We are live on ! Find out more
XOP icon

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

394 hedge funds and large institutions have $3.73B invested in State Street SPDR S&P Oil & Gas Exploration & Production ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 84 increasing their positions, 139 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.99% more ownership

Funds ownership: 97.7%100.7% (+3%)

6% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 77

4% more capital invested

Capital invested by funds: $3.6B → $3.73B (+$130M)

1% more funds holding

Funds holding: 391394 (+3)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

40% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 139

48% less call options, than puts

Call options by funds: $1.12B | Put options by funds: $2.14B

Holders
394
Holders Change
+3
Holders Change %
+0.77%
% of All Funds
5.74%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.15%
New
82
Increased
84
Reduced
139
Closed
77
Calls
$1.12B
Puts
$2.14B
Net Calls
-$1.03B
Net Calls Change
+$239M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$729M +$299M +2,125,650 +66%
Morgan Stanley
2
Morgan Stanley
New York
$393M +$159M +1,127,755 +65%
PF
3
Phoenix Financial
Israel
$282M +$255M +1,812,954 +10,404%
Citigroup
4
Citigroup
New York
$169M +$36.3M +258,057 +26%
Bank of America
5
Bank of America
North Carolina
$145M -$129M -913,563 -46%
JP Morgan Chase
6
JP Morgan Chase
New York
$119M +$67.5M +479,618 +124%
UBS Group
7
UBS Group
Switzerland
$110M +$38.6M +274,468 +52%
Barclays
8
Barclays
United Kingdom
$107M -$106M -754,818 -49%
Two Sigma Investments
9
Two Sigma Investments
New York
$104M +$107M +759,624 New
Bessemer Group
10
Bessemer Group
New Jersey
$89.3M
LPL Financial
11
LPL Financial
California
$78.6M +$9.97M +70,892 +14%
5NCM
12
59 North Capital Management
Texas
$68.5M -$6.39M -45,437 -8%
MMH
13
Menora Mivtachim Holdings
Israel
$68.5M -$63.7M -453,000 -48%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
14
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$68.5M
JHU
15
Johns Hopkins University
Maryland
$62.2M -$33.4M -237,033 -34%
CCM
16
Candlestick Capital Management
Connecticut
$54.8M -$3.52M -25,000 -6%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$50.4M +$201K +1,431 +0.4%
VU
18
Vanderbilt University
Tennessee
$47.2M +$356K +2,530 +0.7%
SAM
19
Silvercrest Asset Management
New York
$42.8M +$433K +3,075 +1%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$40.2M +$16M +114,056 +63%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$36.3M +$13.5M +95,872 +57%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$35.5M -$1.17M -8,280 -3%
Mackenzie Financial
23
Mackenzie Financial
Ontario, Canada
$31.5M -$3.04M -21,633 -9%
Capital Fund Management (CFM)
24
Capital Fund Management (CFM)
France
$29.4M -$5.48M -38,948 -15%
QIM
25
Quantitative Investment Management
Virginia
$27.8M +$28.6M +203,088 New

XOP Hedge Fund Activity: Q4 2023 in Review

394 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) for Q4 2023, worth a combined $3.73B — up 3.6% from $3.6B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new XOP positions and 77 closed out — a net gain of 5 holders — while 84 added to existing stakes and 139 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $299M. The largest seller was Bank of America, cutting an estimated $129M.

  • 394 institutional investors held State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) as of Q4 2023, up from 391 in Q3 2023.
  • Funds reported $3.73B of State Street SPDR S&P Oil & Gas Exploration & Production ETF stock for Q4 2023, up 3.6% quarter-over-quarter.
  • 82 funds opened new State Street SPDR S&P Oil & Gas Exploration & Production ETF positions in Q4 2023 and 77 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P Oil & Gas Exploration & Production ETF buyer in Q4 2023 was Goldman Sachs, an estimated $299M added.
  • The largest State Street SPDR S&P Oil & Gas Exploration & Production ETF seller in Q4 2023 was Bank of America, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2023.