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ProShares Ultra Energy

36 hedge funds and large institutions have $16.4M invested in ProShares Ultra Energy in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

17% more capital invested

Capital invested by funds: $14M → $16.4M (+$2.37M)

9% more funds holding

Funds holding: 3336 (+3)

1.64% more ownership

Funds ownership: 6.85%8.48% (+1.6%)

4% less call options, than puts

Call options by funds: $4.88M | Put options by funds: $5.07M

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
12
Closed
4
Calls
$4.88M
Puts
$5.07M
Net Calls
-$196K
Net Calls Change
-$698K
Name Holding Trade Value Shares
Change
Change in
Stake
VF
1
Virtu Financial
New York
$3.38M +$1.07M +23,419 +50%
RIA
2
RPG Investment Advisory
California
$2.73M -$318K -6,920 -11%
Jane Street
3
Jane Street
New York
$2.19M +$631K +13,752 +43%
TRCT
4
Tower Research Capital (TRC)
New York
$1.62M +$1.54M +33,652 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.11M -$85.5K -1,862 -7%
LPL Financial
6
LPL Financial
California
$795K -$61.1K -1,332 -7%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$765K -$13.9K -303 -2%
Citadel Advisors
8
Citadel Advisors
Florida
$680K +$649K +14,142 New
SG Americas Securities
9
SG Americas Securities
New York
$404K +$386K +8,413 New
UCFA
10
United Capital Financial Advisors
Texas
$323K -$5.51K -120 -2%
UBS Group
11
UBS Group
Switzerland
$285K +$156K +3,391 +134%
Morgan Stanley
12
Morgan Stanley
New York
$283K +$124K +2,711 +85%
VKH
13
Virtu KCG Holdings
New York
$262K +$250K +5,442 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$250K -$1.28M -27,790 -84%
Goldman Sachs
15
Goldman Sachs
New York
$222K -$92 -2 -0%
Millennium Management
16
Millennium Management
New York
$212K +$203K +4,418 New
CF
17
CenterStar Fund
Illinois
$191K
CG
18
Cutler Group
California
$163K +$76.9K +1,675 +97%
Bank of America
19
Bank of America
North Carolina
$124K -$7.34K -160 -6%
IF
20
Ironwood Financial
Arizona
$94K -$2.2K -48 -2%
RPG
21
Risk Paradigm Group
Texas
$72.2K -$12.8K -278 -16%
BlackRock
22
BlackRock
New York
$39K
Walleye Trading
23
Walleye Trading
New York
$36K +$34.4K +750 New
US Bancorp
24
US Bancorp
Minnesota
$31K
Creative Planning
25
Creative Planning
Kansas
$24K +$13.3K +289 +131%

DIG Hedge Fund Activity: Q3 2016 in Review

36 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Energy (DIG) for Q3 2016, worth a combined $16.4M — up 17% from $14M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DIG positions and 4 closed out — a net gain of 3 holders — while 7 added to existing stakes and 12 trimmed.

The largest buyer was Tower Research Capital (TRC), opening a new position worth an estimated $1.54M. The largest seller was Susquehanna International Group, cutting an estimated $1.28M.

  • 36 institutional investors held ProShares Ultra Energy (DIG) as of Q3 2016, up from 33 in Q2 2016.
  • Funds reported $16.4M of ProShares Ultra Energy stock for Q3 2016, up 17% quarter-over-quarter.
  • 7 funds opened new ProShares Ultra Energy positions in Q3 2016 and 4 closed out, a net change of +3 holders.
  • The largest ProShares Ultra Energy buyer in Q3 2016 was Tower Research Capital (TRC), an estimated $1.54M added.
  • The largest ProShares Ultra Energy seller in Q3 2016 was Susquehanna International Group, an estimated $1.28M sold.

Based on aggregated 13F filings for Q3 2016.