ProShares UltraShort Utilities
5 hedge funds and large institutions have $1.97M invested in ProShares UltraShort Utilities in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.
400% more funds holding
Funds holding: 1 → 5 (+4)
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
181% more capital invested
Capital invested by funds: $701K → $1.97M (+$1.27M)
0.79% more ownership
Funds ownership: 0.39% → 1.18% (+0.79%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$843K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$580K |
| 3 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$558K |
| 4 |
Citigroup
New York
|
+$8.85K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$8.17K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$701K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AI
1
Atria Investments
Charlotte,
North Carolina
| $830K | +$843K | +1,238 | New |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $571K | +$580K | +852 | New |
|
|
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $549K | +$558K | +819 | New |
|
|
4
Citigroup
New York
| $9K | +$8.85K | +13 | New |
|
|
U
5
UBS
Zurich,
Switzerland
| $8K | +$8.17K | +12 | New |
|
|
RJA
6
Raymond James & Associates
St Petersburg,
Florida
| – | -$701K | -976 | Closed |
|
SDP Hedge Fund Activity: Q4 2013 in Review
5 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraShort Utilities (SDP) for Q4 2013, worth a combined $1.97M — up 181% from $701K a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SDP positions and 1 closed out — a net gain of 4 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $843K. The largest seller was Raymond James & Associates, exiting entirely with an estimated $701K sold.
- 5 institutional investors held ProShares UltraShort Utilities (SDP) as of Q4 2013, up from 1 in Q3 2013.
- Funds reported $1.97M of ProShares UltraShort Utilities stock for Q4 2013, up 181% quarter-over-quarter.
- 5 funds opened new ProShares UltraShort Utilities positions in Q4 2013 and 1 closed out, a net change of +4 holders.
- The largest ProShares UltraShort Utilities buyer in Q4 2013 was Atria Investments, an estimated $843K added.
- The largest ProShares UltraShort Utilities seller in Q4 2013 was Raymond James & Associates, an estimated $701K sold.
Based on aggregated 13F filings for Q4 2013.