ProShares Large Cap Core Plus
CSM
61 hedge funds and large institutions have $223M invested in ProShares Large Cap Core Plus in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
12% more capital invested
Capital invested by funds: $200M → $223M (+$23.1M)
9.23% more ownership
Funds ownership: 101.4% → 110.62% (+9.2%)
3% more funds holding
Funds holding: 59 → 61 (+2)
44% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 25
Top Buyers
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.55M |
| 2 |
Morgan Stanley
New York
|
-$3.31M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.05M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.31M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.64M |
CSM Hedge Fund Activity: Q1 2016 in Review
61 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q1 2016, worth a combined $223M — up 12% from $200M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CSM positions and 5 closed out — a net gain of 4 holders — while 14 added to existing stakes and 25 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $9.68M. The largest seller was Bank of America, cutting an estimated $6.55M.
- 61 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q1 2016, up from 59 in Q4 2015.
- Funds reported $223M of ProShares Large Cap Core Plus stock for Q1 2016, up 12% quarter-over-quarter.
- 9 funds opened new ProShares Large Cap Core Plus positions in Q1 2016 and 5 closed out, a net change of +4 holders.
- The largest ProShares Large Cap Core Plus buyer in Q1 2016 was Ladenburg Thalmann Financial Services, an estimated $9.68M added.
- The largest ProShares Large Cap Core Plus seller in Q1 2016 was Bank of America, an estimated $6.55M sold.
Based on aggregated 13F filings for Q1 2016.