ProShares Large Cap Core Plus
CSM
88 hedge funds and large institutions have $489M invested in ProShares Large Cap Core Plus in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 35 reducing their positions, and 14 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
16.87% more ownership
Funds ownership: 120.19% → 137.06% (+17%)
4% less funds holding
Funds holding: 92 → 88 (-4)
14% less capital invested
Capital invested by funds: $570M → $489M (-$80.8M)
26% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 35
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$6.44M |
| 2 |
FF
Fluent Financial
Dallas,
Texas
|
-$4.55M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.59M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.36M |
| 5 |
AF
AMG Funds
Stamford,
Connecticut
|
-$1.72M |
CSM Hedge Fund Activity: Q4 2018 in Review
88 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q4 2018, worth a combined $489M — down 14% from $570M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of CSM and 10 opened new positions — a net loss of 4 holders — while 35 trimmed existing stakes and 26 added.
The largest buyer was Envestnet Asset Management, adding an estimated $15.6M. The largest seller was Morgan Stanley, cutting an estimated $6.44M.
- 88 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q4 2018, down from 92 in Q3 2018.
- Funds reported $489M of ProShares Large Cap Core Plus stock for Q4 2018, down 14% quarter-over-quarter.
- 10 funds opened new ProShares Large Cap Core Plus positions in Q4 2018 and 14 closed out, a net change of -4 holders.
- The largest ProShares Large Cap Core Plus buyer in Q4 2018 was Envestnet Asset Management, an estimated $15.6M added.
- The largest ProShares Large Cap Core Plus seller in Q4 2018 was Morgan Stanley, an estimated $6.44M sold.
Based on aggregated 13F filings for Q4 2018.