ProShares Large Cap Core Plus
CSM
83 hedge funds and large institutions have $351M invested in ProShares Large Cap Core Plus in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 42 reducing their positions, and 21 closing their positions.
5.82% less ownership
Funds ownership: 143.85% → 138.03% (-5.8%)
15% less funds holding
Funds holding: 98 → 83 (-15)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
40% less capital invested
Capital invested by funds: $581M → $351M (-$229M)
57% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 21
60% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 42
Top Buyers
Top Sellers
CSM Hedge Fund Activity: Q1 2020 in Review
83 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q1 2020, worth a combined $351M — down 40% from $581M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of CSM and 9 opened new positions — a net loss of 12 holders — while 42 trimmed existing stakes and 17 added.
The largest buyer was B. Riley Wealth Management, adding an estimated $2.91M. The largest seller was Merit Financial Group, cutting an estimated $57.6M.
- 83 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q1 2020, down from 98 in Q4 2019.
- Funds reported $351M of ProShares Large Cap Core Plus stock for Q1 2020, down 40% quarter-over-quarter.
- 9 funds opened new ProShares Large Cap Core Plus positions in Q1 2020 and 21 closed out, a net change of -12 holders.
- The largest ProShares Large Cap Core Plus buyer in Q1 2020 was B. Riley Wealth Management, an estimated $2.91M added.
- The largest ProShares Large Cap Core Plus seller in Q1 2020 was Merit Financial Group, an estimated $57.6M sold.
Based on aggregated 13F filings for Q1 2020.