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ProShares Ultra Energy

25 hedge funds and large institutions have $8.83M invested in ProShares Ultra Energy in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $3.89M | Put options by funds: $2.98M

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

4% more funds holding

Funds holding: 2425 (+1)

1% more capital invested

Capital invested by funds: $8.71M → $8.83M (+$114K)

0.41% more ownership

Funds ownership: 4.71%5.12% (+0.41%)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
9
Closed
6
Calls
$3.89M
Puts
$2.98M
Net Calls
+$908K
Net Calls Change
-$295K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1
RPG Investment Advisory
California
$2.65M -$115K -2,584 -5%
VF
2
Virtu Financial
New York
$1.69M +$898K +20,093 +142%
TRCT
3
Tower Research Capital (TRC)
New York
$1.53M -$265K -5,922 -16%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.2M -$15.5K -346 -1%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$634K -$372K -8,315 -39%
Citadel Advisors
6
Citadel Advisors
Florida
$320K -$774K -17,321 -73%
SKK
7
Shepherd Kaplan Krochuk
Massachusetts
$229K +$206K +4,617 New
Barclays
8
Barclays
United Kingdom
$123K +$6.61K +148 +6%
CG
9
Cutler Group
California
$95K +$80.8K +1,809 +1,630%
Simplex Trading
10
Simplex Trading
Illinois
$73K +$66.4K +1,486 New
IF
11
Ironwood Financial
Arizona
$64K -$8.94K -200 -13%
ST
12
Smithfield Trust
Pennsylvania
$55K
Citigroup
13
Citigroup
New York
$54K +$49.1K +1,099 New
Bank of America
14
Bank of America
North Carolina
$24K +$14.7K +330 +206%
RPG
15
Risk Paradigm Group
Texas
$23.8K
Morgan Stanley
16
Morgan Stanley
New York
$21K -$318K -7,108 -94%
UBS Group
17
UBS Group
Switzerland
$20K -$92.1K -2,062 -83%
AG
18
Advisor Group
Arizona
$14K
APA
19
American Portfolios Advisors
New York
$7.92K +$7.15K +160 New
TFA
20
Toth Financial Advisory
Virginia
$3K +$2.41K +54 New
ASN
21
Advisory Services Network
Georgia
$1K
CPP
22
Crow Point Partners
Massachusetts
-$131K -2,982 Closed
US Bancorp
23
US Bancorp
Minnesota
-$28K -640 Closed
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
-$18.3K -410 -100%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
-$7K -160 Closed

DIG Hedge Fund Activity: Q4 2017 in Review

25 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Energy (DIG) for Q4 2017, worth a combined $8.83M — up 1.3% from $8.71M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DIG positions and 6 closed out — a net gain of 1 holder — while 4 added to existing stakes and 9 trimmed.

The largest buyer was Virtu Financial, adding an estimated $898K. The largest seller was Citadel Advisors, cutting an estimated $774K.

  • 25 institutional investors held ProShares Ultra Energy (DIG) as of Q4 2017, up from 24 in Q3 2017.
  • Funds reported $8.83M of ProShares Ultra Energy stock for Q4 2017, up 1.3% quarter-over-quarter.
  • 7 funds opened new ProShares Ultra Energy positions in Q4 2017 and 6 closed out, a net change of +1 holder.
  • The largest ProShares Ultra Energy buyer in Q4 2017 was Virtu Financial, an estimated $898K added.
  • The largest ProShares Ultra Energy seller in Q4 2017 was Citadel Advisors, an estimated $774K sold.

Based on aggregated 13F filings for Q4 2017.