ProShares Large Cap Core Plus
CSM
33 hedge funds and large institutions have $97.4M invested in ProShares Large Cap Core Plus in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
180% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 5
22% more funds holding
Funds holding: 27 → 33 (+6)
18% more capital invested
Capital invested by funds: $82.8M → $97.4M (+$14.6M)
17.83% less ownership
Funds ownership: 217.97% → 200.14% (-18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
+$4.97M |
| 2 |
Jane Street
New York
|
+$3.51M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.76M |
| 4 |
B
Baird
Milwaukee,
Wisconsin
|
+$936K |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$664K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.62M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.58M |
| 3 |
AIG
American International Group
New York
|
-$407K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$225K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$16.2K |
CSM Hedge Fund Activity: Q3 2013 in Review
33 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q3 2013, worth a combined $97.4M — up 18% from $82.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CSM positions and 1 closed out — a net gain of 7 holders — while 14 added to existing stakes and 5 trimmed.
The largest buyer was New York Life Investment Management, opening a new position worth an estimated $4.97M. The largest seller was Morgan Stanley, cutting an estimated $1.62M.
- 33 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q3 2013, up from 27 in Q2 2013.
- Funds reported $97.4M of ProShares Large Cap Core Plus stock for Q3 2013, up 18% quarter-over-quarter.
- 8 funds opened new ProShares Large Cap Core Plus positions in Q3 2013 and 1 closed out, a net change of +7 holders.
- The largest ProShares Large Cap Core Plus buyer in Q3 2013 was New York Life Investment Management, an estimated $4.97M added.
- The largest ProShares Large Cap Core Plus seller in Q3 2013 was Morgan Stanley, an estimated $1.62M sold.
Based on aggregated 13F filings for Q3 2013.