ProShares Large Cap Core Plus
CSM
98 hedge funds and large institutions have $581M invested in ProShares Large Cap Core Plus in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
10% more funds holding
Funds holding: 89 → 98 (+9)
9% more capital invested
Capital invested by funds: $533M → $581M (+$47.8M)
4.32% more ownership
Funds ownership: 139.53% → 143.85% (+4.3%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
34% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 35
Top Buyers
Top Sellers
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$6.76M |
| 2 |
Morgan Stanley
New York
|
-$2.02M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$1.84M |
| 4 |
Jane Street
New York
|
-$1.59M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
101
Evermay Wealth Management
Arlington,
Virginia
| – | -$227K | -6,392 | Closed |
|
|
EW
102
Evoke Wealth
Los Angeles,
California
| – | -$199K | -5,600 | Closed |
|
103
JP Morgan Chase
New York
| – | -$183K | -5,158 | Closed |
|
|
PMFA
104
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$143K | -4,040 | Closed |
|
|
IA
105
IFP Advisors
Tampa,
Florida
| – | -$12.5K | -340 | Closed |
|
|
GSWM
106
Golden State Wealth Management
Santa Ana,
California
| – | -$8K | -228 | Closed |
|
CSM Hedge Fund Activity: Q4 2019 in Review
98 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q4 2019, worth a combined $581M — up 9% from $533M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new CSM positions and 8 closed out — a net gain of 10 holders — while 23 added to existing stakes and 35 trimmed.
The largest buyer was Merit Financial Group, adding an estimated $6.79M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $6.76M.
- 98 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q4 2019, up from 89 in Q3 2019.
- Funds reported $581M of ProShares Large Cap Core Plus stock for Q4 2019, up 9% quarter-over-quarter.
- 18 funds opened new ProShares Large Cap Core Plus positions in Q4 2019 and 8 closed out, a net change of +10 holders.
- The largest ProShares Large Cap Core Plus buyer in Q4 2019 was Merit Financial Group, an estimated $6.79M added.
- The largest ProShares Large Cap Core Plus seller in Q4 2019 was Kayne Anderson Rudnick Investment Management, an estimated $6.76M sold.
Based on aggregated 13F filings for Q4 2019.