State Street SPDR S&P Oil & Gas Exploration & Production ETF
99 hedge funds and large institutions have $3.7B invested in State Street SPDR S&P Oil & Gas Exploration & Production ETF in 2014 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 23 closing their positions.
35% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 23
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
24.29% more ownership
Funds ownership: 75.22% → 99.51% (+24%)
15% more capital invested
Capital invested by funds: $3.22B → $3.7B (+$480M)
12% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 25
9% more funds holding
Funds holding: 91 → 99 (+8)
67% less call options, than puts
Call options by funds: $273M | Put options by funds: $818M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$158M |
| 2 |
JP Morgan Chase
New York
|
+$138M |
| 3 |
Goldman Sachs
New York
|
+$119M |
| 4 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$74.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$73.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$164M |
| 2 |
Citigroup
New York
|
-$144M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$110M |
| 4 |
IG
ING Group
Amsterdam,
Netherlands
|
-$41.1M |
| 5 |
SG Americas Securities
New York
|
-$12.9M |
XOP Hedge Fund Activity: Q1 2014 in Review
99 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) for Q1 2014, worth a combined $3.7B — up 15% from $3.22B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new XOP positions and 23 closed out — a net gain of 8 holders — while 28 added to existing stakes and 25 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $158M. The largest seller was Morgan Stanley, cutting an estimated $164M.
- 99 institutional investors held State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) as of Q1 2014, up from 91 in Q4 2013.
- Funds reported $3.7B of State Street SPDR S&P Oil & Gas Exploration & Production ETF stock for Q1 2014, up 15% quarter-over-quarter.
- 31 funds opened new State Street SPDR S&P Oil & Gas Exploration & Production ETF positions in Q1 2014 and 23 closed out, a net change of +8 holders.
- The largest State Street SPDR S&P Oil & Gas Exploration & Production ETF buyer in Q1 2014 was Deutsche Bank, an estimated $158M added.
- The largest State Street SPDR S&P Oil & Gas Exploration & Production ETF seller in Q1 2014 was Morgan Stanley, an estimated $164M sold.
Based on aggregated 13F filings for Q1 2014.