ProShares Large Cap Core Plus
CSM
92 hedge funds and large institutions have $570M invested in ProShares Large Cap Core Plus in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 34 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
11% more capital invested
Capital invested by funds: $512M → $570M (+$58.2M)
3% more funds holding
Funds holding: 89 → 92 (+3)
8.2% less ownership
Funds ownership: 128.39% → 120.19% (-8.2%)
32% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 34
Top Buyers
Top Sellers
| 1 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$2.85M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.58M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.12M |
| 4 |
CS
Comerica Securities
Detroit,
Michigan
|
-$932K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$850K |
CSM Hedge Fund Activity: Q3 2018 in Review
92 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q3 2018, worth a combined $570M — up 11% from $512M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CSM positions and 6 closed out — a net gain of 3 holders — while 23 added to existing stakes and 34 trimmed.
The largest buyer was Merit Financial Group, adding an estimated $9.95M. The largest seller was Level Four Advisory Services, cutting an estimated $2.85M.
- 92 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q3 2018, up from 89 in Q2 2018.
- Funds reported $570M of ProShares Large Cap Core Plus stock for Q3 2018, up 11% quarter-over-quarter.
- 9 funds opened new ProShares Large Cap Core Plus positions in Q3 2018 and 6 closed out, a net change of +3 holders.
- The largest ProShares Large Cap Core Plus buyer in Q3 2018 was Merit Financial Group, an estimated $9.95M added.
- The largest ProShares Large Cap Core Plus seller in Q3 2018 was Level Four Advisory Services, an estimated $2.85M sold.
Based on aggregated 13F filings for Q3 2018.