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ProShares UltraShort Bloomberg Crude Oil

20 hedge funds and large institutions have $16.4M invested in ProShares UltraShort Bloomberg Crude Oil in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $7.73M

25% more capital invested

Capital invested by funds: $13.1M → $16.4M (+$3.29M)

0.01% more ownership

Funds ownership: 0.13%0.14% (+0.01%)

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
3
Reduced
6
Closed
7
Calls
$12.9M
Puts
$7.73M
Net Calls
+$5.13M
Net Calls Change
-$7.11M
Name Holding Trade Value Shares
Change
Change in
Stake
VCAM
1
Valentine Capital Asset Management
California
$6.65M +$7.26M +5,825 New
AGM
2
Alpine Global Management
New York
$2.25M -$156K -125 -6%
LPL Financial
3
LPL Financial
California
$1.39M -$901K -723 -37%
CS
4
Credit Suisse
Switzerland
$1.3M +$1.42M +1,142 New
HCMT
5
Highland Capital Management (Texas)
Texas
$1.17M
Barclays
6
Barclays
United Kingdom
$660K +$637K +511 +647%
JP Morgan Chase
7
JP Morgan Chase
New York
$532K
Millennium Management
8
Millennium Management
New York
$519K +$567K +455 New
Citadel Advisors
9
Citadel Advisors
Florida
$380K +$415K +333 New
VKH
10
Virtu KCG Holdings
New York
$349K -$57.3K -46 -13%
Nomura Holdings
11
Nomura Holdings
Japan
$311K -$187K -150 -35%
CHAM
12
Clear Harbor Asset Management
Connecticut
$299K +$8.72K +7 +3%
WS
13
Wedbush Securities
California
$285K +$312K +250 New
Bank of America
14
Bank of America
North Carolina
$185K -$82.3K -66 -29%
Morgan Stanley
15
Morgan Stanley
New York
$70K -$111K -89 -59%
FWC
16
First Washington Corp
Washington
$29K
WAM
17
Wolverine Asset Management
Illinois
$22K +$24.9K +20 New
WA
18
WFG Advisors
Texas
$14K +$16.2K +13 New
Citigroup
19
Citigroup
New York
$9K +$6.23K +5 +167%
MFS
20
MSI Financial Services
Massachusetts
$6K
Goldman Sachs
21
Goldman Sachs
New York
-$1.58M -1,251 Closed
VF
22
Virtu Financial
New York
-$1.15M -910 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$791K -635 Closed
JT
24
Jump Trading
Illinois
-$569K -450 Closed
U
25
UBS
Switzerland
-$133K -107 Closed

SCO Hedge Fund Activity: Q1 2014 in Review

20 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraShort Bloomberg Crude Oil (SCO) for Q1 2014, worth a combined $16.4M — up 25% from $13.1M a quarter earlier.

Fund positioning in SCO was balanced in Q1 2014: 7 funds opened new positions, 7 closed out, 3 added to existing stakes and 6 trimmed.

The largest buyer was Valentine Capital Asset Management, opening a new position worth an estimated $7.26M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.58M sold.

  • 20 institutional investors held ProShares UltraShort Bloomberg Crude Oil (SCO) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $16.4M of ProShares UltraShort Bloomberg Crude Oil stock for Q1 2014, up 25% quarter-over-quarter.
  • 7 funds opened new ProShares UltraShort Bloomberg Crude Oil positions in Q1 2014 and 7 closed out, a net change of 0 holders.
  • The largest ProShares UltraShort Bloomberg Crude Oil buyer in Q1 2014 was Valentine Capital Asset Management, an estimated $7.26M added.
  • The largest ProShares UltraShort Bloomberg Crude Oil seller in Q1 2014 was Goldman Sachs, an estimated $1.58M sold.

Based on aggregated 13F filings for Q1 2014.