ProShares Large Cap Core Plus
CSM
89 hedge funds and large institutions have $533M invested in ProShares Large Cap Core Plus in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 38 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
2% more funds holding
Funds holding: 87 → 89 (+2)
0.78% more ownership
Funds ownership: 68.99% → 69.77% (+0.78%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
37% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 38
76% less capital inflows, than outflows
Capital inflows: $6.71M | Capital outflows: $28.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.71M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$850K |
| 3 |
Jane Street
New York
|
+$839K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$617K |
| 5 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$472K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$11.7M |
| 2 |
Merit Financial Group
Alpharetta,
Georgia
|
-$4.67M |
| 3 |
LPL Financial
San Diego,
California
|
-$3.6M |
| 4 |
B. Riley Wealth Management
Memphis,
Tennessee
|
-$1.1M |
| 5 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
-$954K |
CSM Hedge Fund Activity: Q3 2019 in Review
89 of the 4,576 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q3 2019, worth a combined $533M — down 3.2% from $551M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CSM positions and 6 closed out — a net gain of 2 holders — while 24 added to existing stakes and 38 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.71M. The largest seller was Morgan Stanley, cutting an estimated $11.7M.
- 89 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q3 2019, up from 87 in Q2 2019.
- Funds reported $533M of ProShares Large Cap Core Plus stock for Q3 2019, down 3.2% quarter-over-quarter.
- 8 funds opened new ProShares Large Cap Core Plus positions in Q3 2019 and 6 closed out, a net change of +2 holders.
- The largest ProShares Large Cap Core Plus buyer in Q3 2019 was Wells Fargo, an estimated $1.71M added.
- The largest ProShares Large Cap Core Plus seller in Q3 2019 was Morgan Stanley, an estimated $11.7M sold.
Based on aggregated 13F filings for Q3 2019.