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Direxion Daily Energy Bear 2X ETF

17 hedge funds and large institutions have $35.5M invested in Direxion Daily Energy Bear 2X ETF in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

0.35% less ownership

Funds ownership: 1.39%1.04% (-0.35%)

14% less capital invested

Capital invested by funds: $41.4M → $35.5M (-$5.87M)

15% less funds holding

Funds holding: 2017 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

94% less call options, than puts

Call options by funds: $2.38M | Put options by funds: $40.5M

Holders
17
Holders Change
-3
Holders Change %
-15%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
6
Closed
5
Calls
$2.38M
Puts
$40.5M
Net Calls
-$38.1M
Net Calls Change
-$49.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$11.4M +$198K +186 +2%
Citigroup
2
Citigroup
New York
$6.41M -$295K -277 -4%
TH
3
Timber Hill
Connecticut
$3.79M +$2.57M +2,412 +180%
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$3.46M -$2.69M -2,529 -43%
CS
5
Credit Suisse
Switzerland
$2.36M
VF
6
Virtu Financial
New York
$2.3M +$1.21M +1,140 +101%
SG Americas Securities
7
SG Americas Securities
New York
$2.02M +$1.07M +1,000 +100%
Jane Street
8
Jane Street
New York
$805K +$378K +355 +81%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$760K +$800K +751 New
Barclays
10
Barclays
United Kingdom
$646K -$921K -864 -57%
Morgan Stanley
11
Morgan Stanley
New York
$462K -$2.27M -2,130 -82%
TRCT
12
Tower Research Capital (TRC)
New York
$352K -$2.67M -2,506 -88%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$291K -$937K -879 -75%
WAM
14
Wolverine Asset Management
Illinois
$157K
PG
15
PEAK6 Group
Illinois
$121K +$21.3K +20 +20%
Bank of America
16
Bank of America
North Carolina
$101K
Walleye Trading
17
Walleye Trading
New York
$6K +$6.39K +6 New
Deutsche Bank
18
Deutsche Bank
Germany
-$489K -467 Closed
CT
19
CMT Trading
Illinois
-$314K -299 Closed
Citadel Advisors
20
Citadel Advisors
Florida
-$237K -226 Closed
UBS Group
21
UBS Group
Switzerland
-$6K -6 Closed
BRWA
22
B. Riley Wealth Advisors
Florida
-$2 -2 Closed

ERY Hedge Fund Activity: Q1 2015 in Review

17 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Direxion Daily Energy Bear 2X ETF (ERY) for Q1 2015, worth a combined $35.5M — down 14% from $41.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ERY and 2 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 6 added.

The largest buyer was Timber Hill, adding an estimated $2.57M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $2.69M.

  • 17 institutional investors held Direxion Daily Energy Bear 2X ETF (ERY) as of Q1 2015, down from 20 in Q4 2014.
  • Funds reported $35.5M of Direxion Daily Energy Bear 2X ETF stock for Q1 2015, down 14% quarter-over-quarter.
  • 2 funds opened new Direxion Daily Energy Bear 2X ETF positions in Q1 2015 and 5 closed out, a net change of -3 holders.
  • The largest Direxion Daily Energy Bear 2X ETF buyer in Q1 2015 was Timber Hill, an estimated $2.57M added.
  • The largest Direxion Daily Energy Bear 2X ETF seller in Q1 2015 was BNP Paribas Financial Markets, an estimated $2.69M sold.

Based on aggregated 13F filings for Q1 2015.