ProShares Short S&P500
205 hedge funds and large institutions have $803M invested in ProShares Short S&P500 in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 58 increasing their positions, 68 reducing their positions, and 52 closing their positions.
94% more call options, than puts
Call options by funds: $13.5M | Put options by funds: $6.97M
0.34% more ownership
Funds ownership: 6.63% → 6.97% (+0.34%)
5% less funds holding
Funds holding: 216 → 205 (-11)
7% less capital invested
Capital invested by funds: $866M → $803M (-$62.6M)
13% less funds holding in top 10
Funds holding in top 10: 23 → 20 (-3)
15% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 68
17% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMO
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
+$25.4M |
| 2 |
Neuberger Berman Group
New York
|
+$17.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$13.7M |
| 4 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
+$12.1M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$9.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWA
HCR Wealth Advisors
Los Angeles,
California
|
-$15.6M |
| 2 |
NEIRG
New England Investment & Retirement Group
North Andover,
Massachusetts
|
-$14.3M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$13.8M |
| 4 |
HW
Hamilton Wealth
Encino,
California
|
-$8.88M |
| 5 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$8.47M |
SH Hedge Fund Activity: Q3 2020 in Review
205 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in ProShares Short S&P500 (SH) for Q3 2020, worth a combined $803M — down 7.2% from $866M a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of SH and 43 opened new positions — a net loss of 9 holders — while 68 trimmed existing stakes and 58 added.
The largest buyer was Buckingham Capital Management (Ohio), opening a new position worth an estimated $25.4M. The largest seller was HCR Wealth Advisors, cutting an estimated $15.6M.
- 205 institutional investors held ProShares Short S&P500 (SH) as of Q3 2020, down from 216 in Q2 2020.
- Funds reported $803M of ProShares Short S&P500 stock for Q3 2020, down 7.2% quarter-over-quarter.
- 43 funds opened new ProShares Short S&P500 positions in Q3 2020 and 52 closed out, a net change of -9 holders.
- The largest ProShares Short S&P500 buyer in Q3 2020 was Buckingham Capital Management (Ohio), an estimated $25.4M added.
- The largest ProShares Short S&P500 seller in Q3 2020 was HCR Wealth Advisors, an estimated $15.6M sold.
Based on aggregated 13F filings for Q3 2020.