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

239 hedge funds and large institutions have $4.14B invested in State Street SPDR S&P Oil & Gas Exploration & Production ETF in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 63 increasing their positions, 73 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.13% more ownership

Funds ownership: 36.84%45.97% (+9.1%)

10% less funds holding

Funds holding: 265239 (-26)

12% less funds holding in top 10

Funds holding in top 10: 2623 (-3)

14% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 73

22% less capital invested

Capital invested by funds: $5.32B → $4.14B (-$1.18B)

24% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 86

66% less call options, than puts

Call options by funds: $1.88B | Put options by funds: $5.46B

Holders
239
Holders Change
-26
Holders Change %
-9.81%
% of All Funds
5.33%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.51%
New
65
Increased
63
Reduced
73
Closed
86
Calls
$1.88B
Puts
$5.46B
Net Calls
-$3.58B
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
201
Global Retirement Partners
California
$24K
GEA
202
Glen Eagle Advisors
New Jersey
$23.9K
APSP
203
Asset Planning Services (Pennsylvania)
Pennsylvania
$20K -$35.8K -256 -57%
QCIG
204
Quad-Cities Investment Group
Iowa
$19K +$140 +1 +0.6%
NFG
205
Next Financial Group
Texas
$14K +$3.63K +26 +25%
VNA
206
Valley National Advisers
Pennsylvania
$13K
SSB
207
Sandy Spring Bank
Maryland
$13K +$16.6K +119 New
Fidelity Investments
208
Fidelity Investments
Massachusetts
$9K -$19.7K -141 -62%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$9K -$1.26K -9 -9%
AF
210
Advisornet Financial
Minnesota
$7K -$6.99K -50 -44%
BWM
211
BerganKDV Wealth Management
Minnesota
$6K +$7.41K +53 New
GWMIA
212
Global Wealth Management Investment Advisory
Florida
$6K +$8.39K +60 New
APA
213
American Portfolios Advisors
New York
$5.31K
MSFP
214
Mark Sheptoff Financial Planning
Connecticut
$5K -$152K -1,088 -96%
RFA
215
Reilly Financial Advisors
California
$5K
MOS
216
MGO One Seven
Ohio
$5K +$6.99K +50 New
PCFFS
217
Pacific Center for Financial Services
California
$4K
MWC
218
MKD Wealth Coaches
Michigan
$4K +$5.31K +38 New
AssetMark Inc
219
AssetMark Inc
California
$3K -$108M -774,336 -100%
AIA
220
Armor Investment Advisors
North Carolina
$3K
IAS
221
IMA Advisory Services
Colorado
$3K
DBT
222
Dubuque Bank & Trust
Iowa
$3K +$4.33K +31 New
ACM
223
Aviance Capital Management
Florida
$2K -$4.89M -34,950 -100%
AAM
224
Advisors Asset Management
Colorado
$2K
CFN
225
Cordasco Financial Network
Florida
$2K

XOP Hedge Fund Activity: Q4 2018 in Review

239 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) for Q4 2018, worth a combined $4.14B — down 22% from $5.32B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of XOP and 65 opened new positions — a net loss of 21 holders — while 73 trimmed existing stakes and 63 added.

The largest buyer was Goldman Sachs, adding an estimated $524M. The largest seller was Morgan Stanley, cutting an estimated $226M.

  • 239 institutional investors held State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) as of Q4 2018, down from 265 in Q3 2018.
  • Funds reported $4.14B of State Street SPDR S&P Oil & Gas Exploration & Production ETF stock for Q4 2018, down 22% quarter-over-quarter.
  • 65 funds opened new State Street SPDR S&P Oil & Gas Exploration & Production ETF positions in Q4 2018 and 86 closed out, a net change of -21 holders.
  • The largest State Street SPDR S&P Oil & Gas Exploration & Production ETF buyer in Q4 2018 was Goldman Sachs, an estimated $524M added.
  • The largest State Street SPDR S&P Oil & Gas Exploration & Production ETF seller in Q4 2018 was Morgan Stanley, an estimated $226M sold.

Based on aggregated 13F filings for Q4 2018.