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ProShares Ultra Energy

26 hedge funds and large institutions have $5.95M invested in ProShares Ultra Energy in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less call options, than puts

Call options by funds: $1.72M | Put options by funds: $1.81M

3.46% less ownership

Funds ownership: 9.49%6.03% (-3.5%)

10% less funds holding

Funds holding: 2926 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

54% less capital invested

Capital invested by funds: $13M → $5.95M (-$7.08M)

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
3
Reduced
8
Closed
10
Calls
$1.72M
Puts
$1.81M
Net Calls
-$96K
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1
RPG Investment Advisory
California
$1.23M -$83.7K -2,013 -5%
TRCT
2
Tower Research Capital (TRC)
New York
$999K -$138K -3,320 -9%
Citadel Advisors
3
Citadel Advisors
Florida
$853K +$1.22M +29,257 New
Deutsche Bank
4
Deutsche Bank
Germany
$583K
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$541K +$57.3K +1,378 +8%
FNC
6
First National Corp
Massachusetts
$528K +$752K +18,098 New
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$315K -$26.9K -647 -6%
VF
8
Virtu Financial
New York
$265K -$87.6K -2,108 -19%
CG
9
Cutler Group
California
$151K +$216K +5,191 New
Morgan Stanley
10
Morgan Stanley
New York
$140K +$54.7K +1,315 +37%
UBS Group
11
UBS Group
Switzerland
$71K -$8.65K -208 -8%
Simplex Trading
12
Simplex Trading
Illinois
$42K +$60.7K +1,460 New
IF
13
Ironwood Financial
Arizona
$38K
William Blair & Company
14
William Blair & Company
Illinois
$35K
RPG
15
Risk Paradigm Group
Texas
$34.2K +$5.65K +136 +13%
ST
16
Smithfield Trust
Pennsylvania
$33K
AG
17
Advisor Group
Arizona
$24K -$12.3K -297 -26%
AAP
18
Arax Advisory Partners
Colorado
$24K -$4.99K -120 -13%
CCMW
19
Cypress Capital Management (Wyoming)
Wyoming
$11K
Barclays
20
Barclays
United Kingdom
$9K +$13.1K +314 New
JP Morgan Chase
21
JP Morgan Chase
New York
$8K +$11.3K +273 New
Bank of America
22
Bank of America
North Carolina
$5K
APA
23
American Portfolios Advisors
New York
$4.67K
PFC
24
Phocas Financial Corp
California
$2K
TFA
25
Toth Financial Advisory
Virginia
$2K

DIG Hedge Fund Activity: Q4 2018 in Review

26 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Energy (DIG) for Q4 2018, worth a combined $5.95M — down 54% from $13M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DIG and 7 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 3 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.22M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.23M sold.

  • 26 institutional investors held ProShares Ultra Energy (DIG) as of Q4 2018, down from 29 in Q3 2018.
  • Funds reported $5.95M of ProShares Ultra Energy stock for Q4 2018, down 54% quarter-over-quarter.
  • 7 funds opened new ProShares Ultra Energy positions in Q4 2018 and 10 closed out, a net change of -3 holders.
  • The largest ProShares Ultra Energy buyer in Q4 2018 was Citadel Advisors, an estimated $1.22M added.
  • The largest ProShares Ultra Energy seller in Q4 2018 was Susquehanna International Group, an estimated $1.23M sold.

Based on aggregated 13F filings for Q4 2018.