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ProShares Short High Yield

18 hedge funds and large institutions have $56.2M invested in ProShares Short High Yield in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

574% more capital invested

Capital invested by funds: $8.33M → $56.2M (+$47.8M)

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

24.09% more ownership

Funds ownership: 15.25%39.35% (+24%)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

6% more funds holding

Funds holding: 1718 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
6
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$27.9M +$27M +976,061 New
Wells Fargo
2
Wells Fargo
California
$13.5M +$11.5M +417,769 +783%
GI
3
Glovista Investments
New Jersey
$8.49M +$8.22M +297,433 New
Jane Street
4
Jane Street
New York
$1.24M +$759K +27,471 +173%
PSI
5
Pinnacle Summer Investments
Virginia
$1.11M +$1.08M +38,920 New
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$754K +$267K +9,660 +56%
LPL Financial
7
LPL Financial
California
$747K +$361K +13,052 +98%
JG
8
Jefferies Group
New York
$693K +$670K +24,251 New
IC
9
InterOcean Capital
Illinois
$623K -$832K -30,095 -58%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$326K -$1.01M -36,484 -76%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$308K -$157K -5,692 -35%
WS
12
Wedbush Securities
California
$257K +$249K +9,000 New
Morgan Stanley
13
Morgan Stanley
New York
$211K +$155K +5,614 +316%
NHFG
14
New Harbor Financial Group
Massachusetts
$34K
EDRH
15
Edmond de Rothschild Holding
Switzerland
$26K +$24.9K +900 New
TFA
16
Transamerica Financial Advisors
Florida
$6K +$4.59K +166 +830%
UBS Group
17
UBS Group
Switzerland
$1K +$1.38K +50 New
GIM
18
Guild Investment Management
California
-$1.09M -40,000 Closed
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
-$986K -36,041 Closed
PAG
20
Private Advisor Group
New Jersey
-$256K -9,400 Closed
Canada Life
21
Canada Life
Manitoba, Canada
-$5K -200 Closed
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
-$5K -200 Closed
ASN
23
Advisory Services Network
Georgia
-$1K -50 Closed

SJB Hedge Fund Activity: Q3 2015 in Review

18 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in ProShares Short High Yield (SJB) for Q3 2015, worth a combined $56.2M — up 574% from $8.33M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SJB positions and 6 closed out — a net gain of 1 holder — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $27M. The largest seller was Guild Investment Management, exiting entirely with an estimated $1.09M sold.

  • 18 institutional investors held ProShares Short High Yield (SJB) as of Q3 2015, up from 17 in Q2 2015.
  • Funds reported $56.2M of ProShares Short High Yield stock for Q3 2015, up 574% quarter-over-quarter.
  • 7 funds opened new ProShares Short High Yield positions in Q3 2015 and 6 closed out, a net change of +1 holder.
  • The largest ProShares Short High Yield buyer in Q3 2015 was Brookstone Capital Management, an estimated $27M added.
  • The largest ProShares Short High Yield seller in Q3 2015 was Guild Investment Management, an estimated $1.09M sold.

Based on aggregated 13F filings for Q3 2015.