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ProShares Trust Short MSCI EAFE

26 hedge funds and large institutions have $40.2M invested in ProShares Trust Short MSCI EAFE in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.84% less ownership

Funds ownership: 29.56%24.72% (-4.8%)

7% less funds holding

Funds holding: 2826 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

37% less capital invested

Capital invested by funds: $64.2M → $40.2M (-$24M)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
6
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15M -$1.69M -26,156 -10%
Wells Fargo
2
Wells Fargo
California
$4.97M -$674K -10,433 -12%
LPL Financial
3
LPL Financial
California
$4.16M +$449K +6,957 +12%
Jane Street
4
Jane Street
New York
$2.11M +$2.16M +33,366 New
VAM
5
Verity Asset Management
North Carolina
$2.08M +$535K +8,278 +33%
IPC
6
Independent Portfolio Consultants
Florida
$1.85M -$5.4M -83,554 -74%
QA
7
Quantitative Advantage
Minnesota
$1.66M -$58.1K -899 -3%
BC
8
Brinker Capital
Pennsylvania
$1.21M +$965K +14,945 +357%
FEG
9
Financial Enhancement Group
Indiana
$1.17M +$1.2M +18,597 New
GC
10
Grimes & Company
Massachusetts
$1.17M +$1.19M +18,487 New
SIA
11
SeaBridge Investment Advisors
New Jersey
$905K -$17.8K -275 -2%
AI
12
Atria Investments
North Carolina
$688K +$341K +5,285 +94%
WS
13
Wedbush Securities
California
$624K
Northern Trust
14
Northern Trust
Illinois
$618K
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$484K -$1.6M -24,833 -76%
VF
16
Virtu Financial
New York
$470K -$1.49M -23,134 -76%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$432K
ATC
18
Argent Trust Co
Tennessee
$253K +$259K +4,006 New
SG Americas Securities
19
SG Americas Securities
New York
$112K +$115K +1,773 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$99K -$114K -1,764 -53%
UBS Group
21
UBS Group
Switzerland
$75K -$649K -10,047 -89%
CG
22
Cutler Group
California
$75K +$54.9K +850 +243%
IA
23
IFP Advisors
Florida
$26K -$19.2K -297 -42%
GWM
24
Geneos Wealth Management
Colorado
$12K
WP
25
WealthPLAN Partners
Nebraska
$6.43K +$2.71K +42 +70%

EFZ Hedge Fund Activity: Q3 2016 in Review

26 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust Short MSCI EAFE (EFZ) for Q3 2016, worth a combined $40.2M — down 37% from $64.2M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EFZ and 5 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 6 added.

The largest buyer was Jane Street, opening a new position worth an estimated $2.16M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $15M sold.

  • 26 institutional investors held ProShares Trust Short MSCI EAFE (EFZ) as of Q3 2016, down from 28 in Q2 2016.
  • Funds reported $40.2M of ProShares Trust Short MSCI EAFE stock for Q3 2016, down 37% quarter-over-quarter.
  • 5 funds opened new ProShares Trust Short MSCI EAFE positions in Q3 2016 and 7 closed out, a net change of -2 holders.
  • The largest ProShares Trust Short MSCI EAFE buyer in Q3 2016 was Jane Street, an estimated $2.16M added.
  • The largest ProShares Trust Short MSCI EAFE seller in Q3 2016 was Brookstone Capital Management, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2016.