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ProShares Short High Yield

26 hedge funds and large institutions have $75.3M invested in ProShares Short High Yield in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $62.2M → $75.3M (+$13.2M)

8.51% more ownership

Funds ownership: 28.94%37.45% (+8.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 2726 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
8
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$26.6M +$10.3M +357,422 +59%
BCM
2
Brookstone Capital Management
Illinois
$21.3M -$5.26M -182,350 -19%
LPL Financial
3
LPL Financial
California
$5.59M +$3.87M +134,230 +204%
JP Morgan Chase
4
JP Morgan Chase
New York
$4.16M
HTI
5
Hikari Tsushin Inc
Japan
$2.76M +$2.87M +99,692 New
Macquarie Group
6
Macquarie Group
Australia
$2.71M -$222K -7,700 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.33M +$1.68M +58,234 +225%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.59M +$665K +23,052 +67%
VF
9
Virtu Financial
New York
$1.3M +$1.36M +47,014 New
EDRH
10
Edmond de Rothschild Holding
Switzerland
$1.07M +$1.09M +37,873 +4,208%
EDRS
11
Edmond de Rothschild (Suisse)
Switzerland
$1.07M +$1.12M +38,773 New
SMH
12
Sanders Morris Harris
Texas
$945K +$983K +34,090 New
JG
13
Jefferies Group
New York
$786K -$311K -10,781 -28%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$594K -$189K -6,566 -24%
ECM
15
Evergreen Capital Management
Washington
$476K -$3.46K -120 -0.7%
Citadel Advisors
16
Citadel Advisors
Florida
$368K +$104K +3,621 +38%
WS
17
Wedbush Securities
California
$366K +$86.5K +3,000 +29%
Morgan Stanley
18
Morgan Stanley
New York
$343K -$113K -3,928 -24%
IC
19
InterOcean Capital
Illinois
$316K -$25.4K -880 -7%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$288K -$30K -1,039 -9%
AI
21
Atria Investments
North Carolina
$212K +$221K +7,650 New
CG
22
Cutler Group
California
$160K +$121K +4,200 +266%
AIG
23
American International Group
New York
$5K -$11.5K -400 -70%
GI
24
Gradient Investments
Minnesota
$3K +$3.55K +123 New
TFA
25
Transamerica Financial Advisors
Florida
$1K -$3.83K -133 -92%

SJB Hedge Fund Activity: Q1 2016 in Review

26 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ProShares Short High Yield (SJB) for Q1 2016, worth a combined $75.3M — up 21% from $62.2M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SJB and 6 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 8 added.

The largest buyer was Wells Fargo, adding an estimated $10.3M. The largest seller was Brookstone Capital Management, cutting an estimated $5.26M.

  • 26 institutional investors held ProShares Short High Yield (SJB) as of Q1 2016, down from 27 in Q4 2015.
  • Funds reported $75.3M of ProShares Short High Yield stock for Q1 2016, up 21% quarter-over-quarter.
  • 6 funds opened new ProShares Short High Yield positions in Q1 2016 and 7 closed out, a net change of -1 holder.
  • The largest ProShares Short High Yield buyer in Q1 2016 was Wells Fargo, an estimated $10.3M added.
  • The largest ProShares Short High Yield seller in Q1 2016 was Brookstone Capital Management, an estimated $5.26M sold.

Based on aggregated 13F filings for Q1 2016.