ProShares Large Cap Core Plus
CSM
64 hedge funds and large institutions have $277M invested in ProShares Large Cap Core Plus in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 16
10% more capital invested
Capital invested by funds: $252M → $277M (+$25.5M)
5% more funds holding
Funds holding: 61 → 64 (+3)
0.35% less ownership
Funds ownership: 93.98% → 93.63% (-0.35%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$19.1M |
| 2 |
Jane Street
New York
|
+$1.86M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.25M |
| 4 |
Bank of New York Mellon
New York
|
+$785K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$767K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$4.06M |
| 2 |
Morgan Stanley
New York
|
-$2.06M |
| 3 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
-$1.68M |
| 4 |
AF
AMG Funds
Stamford,
Connecticut
|
-$1.55M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.16M |
CSM Hedge Fund Activity: Q1 2017 in Review
64 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q1 2017, worth a combined $277M — up 10% from $252M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CSM positions and 3 closed out — a net gain of 4 holders — while 24 added to existing stakes and 16 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $19.1M. The largest seller was SG Americas Securities, exiting entirely with an estimated $4.06M sold.
- 64 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q1 2017, up from 61 in Q4 2016.
- Funds reported $277M of ProShares Large Cap Core Plus stock for Q1 2017, up 10% quarter-over-quarter.
- 7 funds opened new ProShares Large Cap Core Plus positions in Q1 2017 and 3 closed out, a net change of +4 holders.
- The largest ProShares Large Cap Core Plus buyer in Q1 2017 was Kayne Anderson Rudnick Investment Management, an estimated $19.1M added.
- The largest ProShares Large Cap Core Plus seller in Q1 2017 was SG Americas Securities, an estimated $4.06M sold.
Based on aggregated 13F filings for Q1 2017.