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State Street SPDR S&P Oil & Gas Exploration & Production ETF

208 hedge funds and large institutions have $2.91B invested in State Street SPDR S&P Oil & Gas Exploration & Production ETF in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 45 increasing their positions, 56 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 36

102% more capital invested

Capital invested by funds: $1.44B → $2.91B (+$1.47B)

47.32% more ownership

Funds ownership: 80.6%127.92% (+47%)

20% more funds holding

Funds holding: 174208 (+34)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

20% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 56

39% less call options, than puts

Call options by funds: $1.97B | Put options by funds: $3.24B

Holders
208
Holders Change
+34
Holders Change %
+19.54%
% of All Funds
3.68%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
74
Increased
45
Reduced
56
Closed
36
Calls
$1.97B
Puts
$3.24B
Net Calls
-$1.27B
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
176
FSA Wealth Management
Massachusetts
$18K +$15.2K +300 New
JIR
177
James Investment Research
Ohio
$18K +$15.2K +300 New
PK
178
Pflug Koory
Nebraska
$17K
YAL
179
Your Advocates Ltd
Texas
$16K -$51.7K -1,020 -79%
GWM
180
Geneos Wealth Management
Colorado
$16K +$51 +1 +0.5%
CFA
181
Carroll Financial Associates
North Carolina
$13K
EWA
182
Evolution Wealth Advisors
Florida
$12K
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$11K
CWC
184
Carolinas Wealth Consulting
North Carolina
$11K +$70.9K +1,400 New
EDRH
185
Edmond de Rothschild Holding
Switzerland
$9K
ASBI
186
American State Bank (Iowa)
Iowa
$8.78K +$7.6K +150 New
CIAS
187
Capital Investment Advisory Services
North Carolina
$8K -$42K -829 -86%
William Blair & Company
188
William Blair & Company
Illinois
$7K -$3.8K -75 -37%
FPB
189
First PREMIER Bank
South Dakota
$6K
RAM
190
Riggs Asset Management
Pennsylvania
$6K +$5.47K +108 New
KFS
191
Kelly Financial Services
Massachusetts
$5.84K +$51 +1 +1%
VFA
192
Valeo Financial Advisors
Indiana
$4K -$3.5K -69 -53%
CAAS
193
Capital Asset Advisory Services
Michigan
$4K
PCG
194
Private Capital Group
Connecticut
$4K
COCM
195
Charter Oak Capital Management
New Hampshire
$3K +$2.53K +50 New
IAS
196
IMA Advisory Services
Colorado
$2K
NFG
197
Next Financial Group
Texas
$2K
PCFFS
198
Pacific Center for Financial Services
California
$2K
TPCW
199
TD Private Client Wealth
New York
$1.17K
CCMW
200
Cypress Capital Management (Wyoming)
Wyoming
$1K

XOP Hedge Fund Activity: Q4 2020 in Review

208 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) for Q4 2020, worth a combined $2.91B — up 102% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new XOP positions and 36 closed out — a net gain of 38 holders — while 45 added to existing stakes and 56 trimmed.

The largest buyer was Citigroup, adding an estimated $376M. The largest seller was Rafferty Asset Management, cutting an estimated $92.8M.

  • 208 institutional investors held State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) as of Q4 2020, up from 174 in Q3 2020.
  • Funds reported $2.91B of State Street SPDR S&P Oil & Gas Exploration & Production ETF stock for Q4 2020, up 102% quarter-over-quarter.
  • 74 funds opened new State Street SPDR S&P Oil & Gas Exploration & Production ETF positions in Q4 2020 and 36 closed out, a net change of +38 holders.
  • The largest State Street SPDR S&P Oil & Gas Exploration & Production ETF buyer in Q4 2020 was Citigroup, an estimated $376M added.
  • The largest State Street SPDR S&P Oil & Gas Exploration & Production ETF seller in Q4 2020 was Rafferty Asset Management, an estimated $92.8M sold.

Based on aggregated 13F filings for Q4 2020.