We are live on ! Find out more
XOP icon

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

390 hedge funds and large institutions have $4.44B invested in State Street SPDR S&P Oil & Gas Exploration & Production ETF in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 110 increasing their positions, 118 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

19% more capital invested

Capital invested by funds: $3.73B → $4.44B (+$714M)

4.5% more ownership

Funds ownership: 100.7%105.19% (+4.5%)

5% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 65

7% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 118

1% less funds holding

Funds holding: 394390 (-4)

22% less call options, than puts

Call options by funds: $1.63B | Put options by funds: $2.09B

Holders
390
Holders Change
-4
Holders Change %
-1.02%
% of All Funds
5.62%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
68
Increased
110
Reduced
118
Closed
65
Calls
$1.63B
Puts
$2.09B
Net Calls
-$462M
Net Calls Change
+$564M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$818M -$5.83M -42,079 -0.8%
PF
2
Phoenix Financial
Israel
$418M +$120M +869,853 +48%
MMH
3
Menora Mivtachim Holdings
Israel
$217M +$125M +902,373 +180%
Citigroup
4
Citigroup
New York
$209M +$16.3M +117,610 +10%
Morgan Stanley
5
Morgan Stanley
New York
$190M -$227M -1,642,380 -57%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
6
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$174M +$85.9M +620,000 +124%
Bank of America
7
Bank of America
North Carolina
$144M -$18.2M -131,554 -12%
Two Sigma Investments
8
Two Sigma Investments
New York
$129M +$10.5M +75,850 +10%
Bessemer Group
9
Bessemer Group
New Jersey
$101M
5NCM
10
59 North Capital Management
Texas
$94.8M +$15.5M +111,856 +22%
MCM
11
Moore Capital Management
New York
$86.8M +$77.6M +560,000 New
JP Morgan Chase
12
JP Morgan Chase
New York
$85.7M -$43.4M -313,439 -36%
LPL Financial
13
LPL Financial
California
$75.7M -$11.8M -85,288 -15%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$72.4M +$28M +202,258 +76%
JHU
15
Johns Hopkins University
Maryland
$70.4M
Citadel Advisors
16
Citadel Advisors
Florida
$62.5M +$38.6M +278,923 +225%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$59.7M +$2.43M +17,553 +5%
AssetMark Inc
18
AssetMark Inc
California
$59.2M +$52.9M +382,205 New
Barclays
19
Barclays
United Kingdom
$55.1M -$58.8M -424,613 -54%
VU
20
Vanderbilt University
Tennessee
$53.7M +$240K +1,730 +0.5%
UBS Group
21
UBS Group
Switzerland
$53.4M -$63.9M -461,461 -57%
SAM
22
Silvercrest Asset Management
New York
$48.3M -$55.4K -400 -0.1%
CCM
23
Candlestick Capital Management
Connecticut
$46.5M -$13.8M -100,000 -25%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$41.1M -$4M -28,890 -10%
Twin Tree Management
25
Twin Tree Management
Texas
$37.5M +$29.4M +212,584 +723%

XOP Hedge Fund Activity: Q1 2024 in Review

390 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) for Q1 2024, worth a combined $4.44B — up 19% from $3.73B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new XOP positions and 65 closed out — a net gain of 3 holders — while 110 added to existing stakes and 118 trimmed.

The largest buyer was Menora Mivtachim Holdings, adding an estimated $125M. The largest seller was Morgan Stanley, cutting an estimated $227M.

  • 390 institutional investors held State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) as of Q1 2024, down from 394 in Q4 2023.
  • Funds reported $4.44B of State Street SPDR S&P Oil & Gas Exploration & Production ETF stock for Q1 2024, up 19% quarter-over-quarter.
  • 68 funds opened new State Street SPDR S&P Oil & Gas Exploration & Production ETF positions in Q1 2024 and 65 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P Oil & Gas Exploration & Production ETF buyer in Q1 2024 was Menora Mivtachim Holdings, an estimated $125M added.
  • The largest State Street SPDR S&P Oil & Gas Exploration & Production ETF seller in Q1 2024 was Morgan Stanley, an estimated $227M sold.

Based on aggregated 13F filings for Q1 2024.