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ProShares UltraShort S&P500

73 hedge funds and large institutions have $56.7M invested in ProShares UltraShort S&P500 in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $56.5M | Put options by funds: $41.2M

0.03% less ownership

Funds ownership: 0.26%0.23% (-0.03%)

4% less funds holding

Funds holding: 7673 (-3)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

36% less capital invested

Capital invested by funds: $89M → $56.7M (-$32.3M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
73
Holders Change
-3
Holders Change %
-3.95%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
18
Increased
16
Reduced
21
Closed
21
Calls
$56.5M
Puts
$41.2M
Net Calls
+$15.3M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1
PVG Asset Management
Colorado
$13.3M -$9.65M -8,854 -41%
MG
2
Meditor Group
Bermuda
$12.9M
Goldman Sachs
3
Goldman Sachs
New York
$4.88M -$4.38M -4,018 -46%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.14M +$3.33M +3,058 New
GI
5
GAMCO Investors
Connecticut
$2.62M +$730K +670 +36%
CTC
6
Chai Trust Company
Illinois
$1.75M
LPL Financial
7
LPL Financial
California
$1.42M +$233K +214 +18%
AG
8
Advisor Group
Arizona
$1.36M +$1.29M +1,185 +840%
Jane Street
9
Jane Street
New York
$1.31M +$916K +840 +191%
BG
10
Bollard Group
Massachusetts
$1.15M -$1.24M -1,135 -50%
SM
11
Southport Management
Wyoming
$1.03M -$3.27M -3,000 -75%
UBS Group
12
UBS Group
Switzerland
$952K +$792K +726 +359%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$944K +$1M +920 New
FPFS
14
First Personal Financial Services
North Carolina
$754K +$693K +636 +642%
Morgan Stanley
15
Morgan Stanley
New York
$602K -$643K -590 -50%
PAM
16
Peak Asset Management
Colorado
$589K +$48K +44 +8%
W
17
WealthShield
North Carolina
$516K +$555K +509 New
WP
18
WealthShield Partners
North Carolina
$516K +$555K +509 New
RA
19
Raffles Associates
New York
$513K -$1.09M -1,000 -67%
TRCT
20
Tower Research Capital (TRC)
New York
$513K +$544K +499 +49,900%
BAM
21
Belpointe Asset Management
Nevada
$467K +$8.72K +8 +2%
DSN
22
D. Scott Neal
Kentucky
$427K
TSS
23
Two Sigma Securities
New York
$405K -$229K -210 -35%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$382K -$216K -198 -35%
VF
25
Virtu Financial
New York
$356K +$378K +347 New

SDS Hedge Fund Activity: Q4 2017 in Review

73 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraShort S&P500 (SDS) for Q4 2017, worth a combined $56.7M — down 36% from $89M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of SDS and 18 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 16 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $3.33M. The largest seller was PVG Asset Management, cutting an estimated $9.65M.

  • 73 institutional investors held ProShares UltraShort S&P500 (SDS) as of Q4 2017, down from 76 in Q3 2017.
  • Funds reported $56.7M of ProShares UltraShort S&P500 stock for Q4 2017, down 36% quarter-over-quarter.
  • 18 funds opened new ProShares UltraShort S&P500 positions in Q4 2017 and 21 closed out, a net change of -3 holders.
  • The largest ProShares UltraShort S&P500 buyer in Q4 2017 was Susquehanna International Group, an estimated $3.33M added.
  • The largest ProShares UltraShort S&P500 seller in Q4 2017 was PVG Asset Management, an estimated $9.65M sold.

Based on aggregated 13F filings for Q4 2017.