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ProShares UltraShort Energy

16 hedge funds and large institutions have $17.4M invested in ProShares UltraShort Energy in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

113% more call options, than puts

Call options by funds: $28.3M | Put options by funds: $13.3M

65% more capital invested

Capital invested by funds: $10.5M → $17.4M (+$6.83M)

45% more funds holding

Funds holding: 1116 (+5)

0.24% more ownership

Funds ownership: 1.16%1.4% (+0.24%)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

Holders
16
Holders Change
+5
Holders Change %
+45.45%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
2
Reduced
4
Closed
4
Calls
$28.3M
Puts
$13.3M
Net Calls
+$15M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
1
Tower Research Capital (TRC)
New York
$3.64M +$3.47M +3,410 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.32M +$3.17M +3,112 New
Barclays
3
Barclays
United Kingdom
$2.99M +$2.87M +2,823 New
VF
4
Virtu Financial
New York
$1.51M -$4.4M -4,323 -75%
TH
5
Timber Hill
Connecticut
$1.43M +$1.36M +1,337 New
Deutsche Bank
6
Deutsche Bank
Germany
$1.33M -$2.54M -2,500 -67%
Goldman Sachs
7
Goldman Sachs
New York
$1.04M +$996K +979 New
Morgan Stanley
8
Morgan Stanley
New York
$647K +$181K +178 +42%
VKH
9
Virtu KCG Holdings
New York
$410K +$391K +384 New
QC
10
QCM Cayman
Texas
$302K -$169K -166 -37%
Citadel Advisors
11
Citadel Advisors
Florida
$250K +$150K +147 +169%
TSS
12
Two Sigma Securities
New York
$218K +$207K +204 New
Jane Street
13
Jane Street
New York
$209K -$1.18M -1,164 -86%
UBS Group
14
UBS Group
Switzerland
$50K +$47.8K +47 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$11K +$10.2K +10 New
BRWA
16
B. Riley Wealth Advisors
Florida
$19 +$18.3K +18 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
-$121K -138 Closed
USGIU
18
U.S. Global Investors (USGI)
Texas
-$33K -38 Closed
Bank of America
19
Bank of America
North Carolina
-$1K -1 Closed
Citigroup
20
Citigroup
New York
-$1K -1 Closed

DUG Hedge Fund Activity: Q4 2014 in Review

16 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraShort Energy (DUG) for Q4 2014, worth a combined $17.4M — up 65% from $10.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DUG positions and 4 closed out — a net gain of 6 holders — while 2 added to existing stakes and 4 trimmed.

The largest buyer was Tower Research Capital (TRC), opening a new position worth an estimated $3.47M. The largest seller was Virtu Financial, cutting an estimated $4.4M.

  • 16 institutional investors held ProShares UltraShort Energy (DUG) as of Q4 2014, up from 11 in Q3 2014.
  • Funds reported $17.4M of ProShares UltraShort Energy stock for Q4 2014, up 65% quarter-over-quarter.
  • 10 funds opened new ProShares UltraShort Energy positions in Q4 2014 and 4 closed out, a net change of +6 holders.
  • The largest ProShares UltraShort Energy buyer in Q4 2014 was Tower Research Capital (TRC), an estimated $3.47M added.
  • The largest ProShares UltraShort Energy seller in Q4 2014 was Virtu Financial, an estimated $4.4M sold.

Based on aggregated 13F filings for Q4 2014.