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ProShares Trust Short MSCI EAFE

14 hedge funds and large institutions have $30.3M invested in ProShares Trust Short MSCI EAFE in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

14.11% less ownership

Funds ownership: 38.89%24.78% (-14%)

26% less funds holding

Funds holding: 1914 (-5)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

77% less capital invested

Capital invested by funds: $134M → $30.3M (-$104M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
14
Holders Change
-5
Holders Change %
-26.32%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
4
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.73M -$8.01M -108,064 -47%
Wells Fargo
2
Wells Fargo
California
$7.75M -$662K -8,921 -8%
U
3
UBS
Switzerland
$4.57M +$2.45M +33,002 +105%
Jane Street
4
Jane Street
New York
$4.29M +$4.49M +60,498 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.82M -$2.41M -32,518 -56%
VF
6
Virtu Financial
New York
$1.24M +$900K +12,135 +227%
PSI
7
Pinnacle Summer Investments
Virginia
$649K +$584K +7,880 +618%
LPL Financial
8
LPL Financial
California
$466K -$363K -4,901 -42%
Goldman Sachs
9
Goldman Sachs
New York
$355K -$409K -5,511 -52%
B
10
Baird
Wisconsin
$224K -$13.9K -187 -6%
BRWA
11
B. Riley Wealth Advisors
Florida
$135K -$173K -2,339 -55%
Bank of America
12
Bank of America
North Carolina
$60K +$4.08K +55 +7%
BC
13
Bartlett & Co
Ohio
$4K +$4.67K +63 New
WF
14
WealthTrust Fairport
Ohio
$2K +$2.15K +29 New
BC
15
Brinker Capital
Pennsylvania
-$85.9M -1,081,177 Closed
William Blair & Company
16
William Blair & Company
Illinois
-$9.27M -116,720 Closed
NPC
17
National Planning Corporation
California
-$939K -11,826 Closed
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
-$332K -4,178 Closed
LTFS
19
Ladenburg Thalmann Financial Services
Florida
-$63K -793 Closed
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
-$62K -780 Closed
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
-$6K -70 Closed
MA
22
MUFG Americas
New York
-$4K -50 Closed

EFZ Hedge Fund Activity: Q3 2013 in Review

14 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust Short MSCI EAFE (EFZ) for Q3 2013, worth a combined $30.3M — down 77% from $134M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of EFZ and 3 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 4 added.

The largest buyer was Jane Street, opening a new position worth an estimated $4.49M. The largest seller was Brinker Capital, exiting entirely with an estimated $85.9M sold.

  • 14 institutional investors held ProShares Trust Short MSCI EAFE (EFZ) as of Q3 2013, down from 19 in Q2 2013.
  • Funds reported $30.3M of ProShares Trust Short MSCI EAFE stock for Q3 2013, down 77% quarter-over-quarter.
  • 3 funds opened new ProShares Trust Short MSCI EAFE positions in Q3 2013 and 8 closed out, a net change of -5 holders.
  • The largest ProShares Trust Short MSCI EAFE buyer in Q3 2013 was Jane Street, an estimated $4.49M added.
  • The largest ProShares Trust Short MSCI EAFE seller in Q3 2013 was Brinker Capital, an estimated $85.9M sold.

Based on aggregated 13F filings for Q3 2013.