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ProShares Ultra Energy

33 hedge funds and large institutions have $18.8M invested in ProShares Ultra Energy in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

3% more funds holding

Funds holding: 3233 (+1)

4.6% less ownership

Funds ownership: 13.42%8.81% (-4.6%)

24% less capital invested

Capital invested by funds: $24.7M → $18.8M (-$5.83M)

69% less call options, than puts

Call options by funds: $6.7M | Put options by funds: $21.8M

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
8
Closed
8
Calls
$6.7M
Puts
$21.8M
Net Calls
-$15.1M
Net Calls Change
-$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
VCAM
1
Valentine Capital Asset Management
California
$5.49M -$1.18M -18,404 -18%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.7M +$2.06M +32,267 +310%
TRCT
3
Tower Research Capital (TRC)
New York
$2.65M +$2.67M +41,812 New
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.85M +$646K +10,102 +53%
LPL Financial
5
LPL Financial
California
$1.29M +$784K +12,255 +153%
Goldman Sachs
6
Goldman Sachs
New York
$934K -$5.88K -92 -0.6%
WA
7
WFG Advisors
Texas
$897K +$88.1K +1,377 +11%
VF
8
Virtu Financial
New York
$588K +$594K +9,286 New
CA
9
Corrado Advisors
New Jersey
$382K +$107K +1,676 +39%
Barclays
10
Barclays
United Kingdom
$314K +$68.2K +1,066 +27%
VKH
11
Virtu KCG Holdings
New York
$274K +$277K +4,333 New
TH
12
Timber Hill
Connecticut
$272K -$7.42K -116 -3%
QC
13
QCM Cayman
Texas
$261K -$8.38K -131 -3%
Jane Street
14
Jane Street
New York
$258K +$261K +4,075 New
Simplex Trading
15
Simplex Trading
Illinois
$174K +$148K +2,307 +522%
Citadel Advisors
16
Citadel Advisors
Florida
$145K +$17.8K +278 +14%
Morgan Stanley
17
Morgan Stanley
New York
$96K -$160K -2,506 -62%
IF
18
Ironwood Financial
Arizona
$74K +$69.7K +1,089 +1,296%
US Bancorp
19
US Bancorp
Minnesota
$71K
NFG
20
Next Financial Group
Texas
$22K
Creative Planning
21
Creative Planning
Kansas
$13K -$512 -8 -4%
LWA
22
Lenox Wealth Advisors
New York
$12K +$12.2K +190 New
AIG
23
American International Group
New York
$10.1K +$7.67K +120 +300%
AC
24
Alexandria Capital
Virginia
$9K
TFA
25
Transamerica Financial Advisors
Florida
$9K +$8.95K +140 New

DIG Hedge Fund Activity: Q1 2015 in Review

33 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Energy (DIG) for Q1 2015, worth a combined $18.8M — down 24% from $24.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DIG positions and 8 closed out — a net gain of 1 holder — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Tower Research Capital (TRC), opening a new position worth an estimated $2.67M. The largest seller was Deutsche Bank, exiting entirely with an estimated $6.75M sold.

  • 33 institutional investors held ProShares Ultra Energy (DIG) as of Q1 2015, up from 32 in Q4 2014.
  • Funds reported $18.8M of ProShares Ultra Energy stock for Q1 2015, down 24% quarter-over-quarter.
  • 9 funds opened new ProShares Ultra Energy positions in Q1 2015 and 8 closed out, a net change of +1 holder.
  • The largest ProShares Ultra Energy buyer in Q1 2015 was Tower Research Capital (TRC), an estimated $2.67M added.
  • The largest ProShares Ultra Energy seller in Q1 2015 was Deutsche Bank, an estimated $6.75M sold.

Based on aggregated 13F filings for Q1 2015.