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ProShares Trust UltraShort Lehman 7-10 Year Treasury

24 hedge funds and large institutions have $15.9M invested in ProShares Trust UltraShort Lehman 7-10 Year Treasury in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more capital invested

Capital invested by funds: $6.32M → $15.9M (+$9.62M)

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

33% more funds holding

Funds holding: 1824 (+6)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

6.03% more ownership

Funds ownership: 4.73%10.76% (+6%)

Holders
24
Holders Change
+6
Holders Change %
+33.33%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
5
Reduced
4
Closed
4
Calls
$488K
Puts
Net Calls
+$488K
Net Calls Change
+$488K
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1
Caprin Asset Management
Virginia
$9.77M +$9.39M +433,445 New
Jane Street
2
Jane Street
New York
$1.34M -$876K -40,420 -41%
SCM
3
Southport Capital Management
Tennessee
$848K +$398K +18,344 +95%
FIM
4
Freedom Investment Management
Connecticut
$824K +$325K +15,013 +70%
AWM
5
Altavista Wealth Management
North Carolina
$516K +$496K +22,882 New
CAM
6
Carret Asset Management
New York
$456K -$741K -34,215 -63%
BUB
7
BBVA USA Bancshares
Texas
$454K
DS
8
DRW Securities
Illinois
$319K +$4.33K +200 +1%
DZ Bank
9
DZ Bank
Germany
$237K +$54.2K +2,500 New
SG Americas Securities
10
SG Americas Securities
New York
$236K +$227K +10,460 New
RJA
11
Raymond James & Associates
Florida
$230K +$221K +10,175 New
VKH
12
Virtu KCG Holdings
New York
$200K +$193K +8,883 New
AG
13
Advisor Group
Arizona
$195K +$188K +8,655 New
Bank of America
14
Bank of America
North Carolina
$101K +$2.17K +100 +2%
Morgan Stanley
15
Morgan Stanley
New York
$50K +$15.7K +725 +49%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$46K +$44.6K +2,059 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$38K
US Bancorp
18
US Bancorp
Minnesota
$36K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$22K -$413K -19,059 -95%
PA
20
Parallel Advisors
California
$16K +$15.2K +700 New
UBS Group
21
UBS Group
Switzerland
$9K -$58.5K -2,698 -87%
AAP
22
Arax Advisory Partners
Colorado
$4K +$3.88K +179 New
IA
23
IFP Advisors
Florida
$2K
Wolverine Trading
24
Wolverine Trading
Illinois
-$550K -27,542 Closed
MSL
25
Mackay Shields LLC
New York
-$499K -24,800 Closed

PST Hedge Fund Activity: Q4 2016 in Review

24 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust UltraShort Lehman 7-10 Year Treasury (PST) for Q4 2016, worth a combined $15.9M — up 152% from $6.32M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PST positions and 4 closed out — a net gain of 6 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Caprin Asset Management, opening a new position worth an estimated $9.39M. The largest seller was Jane Street, cutting an estimated $876K.

  • 24 institutional investors held ProShares Trust UltraShort Lehman 7-10 Year Treasury (PST) as of Q4 2016, up from 18 in Q3 2016.
  • Funds reported $15.9M of ProShares Trust UltraShort Lehman 7-10 Year Treasury stock for Q4 2016, up 152% quarter-over-quarter.
  • 10 funds opened new ProShares Trust UltraShort Lehman 7-10 Year Treasury positions in Q4 2016 and 4 closed out, a net change of +6 holders.
  • The largest ProShares Trust UltraShort Lehman 7-10 Year Treasury buyer in Q4 2016 was Caprin Asset Management, an estimated $9.39M added.
  • The largest ProShares Trust UltraShort Lehman 7-10 Year Treasury seller in Q4 2016 was Jane Street, an estimated $876K sold.

Based on aggregated 13F filings for Q4 2016.