ProShares Large Cap Core Plus
CSM
80 hedge funds and large institutions have $455M invested in ProShares Large Cap Core Plus in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 7 closing their positions.
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
76% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 17
60% more capital invested
Capital invested by funds: $284M → $455M (+$171M)
49.31% more ownership
Funds ownership: 76.82% → 126.13% (+49%)
16% more funds holding
Funds holding: 69 → 80 (+11)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OIA
76
OneDigital Investment Advisors
Overland Park,
Kansas
| $4K | – | – | – |
|
|
SIS
77
Sound Income Strategies
Ft Lauderdale,
Florida
| $2K | +$1.88K | +58 | New |
|
78
BlackRock
New York
| $2K | +$2.33K | +72 | New |
|
|
TFA
79
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
|
IA
80
IFP Advisors
Tampa,
Florida
| – | -$2.47M | -79,142 | Closed |
|
81
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$668K | -21,364 | Closed |
|
|
BRF
82
B. Riley Financial
Los Angeles,
California
| – | -$382K | -12,202 | Closed |
|
83
Goldman Sachs
New York
| – | -$362K | -11,580 | Closed |
|
|
NFG
84
Next Financial Group
Houston,
Texas
| – | -$39K | -1,228 | Closed |
|
|
ASN
85
Advisory Services Network
Atlanta,
Georgia
| – | -$6K | -192 | Closed |
|
CSM Hedge Fund Activity: Q4 2017 in Review
80 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q4 2017, worth a combined $455M — up 60% from $284M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new CSM positions and 7 closed out — a net gain of 11 holders — while 30 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.75M. The largest seller was IFP Advisors, exiting entirely with an estimated $2.47M sold.
- 80 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q4 2017, up from 69 in Q3 2017.
- Funds reported $455M of ProShares Large Cap Core Plus stock for Q4 2017, up 60% quarter-over-quarter.
- 18 funds opened new ProShares Large Cap Core Plus positions in Q4 2017 and 7 closed out, a net change of +11 holders.
- The largest ProShares Large Cap Core Plus buyer in Q4 2017 was Morgan Stanley, an estimated $2.75M added.
- The largest ProShares Large Cap Core Plus seller in Q4 2017 was IFP Advisors, an estimated $2.47M sold.
Based on aggregated 13F filings for Q4 2017.