State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
79 hedge funds and large institutions have $157M invested in State Street SPDR S&P Oil & Gas Equipment & Services ETF in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 15 closing their positions.
164% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 11
67% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 15
47% more call options, than puts
Call options by funds: $1.07M | Put options by funds: $723K
14% more funds holding
Funds holding: 69 → 79 (+10)
12% more capital invested
Capital invested by funds: $140M → $157M (+$16.8M)
0.5% more ownership
Funds ownership: 4.26% → 4.76% (+0.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIC
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
+$8.27M |
| 2 |
Chevy Chase Trust
Bethesda,
Maryland
|
+$2.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.47M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$2.16M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.11M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.88M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.88M |
| 4 |
JGC
J. Goldman & Co
New York
|
-$2.29M |
| 5 |
Morgan Stanley
New York
|
-$1.85M |
XES Hedge Fund Activity: Q4 2017 in Review
79 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) for Q4 2017, worth a combined $157M — up 12% from $140M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new XES positions and 15 closed out — a net gain of 10 holders — while 29 added to existing stakes and 11 trimmed.
The largest buyer was Beach Investment Counsel, opening a new position worth an estimated $8.27M. The largest seller was LPL Financial, cutting an estimated $3.11M.
- 79 institutional investors held State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) as of Q4 2017, up from 69 in Q3 2017.
- Funds reported $157M of State Street SPDR S&P Oil & Gas Equipment & Services ETF stock for Q4 2017, up 12% quarter-over-quarter.
- 25 funds opened new State Street SPDR S&P Oil & Gas Equipment & Services ETF positions in Q4 2017 and 15 closed out, a net change of +10 holders.
- The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF buyer in Q4 2017 was Beach Investment Counsel, an estimated $8.27M added.
- The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF seller in Q4 2017 was LPL Financial, an estimated $3.11M sold.
Based on aggregated 13F filings for Q4 2017.