ProShares Large Cap Core Plus
CSM
41 hedge funds and large institutions have $97.4M invested in ProShares Large Cap Core Plus in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
24% more funds holding
Funds holding: 33 → 41 (+8)
3% more capital invested
Capital invested by funds: $94.9M → $97.4M (+$2.42M)
8.61% less ownership
Funds ownership: 166.14% → 157.54% (-8.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$5.22M |
| 2 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
+$1.13M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$629K |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$531K |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$496K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$5.51M |
| 2 |
Morgan Stanley
New York
|
-$2.13M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.42M |
| 4 |
AIG
American International Group
New York
|
-$924K |
| 5 |
LPL Financial
San Diego,
California
|
-$161K |
CSM Hedge Fund Activity: Q1 2014 in Review
41 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q1 2014, worth a combined $97.4M — up 2.5% from $94.9M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new CSM positions and 3 closed out — a net gain of 8 holders — while 13 added to existing stakes and 9 trimmed.
The largest buyer was UBS, adding an estimated $5.22M. The largest seller was New York Life Investment Management, exiting entirely with an estimated $5.51M sold.
- 41 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q1 2014, up from 33 in Q4 2013.
- Funds reported $97.4M of ProShares Large Cap Core Plus stock for Q1 2014, up 2.5% quarter-over-quarter.
- 11 funds opened new ProShares Large Cap Core Plus positions in Q1 2014 and 3 closed out, a net change of +8 holders.
- The largest ProShares Large Cap Core Plus buyer in Q1 2014 was UBS, an estimated $5.22M added.
- The largest ProShares Large Cap Core Plus seller in Q1 2014 was New York Life Investment Management, an estimated $5.51M sold.
Based on aggregated 13F filings for Q1 2014.