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DOG

ProShares Short Dow30

30 hedge funds and large institutions have $87.3M invested in ProShares Short Dow30 in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

511% more call options, than puts

Call options by funds: $1.89M | Put options by funds: $309K

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

27% more capital invested

Capital invested by funds: $68.5M → $87.3M (+$18.8M)

0.91% more ownership

Funds ownership: 7.76%8.67% (+0.91%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 3230 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
14
Reduced
5
Closed
5
Calls
$1.89M
Puts
$309K
Net Calls
+$1.58M
Net Calls Change
+$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$17.7M +$3.94M +43,499 +29%
Morgan Stanley
2
Morgan Stanley
New York
$17.2M +$5.32M +58,695 +46%
BCI
3
Brinker Capital Investments
Pennsylvania
$17M +$2.11M +23,262 +14%
DAS
4
Dynamic Advisor Solutions
Arizona
$8.75M +$374K +4,124 +5%
UBS Group
5
UBS Group
Switzerland
$5.88M +$5.06M +55,771 +699%
JWS
6
Juncture Wealth Strategies
Arizona
$4.63M +$61.8K +682 +1%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$2.55M +$2.51M +27,667 New
PAS
8
Partnervest Advisory Services
California
$1.5M +$1.48M +16,275 New
William Blair & Company
9
William Blair & Company
Illinois
$1.31M +$1.29M +14,270 New
TRCT
10
Tower Research Capital (TRC)
New York
$1.25M +$1.08M +11,907 +740%
HW
11
Hedeker Wealth
Illinois
$1.12M
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.11M +$845K +9,316 +344%
LPL Financial
13
LPL Financial
California
$920K -$61K -673 -6%
JP Morgan Chase
14
JP Morgan Chase
New York
$810K +$108K +1,196 +16%
EP
15
Elkhorn Partners
Nebraska
$791K
MIM
16
Macroview Investment Management
Maryland
$787K +$462K +5,100 +149%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$756K -$944K -10,408 -56%
DADC
18
D.A. Davidson & Co
Montana
$672K +$13.4K +148 +2%
VF
19
Virtu Financial
New York
$534K -$445K -4,903 -46%
SCM
20
Southport Capital Management
Tennessee
$513K +$286K +3,150 +131%
Citadel Advisors
21
Citadel Advisors
Florida
$300K -$256K -2,821 -46%
Northern Trust
22
Northern Trust
Illinois
$277K
OC
23
Oppenheimer & Co
New York
$237K -$2.45K -27 -1%
AIM
24
Advantage Investment Management
Iowa
$214K +$211K +2,322 New
HCM
25
Hilton Capital Management
New York
$207K

DOG Hedge Fund Activity: Q2 2015 in Review

30 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in ProShares Short Dow30 (DOG) for Q2 2015, worth a combined $87.3M — up 27% from $68.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DOG and 4 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 14 added.

The largest buyer was Morgan Stanley, adding an estimated $5.32M. The largest seller was Royal Bank of Canada, cutting an estimated $944K.

  • 30 institutional investors held ProShares Short Dow30 (DOG) as of Q2 2015, down from 32 in Q1 2015.
  • Funds reported $87.3M of ProShares Short Dow30 stock for Q2 2015, up 27% quarter-over-quarter.
  • 4 funds opened new ProShares Short Dow30 positions in Q2 2015 and 5 closed out, a net change of -1 holder.
  • The largest ProShares Short Dow30 buyer in Q2 2015 was Morgan Stanley, an estimated $5.32M added.
  • The largest ProShares Short Dow30 seller in Q2 2015 was Royal Bank of Canada, an estimated $944K sold.

Based on aggregated 13F filings for Q2 2015.