
Citigroup
New York
$1.94M -$2.73M -15,003 -59%
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$1.87M -$3.64M -20,000 -67%
CS
17
Credit Suisse
Switzerland
$1.47M +$697K +3,826 +95%
Citadel Advisors
18
Citadel Advisors
Florida
$1.4M +$1.09M +6,000 +416%
LPL Financial
19
LPL Financial
California
$1.39M -$1.5M -8,243 -52%
WBG
20
Wharton Business Group
Pennsylvania
$1.17M -$12.4K -68 -1%
Wells Fargo
21
Wells Fargo
California
$1.15M -$1.7M -9,357 -60%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.09M +$766K +4,205 +260%
VF
23
Virtu Financial
New York
$710K -$695K -3,819 -50%
GH
24
GAM Holding
Switzerland
$675K -$364K -2,000 -36%
CIA
25
Capital Investment Advisors
Georgia
$640K -$14K -77 -2%

XES Hedge Fund Activity: Q2 2016 in Review

70 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) for Q2 2016, worth a combined $95.8M — up 36% from $70.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XES positions and 4 closed out — a net gain of 12 holders — while 20 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.42M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $3.64M.

  • 70 institutional investors held State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) as of Q2 2016, up from 58 in Q1 2016.
  • Funds reported $95.8M of State Street SPDR S&P Oil & Gas Equipment & Services ETF stock for Q2 2016, up 36% quarter-over-quarter.
  • 16 funds opened new State Street SPDR S&P Oil & Gas Equipment & Services ETF positions in Q2 2016 and 4 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF buyer in Q2 2016 was Morgan Stanley, an estimated $5.42M added.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF seller in Q2 2016 was BNP Paribas Financial Markets, an estimated $3.64M sold.

Based on aggregated 13F filings for Q2 2016.