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ProShares Short QQQ

30 hedge funds and large institutions have $76.9M invested in ProShares Short QQQ in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more capital invested

Capital invested by funds: $27.3M → $76.9M (+$49.7M)

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

36% more funds holding

Funds holding: 2230 (+8)

1.28% more ownership

Funds ownership: 0.98%2.25% (+1.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $451K

Holders
30
Holders Change
+8
Holders Change %
+36.36%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
7
Reduced
5
Closed
6
Calls
Puts
$451K
Net Calls
-$451K
Net Calls Change
-$47K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brinker Capital
Pennsylvania
$28.6M +$28.6M +79,140 New
Morgan Stanley
2
Morgan Stanley
New York
$23.5M +$12.2M +33,767 +108%
Wells Fargo
3
Wells Fargo
California
$6.75M +$4.76M +13,184 +240%
U
4
UBS
Switzerland
$4.02M +$3.51M +9,724 +690%
LPL Financial
5
LPL Financial
California
$2.71M +$409K +1,131 +18%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.62M +$1.09M +3,014 +204%
Stifel Financial
7
Stifel Financial
Missouri
$1.05M +$1.05M +2,901 New
RJA
8
Raymond James & Associates
Florida
$1.04M -$2.89K -8 -0.3%
AIG
9
American International Group
New York
$1.01M -$441K -1,221 -30%
DCM
10
Driehaus Capital Management
Illinois
$867K +$867K +2,401 New
BBHC
11
Brown Brothers Harriman & Co
New York
$722K
Brown Advisory
12
Brown Advisory
Maryland
$722K +$722K +2,000 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$700K -$772K -2,138 -52%
Northern Trust
14
Northern Trust
Illinois
$641K +$641K +1,775 New
JP Morgan Chase
15
JP Morgan Chase
New York
$605K +$604K +1,673 New
CS
16
Credit Suisse
Switzerland
$539K -$505K -1,399 -48%
OC
17
Oppenheimer & Co
New York
$382K +$382K +1,057 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$305K +$54.2K +150 +21%
HJMC
19
Hellman Jordan Management Company
Massachusetts
$253K +$253K +700 New
DSC
20
Duncker Streett & Co
Missouri
$203K +$203K +563 New
WS
21
Wedbush Securities
California
$200K +$200K +555 New
SCM
22
Southport Capital Management
Tennessee
$190K +$190K +525 New
Bank of America
23
Bank of America
North Carolina
$124K -$11.9K -33 -9%
BRWA
24
B. Riley Wealth Advisors
Florida
$111K +$111K +306 New
Citigroup
25
Citigroup
New York
$91K +$16.3K +45 +22%

PSQ Hedge Fund Activity: Q1 2014 in Review

30 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in ProShares Short QQQ (PSQ) for Q1 2014, worth a combined $76.9M — up 182% from $27.3M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PSQ positions and 6 closed out — a net gain of 8 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Brinker Capital, opening a new position worth an estimated $28.6M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $1.61M sold.

  • 30 institutional investors held ProShares Short QQQ (PSQ) as of Q1 2014, up from 22 in Q4 2013.
  • Funds reported $76.9M of ProShares Short QQQ stock for Q1 2014, up 182% quarter-over-quarter.
  • 14 funds opened new ProShares Short QQQ positions in Q1 2014 and 6 closed out, a net change of +8 holders.
  • The largest ProShares Short QQQ buyer in Q1 2014 was Brinker Capital, an estimated $28.6M added.
  • The largest ProShares Short QQQ seller in Q1 2014 was Virtu KCG Holdings, an estimated $1.61M sold.

Based on aggregated 13F filings for Q1 2014.