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DOG

ProShares Short Dow30

42 hedge funds and large institutions have $108M invested in ProShares Short Dow30 in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

8% more funds holding

Funds holding: 3942 (+3)

0.12% more ownership

Funds ownership: 8%8.13% (+0.12%)

3% less capital invested

Capital invested by funds: $111M → $108M (-$2.89M)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

93% less call options, than puts

Call options by funds: $109K | Put options by funds: $1.59M

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
14
Increased
12
Reduced
13
Closed
11
Calls
$109K
Puts
$1.59M
Net Calls
-$1.48M
Net Calls Change
-$941K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brinker Capital
Pennsylvania
$26.5M -$5.35M -57,085 -16%
DAS
2
Dynamic Advisor Solutions
Arizona
$20M +$4.25M +45,370 +25%
Morgan Stanley
3
Morgan Stanley
New York
$15.5M +$5.06M +53,976 +44%
Wells Fargo
4
Wells Fargo
California
$14.3M +$7.51M +80,161 +97%
UBS Group
5
UBS Group
Switzerland
$7.07M +$571K +6,091 +8%
JWS
6
Juncture Wealth Strategies
Arizona
$4.92M -$532K -5,675 -9%
FAAS
7
First Allied Advisory Services
California
$4.34M +$4.6M +49,085 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.46M +$3.65M +38,968 +7,325%
ICAS
9
Investors Capital Advisory Services
Massachusetts
$2.03M +$2.17M +23,154 New
LPL Financial
10
LPL Financial
California
$1.71M -$708K -7,552 -28%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.52M +$1.63M +17,358 New
Baird Financial Group
12
Baird Financial Group
Wisconsin
$1.41M -$827K -8,820 -35%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$900K +$940K +10,032 +4,269%
EP
14
Elkhorn Partners
Nebraska
$752K
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$587K +$185K +1,973 +42%
CIM
16
Cetera Investment Management
California
$489K +$508K +5,423 New
TRCT
17
Tower Research Capital (TRC)
New York
$421K +$450K +4,802 New
AIG
18
American International Group
New York
$397K +$411K +4,381 +3,064%
PAS
19
Partnervest Advisory Services
California
$373K +$117K +1,250 +42%
SPC
20
Sigma Planning Corp
Michigan
$288K -$13K -139 -4%
JWA
21
JFS Wealth Advisors
Pennsylvania
$219K +$234K +2,500 New
RJA
22
Raymond James & Associates
Florida
$211K -$17.6K -188 -7%
Jane Street
23
Jane Street
New York
$210K +$224K +2,392 New
AIM
24
Advantage Investment Management
Iowa
$140K -$1.44M -15,321 -91%
BCI
25
Brinker Capital Investments
Pennsylvania
$48K -$213K -2,267 -80%

DOG Hedge Fund Activity: Q1 2016 in Review

42 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ProShares Short Dow30 (DOG) for Q1 2016, worth a combined $108M — down 2.6% from $111M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DOG positions and 11 closed out — a net gain of 3 holders — while 12 added to existing stakes and 13 trimmed.

The largest buyer was Wells Fargo, adding an estimated $7.51M. The largest seller was Arlington Capital Management, exiting entirely with an estimated $19.1M sold.

  • 42 institutional investors held ProShares Short Dow30 (DOG) as of Q1 2016, up from 39 in Q4 2015.
  • Funds reported $108M of ProShares Short Dow30 stock for Q1 2016, down 2.6% quarter-over-quarter.
  • 14 funds opened new ProShares Short Dow30 positions in Q1 2016 and 11 closed out, a net change of +3 holders.
  • The largest ProShares Short Dow30 buyer in Q1 2016 was Wells Fargo, an estimated $7.51M added.
  • The largest ProShares Short Dow30 seller in Q1 2016 was Arlington Capital Management, an estimated $19.1M sold.

Based on aggregated 13F filings for Q1 2016.