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One River Asset Management Portfolio holdings

AUM $310M
1-Year Est. Return 5.17%
This Fund
S&P 500
This Quarter Est. Return
+6.09%
1 Year Est. Return
-5.17%
3 Year Est. Return
+23.97%
5 Year Est. Return
10 Year Est. Return
AUM
$4.03B
AUM Growth
-$419M
Cap. Flow
-$837M
Cap. Flow %
-20.76%
Top 10 Hldgs %
33.45%
Holding
357
New
56
Increased
36
Reduced
121
Closed
143

Sector Composition

Rank Sector Weight
1 Technology 0.82%
2 Communication Services 0.16%
3 Financials 0.14%
4 Energy 0.07%
5 Consumer Discretionary 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BKNG icon
226
CALL
Booking.com
BKNG
$149B
-5,000
Closed -$709K
BRK.B icon
227
Berkshire Hathaway Class B
BRK.B
$1.11T
-6,991
Closed -$2.75M
CAT icon
228
CALL
Caterpillar
CAT
$382B
-5,300
Closed -$1.57M
CAT icon
229
Caterpillar
CAT
$382B
-914
Closed -$270K
CAT icon
230
PUT
Caterpillar
CAT
$382B
-6,100
Closed -$1.8M
CHTR icon
231
CALL
Charter Communications
CHTR
$17.2B
-700
Closed -$272K
CHTR icon
232
Charter Communications
CHTR
$17.2B
-214
Closed -$83.2K
CHTR icon
233
PUT
Charter Communications
CHTR
$17.2B
-600
Closed -$233K
CRM icon
234
CALL
Salesforce
CRM
$152B
-8,600
Closed -$2.26M
CRM icon
235
PUT
Salesforce
CRM
$152B
-4,900
Closed -$1.29M
CSX icon
236
CSX Corp
CSX
$92.3B
-2,807
Closed -$102K
CVNA icon
237
CALL
Carvana
CVNA
$72.7B
-75,000
Closed -$794K
DE icon
238
Deere & Co
DE
$163B
-119
Closed -$47.6K
DE icon
239
PUT
Deere & Co
DE
$163B
-6,400
Closed -$2.56M
DIA icon
240
CALL
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.7B
-18,400
Closed -$6.93M
DIA icon
241
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.7B
-881
Closed -$332K
DIS icon
242
CALL
Walt Disney
DIS
$170B
-2,000
Closed -$181K
DIS icon
243
Walt Disney
DIS
$170B
-5,581
Closed -$504K
DIS icon
244
PUT
Walt Disney
DIS
$170B
-8,700
Closed -$786K
DOW icon
245
CALL
Dow Inc
DOW
$21.6B
-3,000
Closed -$165K
DOW icon
246
Dow Inc
DOW
$21.6B
-1,753
Closed -$96.1K
DOW icon
247
PUT
Dow Inc
DOW
$21.6B
-11,000
Closed -$603K
EMR icon
248
CALL
Emerson Electric
EMR
$86.7B
-1,100
Closed -$107K
EMR icon
249
Emerson Electric
EMR
$86.7B
-475
Closed -$46.2K
EMR icon
250
PUT
Emerson Electric
EMR
$86.7B
-900
Closed -$87.6K

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One River Asset Management's Q1 2024 Portfolio in Review

As of Q1 2024, One River Asset Management held 357 positions worth $4.03B, down 9.4% from $4.45B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

One River Asset Management withdrew a net $837M in Q1 2024, closing 143 positions and reducing 121 holdings. Its most notable exit was State Street Technology Select Sector SPDR ETF, an estimated $18.6M position sold in full.

By sector, the portfolio is most concentrated in Technology at 0.82% of assets, up from 0.18% a quarter earlier, followed by Communication Services and Financials.

Against the trend, One River Asset Management opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF worth $21.5M.

  • One River Asset Management's largest Q1 2024 buy was iShares iBoxx $ Investment Grade Corporate Bond ETF: 197,049 shares worth $21.5M.
  • One River Asset Management added most to State Street SPDR S&P 500 ETF Trust in Q1 2024, an estimated $31.5M increase.
  • One River Asset Management's biggest Q1 2024 reduction was Invesco QQQ Trust, cutting an estimated $65.3M.
  • One River Asset Management fully exited State Street Technology Select Sector SPDR ETF in Q1 2024, selling an estimated $18.6M.
  • One River Asset Management's ten largest holdings make up 33% of its $4.03B portfolio in Q1 2024.
  • One River Asset Management opened 56 new positions and closed 143 in Q1 2024.
  • One River Asset Management's portfolio value fell 9.4% quarter-over-quarter to $4.03B.

Based on One River Asset Management's 13F filing for Q1 2024, filed 14 May 2024.