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ProShares Short QQQ

32 hedge funds and large institutions have $100M invested in ProShares Short QQQ in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more capital invested

Capital invested by funds: $57.6M → $100M (+$42.4M)

0.56% more ownership

Funds ownership: 1.38%1.94% (+0.56%)

6% less funds holding

Funds holding: 3432 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
7
Increased
7
Reduced
12
Closed
9
Calls
$1.3M
Puts
Net Calls
+$1.3M
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brinker Capital
Pennsylvania
$39M +$39.7M +123,723 New
Morgan Stanley
2
Morgan Stanley
New York
$20.3M -$1.05M -3,277 -5%
U
3
UBS
Switzerland
$10.4M +$624K +1,944 +6%
Wells Fargo
4
Wells Fargo
California
$7.08M +$4.07M +12,672 +129%
CCMG
5
Clark Capital Management Group
Pennsylvania
$4.41M +$4.49M +14,000 New
MIM
6
Macroview Investment Management
Maryland
$3.2M +$3.26M +10,154 New
LPL Financial
7
LPL Financial
California
$2.48M -$2.86M -8,903 -53%
NCMW
8
Northern Capital Management (Wisconsin)
Wisconsin
$1.81M +$802K +2,500 +77%
ACM
9
Avalon Capital Management
California
$1.75M +$1.78M +5,538 New
WIC
10
Woodmont Investment Counsel
Tennessee
$1.5M +$1.52M +4,746 New
Stifel Financial
11
Stifel Financial
Missouri
$1.04M +$339K +1,057 +47%
B
12
Baird
Wisconsin
$1.02M +$1.04M +3,249 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$995K -$262K -815 -21%
KA
14
Kovack Advisors
Florida
$676K +$689K +2,147 New
Brown Advisory
15
Brown Advisory
Maryland
$630K
BBHC
16
Brown Brothers Harriman & Co
New York
$630K
Citadel Advisors
17
Citadel Advisors
Florida
$550K -$155K -484 -22%
SCP
18
Syntal Capital Partners
Texas
$414K +$105K +328 +33%
CS
19
Credit Suisse
Switzerland
$399K -$9.95K -31 -2%
DADC
20
D.A. Davidson & Co
Montana
$321K +$312K +973 +2,115%
OC
21
Oppenheimer & Co
New York
$307K -$216K -674 -41%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$276K +$59K +184 +26%
BGA
23
Belmont Global Advisors
Texas
$236K
WS
24
Wedbush Securities
California
$169K -$6.42K -20 -4%
Bank of America
25
Bank of America
North Carolina
$108K

PSQ Hedge Fund Activity: Q3 2014 in Review

32 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in ProShares Short QQQ (PSQ) for Q3 2014, worth a combined $100M — up 74% from $57.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PSQ and 7 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 7 added.

The largest buyer was Brinker Capital, opening a new position worth an estimated $39.7M. The largest seller was LPL Financial, cutting an estimated $2.86M.

  • 32 institutional investors held ProShares Short QQQ (PSQ) as of Q3 2014, down from 34 in Q2 2014.
  • Funds reported $100M of ProShares Short QQQ stock for Q3 2014, up 74% quarter-over-quarter.
  • 7 funds opened new ProShares Short QQQ positions in Q3 2014 and 9 closed out, a net change of -2 holders.
  • The largest ProShares Short QQQ buyer in Q3 2014 was Brinker Capital, an estimated $39.7M added.
  • The largest ProShares Short QQQ seller in Q3 2014 was LPL Financial, an estimated $2.86M sold.

Based on aggregated 13F filings for Q3 2014.