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ProShares Ultra Energy

32 hedge funds and large institutions have $8.14M invested in ProShares Ultra Energy in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

248% more capital invested

Capital invested by funds: $2.34M → $8.14M (+$5.8M)

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

39% more funds holding

Funds holding: 2332 (+9)

3.7% more ownership

Funds ownership: 1.57%5.27% (+3.7%)

8% less call options, than puts

Call options by funds: $12M | Put options by funds: $13.1M

Holders
32
Holders Change
+9
Holders Change %
+39.13%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
7
Reduced
4
Closed
3
Calls
$12M
Puts
$13.1M
Net Calls
-$1.05M
Net Calls Change
+$773K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1
RPG Investment Advisory
California
$2.27M +$2.72M +60,658 New
LPL Financial
2
LPL Financial
California
$1.6M +$1.02M +22,851 +116%
Morgan Stanley
3
Morgan Stanley
New York
$1.58M +$1.7M +37,860 +871%
Jane Street
4
Jane Street
New York
$971K +$1.16M +25,960 New
VKH
5
Virtu KCG Holdings
New York
$330K +$396K +8,827 New
TH
6
Timber Hill
Connecticut
$281K -$154K -3,443 -31%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$277K -$89.1K -1,986 -21%
UCFA
8
United Capital Financial Advisors
Texas
$263K +$316K +7,038 New
Citadel Advisors
9
Citadel Advisors
Florida
$162K +$165K +3,678 +566%
Simplex Trading
10
Simplex Trading
Illinois
$119K +$143K +3,188 New
WA
11
WFG Advisors
Texas
$42K +$27.7K +617 +119%
US Bancorp
12
US Bancorp
Minnesota
$39K -$3.59K -80 -7%
BlackRock
13
BlackRock
New York
$31K +$36.9K +822 New
Creative Planning
14
Creative Planning
Kansas
$29K +$26.1K +581 +291%
AIG
15
American International Group
New York
$29K +$33.4K +745 +3,725%
ACM
16
Argentus Capital Management
Texas
$15K -$5.02K -112 -22%
UBS Group
17
UBS Group
Switzerland
$14K +$17.1K +382 New
NFG
18
Next Financial Group
Texas
$13K
VCAM
19
Valentine Capital Asset Management
California
$10K +$13.1K +292 New
SSB
20
Sandy Spring Bank
Maryland
$9K
AWMS
21
Advocacy Wealth Management Services
Georgia
$9K +$10.8K +240 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$8K
TRCT
23
Tower Research Capital (TRC)
New York
$7K +$8.97K +200 New
MFS
24
MSI Financial Services
Massachusetts
$6K +$7.18K +160 New
CLOS
25
Compagnie Lombard Odier SCmA
Switzerland
$4K

DIG Hedge Fund Activity: Q4 2015 in Review

32 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Energy (DIG) for Q4 2015, worth a combined $8.14M — up 248% from $2.34M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DIG positions and 3 closed out — a net gain of 10 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.7M. The largest seller was Goldman Sachs, exiting entirely with an estimated $241K sold.

  • 32 institutional investors held ProShares Ultra Energy (DIG) as of Q4 2015, up from 23 in Q3 2015.
  • Funds reported $8.14M of ProShares Ultra Energy stock for Q4 2015, up 248% quarter-over-quarter.
  • 13 funds opened new ProShares Ultra Energy positions in Q4 2015 and 3 closed out, a net change of +10 holders.
  • The largest ProShares Ultra Energy buyer in Q4 2015 was Morgan Stanley, an estimated $1.7M added.
  • The largest ProShares Ultra Energy seller in Q4 2015 was Goldman Sachs, an estimated $241K sold.

Based on aggregated 13F filings for Q4 2015.