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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

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.

Holders
41
Holders Change
+8
Holders Change %
+24.24%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
13
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
1
UBS
Switzerland
$14.2M
2
LIM
2
Leavell Investment Management
Alabama
$3.39M
3
VKH
3
Virtu KCG Holdings
New York
$645K
4
Comerica Bank
4
Comerica Bank
Texas
$544K
5
FIM
5
Freedom Investment Management
Connecticut
$2.44M

Top Sellers

1
NYLIM
1
New York Life Investment Management
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$46.1M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
AIG
4
American International Group
New York
$2.14M
5
LPL Financial
5
LPL Financial
California
$1.58M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$46.1M 513,419 -24,317 -5%
U
2
UBS
Switzerland
$14.2M 157,859 +59,583 +61%
Wells Fargo
3
Wells Fargo
California
$7.12M 79,171 +5,434 +7%
Bank of America
4
Bank of America
North Carolina
$4.59M 51,027 -1,100 -2%
BCI
5
Brinker Capital Investments
Pennsylvania
$4.14M 46,000 – –
LIM
6
Leavell Investment Management
Alabama
$3.39M 37,752 +12,850 +52%
FIM
7
Freedom Investment Management
Connecticut
$2.44M 27,169 +5,662 +26%
AIG
8
American International Group
New York
$2.14M 23,831 -10,552 -31%
WS
9
Wedbush Securities
California
$2.06M 22,895 -233 -1%
CWM
10
Concert Wealth Management
California
$1.87M 20,892 +1,563 +8%
LPL Financial
11
LPL Financial
California
$1.58M 17,626 -1,835 -9%
HighTower Advisors
12
HighTower Advisors
Illinois
$846K 9,417 +238 +3%
Jane Street
13
Jane Street
New York
$844K 9,386 +1,852 +25%
PSI
14
Pinnacle Summer Investments
Virginia
$765K 8,369 +4,602 +122%
VKH
15
Virtu KCG Holdings
New York
$645K 7,178 +7,178 New
TFA
16
Transamerica Financial Advisors
Florida
$636K 7,067 +2,340 +50%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$620K 6,900 +250 +4%
Comerica Bank
18
Comerica Bank
Texas
$544K 6,060 +6,060 New
EWM
19
Evermay Wealth Management
Virginia
$541K 6,015 -100 -2%
TNBTD
20
Trustmark National Bank Trust Department
Mississippi
$342K 3,800 – –
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$308K 3,432 +3,432 New
WSTAM
22
Wilbanks Smith & Thomas Asset Management
Virginia
$270K 3,005 +230 +8%
CA
23
Cetera Advisors
Colorado
$252K 2,822 +2,822 New
WTB
24
Washington Trust Bank
Washington
$189K 2,104 +2,104 New
Deutsche Bank
25
Deutsche Bank
Germany
$173K 1,925 +1,925 New
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