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ProShares Trust Short MSCI EAFE

29 hedge funds and large institutions have $54.2M invested in ProShares Trust Short MSCI EAFE in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

38% more funds holding

Funds holding: 2129 (+8)

28% more capital invested

Capital invested by funds: $42.4M → $54.2M (+$11.8M)

1.46% less ownership

Funds ownership: 29.09%27.63% (-1.5%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
29
Holders Change
+8
Holders Change %
+38.1%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
13
Increased
10
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$12.9M -$3.42M -48,131 -20%
Morgan Stanley
2
Morgan Stanley
New York
$6.71M +$451K +6,344 +7%
Wells Fargo
3
Wells Fargo
California
$5.91M +$1.66M +23,353 +37%
JP Morgan Chase
4
JP Morgan Chase
New York
$5.73M +$6M +84,378 New
LPL Financial
5
LPL Financial
California
$5.43M +$5.18M +72,915 +1,701%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.32M +$1.46M +20,493 +150%
IPC
7
Independent Portfolio Consultants
Florida
$2.26M -$1.51M -21,265 -39%
VF
8
Virtu Financial
New York
$1.89M +$756K +10,643 +62%
QA
9
Quantitative Advantage
Minnesota
$1.86M +$1.95M +27,452 New
DC
10
Davenport & Co
Virginia
$1.6M +$1.67M +23,535 New
VAM
11
Verity Asset Management
North Carolina
$1.15M +$1.2M +16,933 New
FEG
12
Financial Enhancement Group
Indiana
$1.08M +$1.13M +15,958 New
BC
13
Brinker Capital
Pennsylvania
$977K +$187K +2,637 +22%
Northern Trust
14
Northern Trust
Illinois
$698K
WS
15
Wedbush Securities
California
$624K -$59.3K -835 -8%
UBS Group
16
UBS Group
Switzerland
$502K +$369K +5,194 +236%
Goldman Sachs
17
Goldman Sachs
New York
$486K +$508K +7,149 New
Citadel Advisors
18
Citadel Advisors
Florida
$486K +$508K +7,151 New
AI
19
Atria Investments
North Carolina
$485K +$507K +7,133 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$464K +$76.6K +1,078 +19%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$278K +$20.3K +286 +8%
AIG
22
American International Group
New York
$194K +$203K +2,850 New
Citigroup
23
Citigroup
New York
$45K +$47.1K +663 +66,300%
CG
24
Cutler Group
California
$33K +$35.5K +500 New
GWM
25
Geneos Wealth Management
Colorado
$13K +$14.2K +200 New

EFZ Hedge Fund Activity: Q1 2016 in Review

29 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust Short MSCI EAFE (EFZ) for Q1 2016, worth a combined $54.2M — up 28% from $42.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EFZ positions and 5 closed out — a net gain of 8 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $6M. The largest seller was Jane Street, exiting entirely with an estimated $4.44M sold.

  • 29 institutional investors held ProShares Trust Short MSCI EAFE (EFZ) as of Q1 2016, up from 21 in Q4 2015.
  • Funds reported $54.2M of ProShares Trust Short MSCI EAFE stock for Q1 2016, up 28% quarter-over-quarter.
  • 13 funds opened new ProShares Trust Short MSCI EAFE positions in Q1 2016 and 5 closed out, a net change of +8 holders.
  • The largest ProShares Trust Short MSCI EAFE buyer in Q1 2016 was JP Morgan Chase, an estimated $6M added.
  • The largest ProShares Trust Short MSCI EAFE seller in Q1 2016 was Jane Street, an estimated $4.44M sold.

Based on aggregated 13F filings for Q1 2016.