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ProShares Ultra Energy

28 hedge funds and large institutions have $13.2M invested in ProShares Ultra Energy in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.06% less ownership

Funds ownership: 8.81%6.76% (-2.1%)

15% less funds holding

Funds holding: 3328 (-5)

30% less capital invested

Capital invested by funds: $18.8M → $13.2M (-$5.59M)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

83% less call options, than puts

Call options by funds: $3.23M | Put options by funds: $18.8M

Holders
28
Holders Change
-5
Holders Change %
-15.15%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
9
Closed
8
Calls
$3.23M
Puts
$18.8M
Net Calls
-$15.6M
Net Calls Change
-$404K
Name Holding Trade Value Shares
Change
Change in
Stake
VCAM
1
Valentine Capital Asset Management
California
$2.75M -$2.74M -40,964 -47%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.14M -$469K -7,024 -16%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.86M +$2.07M +30,988 New
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.39M -$409K -6,117 -21%
WA
5
WFG Advisors
Texas
$1.11M +$292K +4,365 +31%
LPL Financial
6
LPL Financial
California
$1.09M -$78.9K -1,180 -6%
Goldman Sachs
7
Goldman Sachs
New York
$889K +$1.6K +24 +0.2%
RPG
8
Risk Paradigm Group
Texas
$409K +$446K +6,670 +5,294%
Citadel Advisors
9
Citadel Advisors
Florida
$388K +$279K +4,168 +183%
CA
10
Corrado Advisors
New Jersey
$342K -$22.5K -336 -6%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$209K +$232K +3,478 New
Morgan Stanley
12
Morgan Stanley
New York
$172K +$90.4K +1,353 +89%
Barclays
13
Barclays
United Kingdom
$160K -$157K -2,356 -47%
IF
14
Ironwood Financial
Arizona
$71K
US Bancorp
15
US Bancorp
Minnesota
$67K
Simplex Trading
16
Simplex Trading
Illinois
$65K -$111K -1,656 -60%
Walleye Trading
17
Walleye Trading
New York
$34K +$37.4K +559 +27,950%
NFG
18
Next Financial Group
Texas
$20K
SSB
19
Sandy Spring Bank
Maryland
$15K +$16.6K +248 New
TFA
20
Transamerica Financial Advisors
Florida
$9K
AIG
21
American International Group
New York
$7.21K -$2.67K -40 -25%
AC
22
Alexandria Capital
Virginia
$7K -$1.2K -18 -13%
CLOS
23
Compagnie Lombard Odier SCmA
Switzerland
$7K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$6K
Wells Fargo
25
Wells Fargo
California
$6K

DIG Hedge Fund Activity: Q2 2015 in Review

28 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Energy (DIG) for Q2 2015, worth a combined $13.2M — down 30% from $18.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DIG and 3 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 6 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.07M. The largest seller was Valentine Capital Asset Management, cutting an estimated $2.74M.

  • 28 institutional investors held ProShares Ultra Energy (DIG) as of Q2 2015, down from 33 in Q1 2015.
  • Funds reported $13.2M of ProShares Ultra Energy stock for Q2 2015, down 30% quarter-over-quarter.
  • 3 funds opened new ProShares Ultra Energy positions in Q2 2015 and 8 closed out, a net change of -5 holders.
  • The largest ProShares Ultra Energy buyer in Q2 2015 was Susquehanna International Group, an estimated $2.07M added.
  • The largest ProShares Ultra Energy seller in Q2 2015 was Valentine Capital Asset Management, an estimated $2.74M sold.

Based on aggregated 13F filings for Q2 2015.