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ProShares Ultra Energy

24 hedge funds and large institutions have $44.1M invested in ProShares Ultra Energy in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $9M | Put options by funds: $6.84M

4% less funds holding

Funds holding: 2524 (-1)

4.6% less ownership

Funds ownership: 28.69%24.09% (-4.6%)

7% less capital invested

Capital invested by funds: $47.3M → $44.1M (-$3.2M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
10
Closed
5
Calls
$9M
Puts
$6.84M
Net Calls
+$2.16M
Net Calls Change
+$5.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
1
Deutsche Bank
Germany
$19.2M -$9.82M -120,000 -35%
VCAM
2
Valentine Capital Asset Management
California
$5.29M -$242K -2,956 -5%
Goldman Sachs
3
Goldman Sachs
New York
$4.76M -$482K -5,895 -10%
VF
4
Virtu Financial
New York
$4.52M +$99.3K +1,214 +2%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.32M -$31.1K -380 -1%
AI
6
Atria Investments
North Carolina
$2.27M +$411K +5,018 +24%
WA
7
WFG Advisors
Texas
$1.57M -$37.5K -458 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.53M +$1.43M +17,472 +17,829%
Morgan Stanley
9
Morgan Stanley
New York
$715K -$162K -1,975 -19%
WAM
10
Wolverine Asset Management
Illinois
$571K +$537K +6,560 New
LPL Financial
11
LPL Financial
California
$470K -$104K -1,270 -19%
Bank of America
12
Bank of America
North Carolina
$341K +$254K +3,109 +389%
Wells Fargo
13
Wells Fargo
California
$161K -$82 -1 -0.1%
US Bancorp
14
US Bancorp
Minnesota
$112K
U
15
UBS
Switzerland
$107K +$100K +1,224 New
TRCT
16
Tower Research Capital (TRC)
New York
$65K +$61.5K +752 New
Citigroup
17
Citigroup
New York
$47K -$6.71K -82 -13%
Creative Planning
18
Creative Planning
Kansas
$18K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$17K
AC
20
Alexandria Capital
Virginia
$12K
WA
21
WealthTrust-Arizona
Arizona
$8K
S
22
SignatureFD
Georgia
$7K
AIG
23
American International Group
New York
$6.97K -$19.6K -240 -75%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.15K +14 New
JP Morgan Chase
25
JP Morgan Chase
New York
-$780K -10,303 Closed

DIG Hedge Fund Activity: Q4 2013 in Review

24 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Energy (DIG) for Q4 2013, worth a combined $44.1M — down 6.8% from $47.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DIG and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 4 added.

The largest buyer was Envestnet Asset Management, adding an estimated $1.43M. The largest seller was Deutsche Bank, cutting an estimated $9.82M.

  • 24 institutional investors held ProShares Ultra Energy (DIG) as of Q4 2013, down from 25 in Q3 2013.
  • Funds reported $44.1M of ProShares Ultra Energy stock for Q4 2013, down 6.8% quarter-over-quarter.
  • 4 funds opened new ProShares Ultra Energy positions in Q4 2013 and 5 closed out, a net change of -1 holder.
  • The largest ProShares Ultra Energy buyer in Q4 2013 was Envestnet Asset Management, an estimated $1.43M added.
  • The largest ProShares Ultra Energy seller in Q4 2013 was Deutsche Bank, an estimated $9.82M sold.

Based on aggregated 13F filings for Q4 2013.