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ProShares Short QQQ

37 hedge funds and large institutions have $60.5M invested in ProShares Short QQQ in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $880K | Put options by funds: $318K

3% more funds holding

Funds holding: 3637 (+1)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

4.33% less ownership

Funds ownership: 9.09%4.76% (-4.3%)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

63% less capital invested

Capital invested by funds: $161M → $60.5M (-$101M)

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
7
Reduced
11
Closed
13
Calls
$880K
Puts
$318K
Net Calls
+$562K
Net Calls Change
-$181K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$10.9M -$26.3M -99,655 -70%
Morgan Stanley
2
Morgan Stanley
New York
$9.7M -$17.9M -67,979 -65%
SIA
3
SeaBridge Investment Advisors
New Jersey
$8.32M +$4.95M +18,734 +142%
UBS Group
4
UBS Group
Switzerland
$5.97M -$10.4M -39,358 -63%
LPL Financial
5
LPL Financial
California
$5.56M +$3.86M +14,622 +237%
VF
6
Virtu Financial
New York
$4.07M +$4.12M +15,588 New
JWS
7
Juncture Wealth Strategies
Arizona
$3.61M -$1.2M -4,539 -25%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.67M +$2.69M +10,208 New
Baird Financial Group
9
Baird Financial Group
Wisconsin
$2.25M +$2.27M +8,617 New
AIM
10
Advantage Investment Management
Iowa
$1.25M +$1.27M +4,809 New
WIC
11
Woodmont Investment Counsel
Tennessee
$913K +$246K +930 +36%
VKH
12
Virtu KCG Holdings
New York
$738K +$746K +2,827 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$605K +$336K +1,273 +121%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$598K -$181K -686 -23%
BBHC
15
Brown Brothers Harriman & Co
New York
$522K
DADC
16
D.A. Davidson & Co
Montana
$456K -$16.9K -64 -4%
Simplex Trading
17
Simplex Trading
Illinois
$436K -$42.2K -160 -9%
Citigroup
18
Citigroup
New York
$433K +$435K +1,648 +13,733%
Stifel Financial
19
Stifel Financial
Missouri
$305K +$309K +1,170 New
UR
20
USCA RIA
Texas
$240K -$30.4K -115 -11%
CS
21
Credit Suisse
Switzerland
$229K
SPC
22
Sigma Planning Corp
Michigan
$210K +$3.7K +14 +2%
FTUS
23
Flow Traders U.S.
New York
$150K +$152K +575 New
IA
24
IFP Advisors
Florida
$121K +$122K +464 New
JWA
25
JFS Wealth Advisors
Pennsylvania
$52K -$52.8K -200 -50%

PSQ Hedge Fund Activity: Q4 2015 in Review

37 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in ProShares Short QQQ (PSQ) for Q4 2015, worth a combined $60.5M — down 63% from $161M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PSQ positions and 13 closed out — a net gain of 1 holder — while 7 added to existing stakes and 11 trimmed.

The largest buyer was SeaBridge Investment Advisors, adding an estimated $4.95M. The largest seller was Brinker Capital, exiting entirely with an estimated $46.8M sold.

  • 37 institutional investors held ProShares Short QQQ (PSQ) as of Q4 2015, up from 36 in Q3 2015.
  • Funds reported $60.5M of ProShares Short QQQ stock for Q4 2015, down 63% quarter-over-quarter.
  • 14 funds opened new ProShares Short QQQ positions in Q4 2015 and 13 closed out, a net change of +1 holder.
  • The largest ProShares Short QQQ buyer in Q4 2015 was SeaBridge Investment Advisors, an estimated $4.95M added.
  • The largest ProShares Short QQQ seller in Q4 2015 was Brinker Capital, an estimated $46.8M sold.

Based on aggregated 13F filings for Q4 2015.