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ProShares Short QQQ

34 hedge funds and large institutions have $41.5M invested in ProShares Short QQQ in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 4 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

6% more funds holding

Funds holding: 3234 (+2)

2.48% more ownership

Funds ownership: 1.94%4.42% (+2.5%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

58% less capital invested

Capital invested by funds: $100M → $41.5M (-$58.4M)

71% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 14

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
15
Increased
4
Reduced
14
Closed
12
Calls
$4.72M
Puts
Net Calls
+$4.72M
Net Calls Change
+$3.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.1M -$9.37M -30,589 -47%
DAS
2
Dynamic Advisor Solutions
Arizona
$7.13M +$7.34M +23,961 New
Wells Fargo
3
Wells Fargo
California
$5.53M -$1.2M -3,902 -17%
LPL Financial
4
LPL Financial
California
$3.13M +$838K +2,736 +35%
UBS Group
5
UBS Group
Switzerland
$2.5M +$2.57M +8,391 New
Goldman Sachs
6
Goldman Sachs
New York
$2.05M +$2.11M +6,898 New
MIM
7
Macroview Investment Management
Maryland
$1.87M -$1.18M -3,856 -38%
HW
8
Hedeker Wealth
Illinois
$1.65M +$1.7M +5,553 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.63M +$706K +2,306 +73%
WIC
10
Woodmont Investment Counsel
Tennessee
$1.23M -$186K -608 -13%
Stifel Financial
11
Stifel Financial
Missouri
$611K -$386K -1,259 -38%
BBHC
12
Brown Brothers Harriman & Co
New York
$595K
DADC
13
D.A. Davidson & Co
Montana
$574K +$279K +911 +89%
CT
14
CMT Trading
Illinois
$495K +$509K +1,663 New
HJMC
15
Hellman Jordan Management Company
Massachusetts
$475K +$490K +1,600 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$297K +$306K +999 New
CS
17
Credit Suisse
Switzerland
$282K -$97.7K -319 -25%
OC
18
Oppenheimer & Co
New York
$268K -$23K -75 -8%
BCM
19
Breithorn Capital Management
New York
$268K +$276K +900 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$239K -$20.2K -66 -8%
SCP
21
Syntal Capital Partners
Texas
$215K -$181K -592 -45%
SIA
22
SeaBridge Investment Advisors
New Jersey
$131K +$135K +440 New
DSC
23
Duncker Streett & Co
Missouri
$95K -$306 -1 -0.3%
Bank of America
24
Bank of America
North Carolina
$78K -$24.5K -80 -23%
JWA
25
JFS Wealth Advisors
Pennsylvania
$45K -$45.9K -150 -50%

PSQ Hedge Fund Activity: Q4 2014 in Review

34 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in ProShares Short QQQ (PSQ) for Q4 2014, worth a combined $41.5M — down 58% from $100M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PSQ positions and 12 closed out — a net gain of 3 holders — while 4 added to existing stakes and 14 trimmed.

The largest buyer was Dynamic Advisor Solutions, opening a new position worth an estimated $7.34M. The largest seller was Brinker Capital, exiting entirely with an estimated $39M sold.

  • 34 institutional investors held ProShares Short QQQ (PSQ) as of Q4 2014, up from 32 in Q3 2014.
  • Funds reported $41.5M of ProShares Short QQQ stock for Q4 2014, down 58% quarter-over-quarter.
  • 15 funds opened new ProShares Short QQQ positions in Q4 2014 and 12 closed out, a net change of +3 holders.
  • The largest ProShares Short QQQ buyer in Q4 2014 was Dynamic Advisor Solutions, an estimated $7.34M added.
  • The largest ProShares Short QQQ seller in Q4 2014 was Brinker Capital, an estimated $39M sold.

Based on aggregated 13F filings for Q4 2014.