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DOG

ProShares Short Dow30

34 hedge funds and large institutions have $86M invested in ProShares Short Dow30 in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

14% more capital invested

Capital invested by funds: $75.3M → $86M (+$10.8M)

13% more funds holding

Funds holding: 3034 (+4)

0.27% more ownership

Funds ownership: 7.33%7.6% (+0.27%)

8% less call options, than puts

Call options by funds: $549K | Put options by funds: $596K

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
11
Reduced
7
Closed
5
Calls
$549K
Puts
$596K
Net Calls
-$47K
Net Calls Change
+$400K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27.5M +$4.65M +43,668 +20%
Wells Fargo
2
Wells Fargo
California
$20M +$1.1M +10,296 +6%
BCI
3
Brinker Capital Investments
Pennsylvania
$7.76M +$1.94M +18,250 +32%
LG
4
Leuthold Group
Minnesota
$6.63M +$161K +1,517 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.87M -$907K -8,526 -19%
IPC
6
Independent Portfolio Consultants
Florida
$3.77M +$3.86M +36,269 New
SGAM
7
Steinberg Global Asset Management
Florida
$2.84M -$1.36M -12,810 -32%
U
8
UBS
Switzerland
$2.76M +$1.86M +17,441 +192%
LPL Financial
9
LPL Financial
California
$2.01M +$698K +6,564 +51%
DAS
10
Dynamic Advisor Solutions
Arizona
$1.44M +$1.47M +13,849 New
TRCT
11
Tower Research Capital (TRC)
New York
$1.27M +$226K +2,126 +21%
Citadel Advisors
12
Citadel Advisors
Florida
$928K +$949K +8,923 New
EP
13
Elkhorn Partners
Nebraska
$892K
VF
14
Virtu Financial
New York
$791K -$1.61M -15,176 -67%
AIG
15
American International Group
New York
$690K -$89.9K -845 -11%
JP Morgan Chase
16
JP Morgan Chase
New York
$625K +$640K +6,010 New
BRWA
17
B. Riley Wealth Advisors
Florida
$333K -$70.5K -663 -17%
SCM
18
Southport Capital Management
Tennessee
$310K +$39.9K +375 +14%
OC
19
Oppenheimer & Co
New York
$294K +$29.3K +275 +11%
PAS
20
Partnervest Advisory Services
California
$234K +$226K +2,125 +1,700%
Bank of America
21
Bank of America
North Carolina
$223K -$40.2K -378 -15%
DSC
22
Duncker Streett & Co
Missouri
$211K +$215K +2,025 New
JWA
23
JFS Wealth Advisors
Pennsylvania
$208K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$133K
PCM
25
Prelude Capital Management
New York
$79K +$80.6K +757 New

DOG Hedge Fund Activity: Q1 2014 in Review

34 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in ProShares Short Dow30 (DOG) for Q1 2014, worth a combined $86M — up 14% from $75.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DOG positions and 5 closed out — a net gain of 4 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.65M. The largest seller was Virtu Financial, cutting an estimated $1.61M.

  • 34 institutional investors held ProShares Short Dow30 (DOG) as of Q1 2014, up from 30 in Q4 2013.
  • Funds reported $86M of ProShares Short Dow30 stock for Q1 2014, up 14% quarter-over-quarter.
  • 9 funds opened new ProShares Short Dow30 positions in Q1 2014 and 5 closed out, a net change of +4 holders.
  • The largest ProShares Short Dow30 buyer in Q1 2014 was Morgan Stanley, an estimated $4.65M added.
  • The largest ProShares Short Dow30 seller in Q1 2014 was Virtu Financial, an estimated $1.61M sold.

Based on aggregated 13F filings for Q1 2014.