ProShares Large Cap Core Plus
CSM
74 hedge funds and large institutions have $234M invested in ProShares Large Cap Core Plus in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 38 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
1% more capital invested
Capital invested by funds: $232M → $234M (+$2.52M)
0.7% less ownership
Funds ownership: 113.21% → 112.51% (-0.7%)
6% less funds holding
Funds holding: 79 → 74 (-5)
47% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 38
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Top Buyers
| 1 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$2.54M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$785K |
| 3 |
HF
HRT Financial
New York
|
+$745K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$462K |
| 5 |
LPL Financial
San Diego,
California
|
+$372K |
Top Sellers
CSM Hedge Fund Activity: Q3 2020 in Review
74 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q3 2020, worth a combined $234M — up 1.1% from $232M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of CSM and 5 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 20 added.
The largest buyer was B. Riley Wealth Management, adding an estimated $2.54M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $7.67M.
- 74 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q3 2020, down from 79 in Q2 2020.
- Funds reported $234M of ProShares Large Cap Core Plus stock for Q3 2020, up 1.1% quarter-over-quarter.
- 5 funds opened new ProShares Large Cap Core Plus positions in Q3 2020 and 10 closed out, a net change of -5 holders.
- The largest ProShares Large Cap Core Plus buyer in Q3 2020 was B. Riley Wealth Management, an estimated $2.54M added.
- The largest ProShares Large Cap Core Plus seller in Q3 2020 was Kayne Anderson Rudnick Investment Management, an estimated $7.67M sold.
Based on aggregated 13F filings for Q3 2020.