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

108 hedge funds and large institutions have $3.68B invested in State Street SPDR S&P Oil & Gas Exploration & Production ETF in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

9% more funds holding

Funds holding: 99108 (+9)

3% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 30

0% less capital invested

Capital invested by funds: $3.7B → $3.68B (-$15.9M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

31.51% less ownership

Funds ownership: 99.51%68% (-32%)

81% less call options, than puts

Call options by funds: $324M | Put options by funds: $1.74B

Holders
108
Holders Change
+9
Holders Change %
+9.09%
% of All Funds
3.1%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
34
Increased
31
Reduced
30
Closed
25
Calls
$324M
Puts
$1.74B
Net Calls
-$1.41B
Net Calls Change
-$867M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$1.06B -$227M -736,862 -19%
Citigroup
2
Citigroup
New York
$535M -$39M -126,926 -7%
Bank of America
3
Bank of America
North Carolina
$398M -$72.4M -235,521 -16%
Morgan Stanley
4
Morgan Stanley
New York
$338M +$41.6M +135,267 +15%
JP Morgan Chase
5
JP Morgan Chase
New York
$263M -$2.82M -9,179 -1%
CS
6
Credit Suisse
Switzerland
$208M +$31M +100,817 +19%
LMIM
7
Lockheed Martin Investment Management
Maryland
$201M +$14.1M +45,925 +8%
U
8
UBS
Switzerland
$141M +$29.4M +95,779 +29%
Barclays
9
Barclays
United Kingdom
$126M -$5.94M -19,333 -5%
DCM
10
Discovery Capital Management
Connecticut
$106M +$99.2M +322,500 New
SG Americas Securities
11
SG Americas Securities
New York
$27.8M -$5.96M -19,384 -19%
EARNEST Partners
12
EARNEST Partners
Georgia
$23M
Citadel Advisors
13
Citadel Advisors
Florida
$20.8M +$7.08M +23,034 +57%
William Blair & Company
14
William Blair & Company
Illinois
$18.8M +$15.1M +49,102 +605%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$16.6M +$5.79M +18,840 +60%
AWE
16
Avidian Wealth Enterprises
Texas
$14.6M +$1.72M +5,578 +14%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$14.1M +$6.05M +19,691 +85%
COI
18
Connable Office Inc
Michigan
$11.3M -$95K -309 -0.9%
Wells Fargo
19
Wells Fargo
California
$10.8M +$2.37M +7,700 +30%
Deutsche Bank
20
Deutsche Bank
Germany
$10.6M -$199M -645,840 -95%
FF
21
Friedenthal Financial
New Jersey
$7.73M +$7.22M +23,496 New
Stifel Financial
22
Stifel Financial
Missouri
$7.45M +$6.39M +20,793 +1,127%
CM
23
Churchill Management
California
$7.42M +$6.93M +22,554 New
Nomura Holdings
24
Nomura Holdings
Japan
$7.27M +$2.95M +9,603 +77%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$7.05M +$2.61M +8,500 +66%

XOP Hedge Fund Activity: Q2 2014 in Review

108 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) for Q2 2014, worth a combined $3.68B — down 0.43% from $3.7B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new XOP positions and 25 closed out — a net gain of 9 holders — while 31 added to existing stakes and 30 trimmed.

The largest buyer was Discovery Capital Management, opening a new position worth an estimated $99.2M. The largest seller was Goldman Sachs, cutting an estimated $227M.

  • 108 institutional investors held State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) as of Q2 2014, up from 99 in Q1 2014.
  • Funds reported $3.68B of State Street SPDR S&P Oil & Gas Exploration & Production ETF stock for Q2 2014, down 0.43% quarter-over-quarter.
  • 34 funds opened new State Street SPDR S&P Oil & Gas Exploration & Production ETF positions in Q2 2014 and 25 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P Oil & Gas Exploration & Production ETF buyer in Q2 2014 was Discovery Capital Management, an estimated $99.2M added.
  • The largest State Street SPDR S&P Oil & Gas Exploration & Production ETF seller in Q2 2014 was Goldman Sachs, an estimated $227M sold.

Based on aggregated 13F filings for Q2 2014.