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DOG

ProShares Short Dow30

39 hedge funds and large institutions have $111M invested in ProShares Short Dow30 in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.62% less ownership

Funds ownership: 11.62%8% (-3.6%)

5% less funds holding

Funds holding: 4139 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

40% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 15

47% less capital invested

Capital invested by funds: $210M → $111M (-$98.8M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $538K

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
1.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
8
Increased
9
Reduced
15
Closed
9
Calls
Puts
$538K
Net Calls
-$538K
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brinker Capital
Pennsylvania
$32.5M -$5.15M -56,817 -14%
ACM
2
Arlington Capital Management
Illinois
$19.1M -$32.2K -355 -0.2%
DAS
3
Dynamic Advisor Solutions
Arizona
$16.5M +$2.99M +32,940 +22%
Morgan Stanley
4
Morgan Stanley
New York
$11.1M -$8M -88,169 -42%
Wells Fargo
5
Wells Fargo
California
$7.5M -$34.7M -382,451 -82%
UBS Group
6
UBS Group
Switzerland
$6.73M -$13.4M -147,417 -66%
JWS
7
Juncture Wealth Strategies
Arizona
$5.59M +$597K +6,584 +12%
LPL Financial
8
LPL Financial
California
$2.48M +$1.13M +12,414 +85%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$2.25M +$2.26M +24,873 New
AIM
10
Advantage Investment Management
Iowa
$1.53M +$1.39M +15,321 +959%
VF
11
Virtu Financial
New York
$832K +$835K +9,203 New
EP
12
Elkhorn Partners
Nebraska
$775K
DADC
13
D.A. Davidson & Co
Montana
$603K -$17.4K -192 -3%
Citadel Advisors
14
Citadel Advisors
Florida
$443K +$270K +2,978 +155%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$426K +$227K +2,499 +113%
VKH
16
Virtu KCG Holdings
New York
$387K +$389K +4,287 New
SPC
17
Sigma Planning Corp
Michigan
$309K -$51K -562 -14%
PAS
18
Partnervest Advisory Services
California
$271K -$45.4K -500 -14%
NCM
19
Niemann Capital Management
Nevada
$257K -$86.6K -955 -25%
BCI
20
Brinker Capital Investments
Pennsylvania
$255K -$10.6M -116,647 -98%
RJA
21
Raymond James & Associates
Florida
$234K -$2.3M -25,398 -91%
HCM
22
Hilton Capital Management
New York
$203K
JP Morgan Chase
23
JP Morgan Chase
New York
$168K -$562K -6,199 -77%
MIM
24
Macroview Investment Management
Maryland
$158K -$260K -2,863 -62%
IA
25
IFP Advisors
Florida
$79K +$79.4K +875 New

DOG Hedge Fund Activity: Q4 2015 in Review

39 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in ProShares Short Dow30 (DOG) for Q4 2015, worth a combined $111M — down 47% from $210M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DOG and 8 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 9 added.

The largest buyer was Dynamic Advisor Solutions, adding an estimated $2.99M. The largest seller was Wells Fargo, cutting an estimated $34.7M.

  • 39 institutional investors held ProShares Short Dow30 (DOG) as of Q4 2015, down from 41 in Q3 2015.
  • Funds reported $111M of ProShares Short Dow30 stock for Q4 2015, down 47% quarter-over-quarter.
  • 8 funds opened new ProShares Short Dow30 positions in Q4 2015 and 9 closed out, a net change of -1 holder.
  • The largest ProShares Short Dow30 buyer in Q4 2015 was Dynamic Advisor Solutions, an estimated $2.99M added.
  • The largest ProShares Short Dow30 seller in Q4 2015 was Wells Fargo, an estimated $34.7M sold.

Based on aggregated 13F filings for Q4 2015.