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ProShares Ultra Energy

23 hedge funds and large institutions have $2.34M invested in ProShares Ultra Energy in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.18% less ownership

Funds ownership: 6.76%1.57% (-5.2%)

11% less call options, than puts

Call options by funds: $14.1M | Put options by funds: $16M

18% less funds holding

Funds holding: 2823 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

82% less capital invested

Capital invested by funds: $13.2M → $2.34M (-$10.9M)

Holders
23
Holders Change
-5
Holders Change %
-17.86%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
7
Closed
9
Calls
$14.1M
Puts
$16M
Net Calls
-$1.83M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$881K +$25.7K +539 +3%
TH
2
Timber Hill
Connecticut
$427K +$521K +10,957 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$366K -$1.03M -21,589 -70%
Goldman Sachs
4
Goldman Sachs
New York
$241K -$409K -8,598 -58%
Morgan Stanley
5
Morgan Stanley
New York
$170K +$70.1K +1,473 +51%
IF
6
Ironwood Financial
Arizona
$48K +$2.95K +62 +5%
US Bancorp
7
US Bancorp
Minnesota
$44K
Bank of America
8
Bank of America
North Carolina
$31K +$38.4K +807 New
Citadel Advisors
9
Citadel Advisors
Florida
$25K -$276K -5,800 -90%
WA
10
WFG Advisors
Texas
$20K -$857K -18,010 -97%
ACM
11
Argentus Capital Management
Texas
$20K +$24K +504 New
NFG
12
Next Financial Group
Texas
$13K
SSB
13
Sandy Spring Bank
Maryland
$10K
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$8K -$1.09M -22,963 -99%
Creative Planning
15
Creative Planning
Kansas
$8K +$9.52K +200 New
AC
16
Alexandria Capital
Virginia
$5K
CLOS
17
Compagnie Lombard Odier SCmA
Switzerland
$5K
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$4K
Wells Fargo
19
Wells Fargo
California
$4K
S
20
SignatureFD
Georgia
$3K
Barclays
21
Barclays
United Kingdom
$2K -$125K -2,619 -98%
AIG
22
American International Group
New York
$1K -$4.76K -100 -83%
VCAM
23
Valentine Capital Asset Management
California
-$2.75M -45,667 Closed
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
-$2.14M -35,638 Closed
RPG
25
Risk Paradigm Group
Texas
-$409K -6,796 Closed

DIG Hedge Fund Activity: Q3 2015 in Review

23 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Energy (DIG) for Q3 2015, worth a combined $2.34M — down 82% from $13.2M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DIG and 4 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 3 added.

The largest buyer was Timber Hill, opening a new position worth an estimated $521K. The largest seller was Valentine Capital Asset Management, exiting entirely with an estimated $2.75M sold.

  • 23 institutional investors held ProShares Ultra Energy (DIG) as of Q3 2015, down from 28 in Q2 2015.
  • Funds reported $2.34M of ProShares Ultra Energy stock for Q3 2015, down 82% quarter-over-quarter.
  • 4 funds opened new ProShares Ultra Energy positions in Q3 2015 and 9 closed out, a net change of -5 holders.
  • The largest ProShares Ultra Energy buyer in Q3 2015 was Timber Hill, an estimated $521K added.
  • The largest ProShares Ultra Energy seller in Q3 2015 was Valentine Capital Asset Management, an estimated $2.75M sold.

Based on aggregated 13F filings for Q3 2015.