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ProShares Ultra Energy

32 hedge funds and large institutions have $13.2M invested in ProShares Ultra Energy in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $6.26M | Put options by funds: $2.95M

2.53% less ownership

Funds ownership: 8.48%5.96% (-2.5%)

11% less funds holding

Funds holding: 3632 (-4)

20% less capital invested

Capital invested by funds: $16.4M → $13.2M (-$3.21M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

75% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 12

Holders
32
Holders Change
-4
Holders Change %
-11.11%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
3
Reduced
12
Closed
11
Calls
$6.26M
Puts
$2.95M
Net Calls
+$3.32M
Net Calls Change
+$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1
RPG Investment Advisory
California
$3.01M -$74.3K -1,485 -3%
TRCT
2
Tower Research Capital (TRC)
New York
$2.21M +$344K +6,873 +20%
ACM
3
Avalon Capital Management
California
$1.67M +$1.53M +30,539 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.09M +$739K +14,754 +283%
LPL Financial
5
LPL Financial
California
$894K -$44.7K -892 -5%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$817K -$48.2K -963 -6%
VF
7
Virtu Financial
New York
$724K -$2.85M -56,974 -81%
TH
8
Timber Hill
Connecticut
$591K +$542K +10,834 New
VEA
9
Virtus ETF Advisers
New York
$510K +$469K +9,363 New
FIM
10
Freedom Investment Management
Connecticut
$259K +$238K +4,760 New
Goldman Sachs
11
Goldman Sachs
New York
$252K
Citadel Advisors
12
Citadel Advisors
Florida
$216K -$510K -10,188 -72%
Bank of America
13
Bank of America
North Carolina
$215K +$67.8K +1,354 +52%
UBS Group
14
UBS Group
Switzerland
$132K -$176K -3,506 -59%
Morgan Stanley
15
Morgan Stanley
New York
$112K -$191K -3,821 -65%
IF
16
Ironwood Financial
Arizona
$101K -$5.86K -117 -6%
RPG
17
Risk Paradigm Group
Texas
$81.9K
CF
18
CenterStar Fund
Illinois
$62K
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54K +$49.6K +990 New
IP
20
Intellectus Partners
California
$44K +$40.1K +800 New
US Bancorp
21
US Bancorp
Minnesota
$35K
FANJ
22
Financial Architects (New Jersey)
New Jersey
$22K
Creative Planning
23
Creative Planning
Kansas
$20K -$7.36K -147 -29%
AG
24
Advisor Group
Arizona
$15K -$2.45K -49 -15%
MFS
25
MSI Financial Services
Massachusetts
$9K

DIG Hedge Fund Activity: Q4 2016 in Review

32 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Energy (DIG) for Q4 2016, worth a combined $13.2M — down 20% from $16.4M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of DIG and 7 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 3 added.

The largest buyer was Avalon Capital Management, opening a new position worth an estimated $1.53M. The largest seller was Virtu Financial, cutting an estimated $2.85M.

  • 32 institutional investors held ProShares Ultra Energy (DIG) as of Q4 2016, down from 36 in Q3 2016.
  • Funds reported $13.2M of ProShares Ultra Energy stock for Q4 2016, down 20% quarter-over-quarter.
  • 7 funds opened new ProShares Ultra Energy positions in Q4 2016 and 11 closed out, a net change of -4 holders.
  • The largest ProShares Ultra Energy buyer in Q4 2016 was Avalon Capital Management, an estimated $1.53M added.
  • The largest ProShares Ultra Energy seller in Q4 2016 was Virtu Financial, an estimated $2.85M sold.

Based on aggregated 13F filings for Q4 2016.