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

79 hedge funds and large institutions have $93.7M invested in State Street SPDR S&P Oil & Gas Equipment & Services ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $73.4M → $93.7M (+$20.3M)

0.44% more ownership

Funds ownership: 4.02%4.46% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less call options, than puts

Call options by funds: $521K | Put options by funds: $556K

4% less funds holding

Funds holding: 8279 (-3)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

33% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 21

Holders
79
Holders Change
-3
Holders Change %
-3.66%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
14
Reduced
21
Closed
19
Calls
$521K
Puts
$556K
Net Calls
-$35K
Net Calls Change
+$404K
Name Holding Trade Value Shares
Change
Change in
Stake
IL
1
Investure LLC
Virginia
$21.7M -$687K -6,170 -3%
Morgan Stanley
2
Morgan Stanley
New York
$15.7M +$179K +1,606 +1%
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$9.24M +$8.91M +80,000 New
Bank of America
4
Bank of America
North Carolina
$7.01M -$5.13M -46,084 -43%
Wells Fargo
5
Wells Fargo
California
$5.78M +$1.75M +15,700 +46%
BCM
6
Barometer Capital Management
Ontario, Canada
$3.06M +$2.95M +26,490 New
AI
7
ArchPoint Investors
Florida
$2.66M
FBA
8
Front Barnett Associates
Illinois
$2.47M +$71.1K +639 +3%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.43M +$2.35M +21,063 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.31M +$2.23M +20,015 New
BPC
11
Banque Pictet & Cie
Switzerland
$2.31M
UBS Group
12
UBS Group
Switzerland
$2.25M -$288K -2,584 -12%
VAS
13
Valicenti Advisory Services
New York
$1.95M -$242K -2,170 -11%
TRCT
14
Tower Research Capital (TRC)
New York
$1.95M +$1.35M +12,109 +254%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$1.26M -$311K -2,790 -20%
DY
16
Dowling & Yahnke
California
$1.25M +$71K +638 +6%
RJA
17
Raymond James & Associates
Florida
$755K +$542K +4,870 +292%
GEM
18
Global Endowment Management
North Carolina
$647K
Goldman Sachs
19
Goldman Sachs
New York
$613K +$283K +2,546 +92%
Two Sigma Investments
20
Two Sigma Investments
New York
$536K -$2.65M -23,780 -84%
LPL Financial
21
LPL Financial
California
$522K +$113K +1,015 +29%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$519K -$456K -4,097 -48%
TFCP
23
Twin Focus Capital Partners
Massachusetts
$505K
Jane Street
24
Jane Street
New York
$459K +$443K +3,975 New
SCM
25
SOL Capital Management
Maryland
$454K -$111K -995 -20%

XES Hedge Fund Activity: Q1 2019 in Review

79 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) for Q1 2019, worth a combined $93.7M — up 28% from $73.4M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of XES and 16 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 14 added.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $8.91M. The largest seller was Bank of America, cutting an estimated $5.13M.

  • 79 institutional investors held State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) as of Q1 2019, down from 82 in Q4 2018.
  • Funds reported $93.7M of State Street SPDR S&P Oil & Gas Equipment & Services ETF stock for Q1 2019, up 28% quarter-over-quarter.
  • 16 funds opened new State Street SPDR S&P Oil & Gas Equipment & Services ETF positions in Q1 2019 and 19 closed out, a net change of -3 holders.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF buyer in Q1 2019 was BNP Paribas Financial Markets, an estimated $8.91M added.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF seller in Q1 2019 was Bank of America, an estimated $5.13M sold.

Based on aggregated 13F filings for Q1 2019.