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ProShares Short High Yield

28 hedge funds and large institutions have $103M invested in ProShares Short High Yield in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more capital invested

Capital invested by funds: $75.3M → $103M (+$27.8M)

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

17.95% more ownership

Funds ownership: 37.45%55.4% (+18%)

8% more funds holding

Funds holding: 2628 (+2)

50% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 12

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5.46M

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
6
Reduced
12
Closed
6
Calls
Puts
$5.46M
Net Calls
-$5.46M
Net Calls Change
-$5.46M
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
1
Flow Traders U.S.
New York
$28.8M +$29.7M +1,099,766 New
BCM
2
Brookstone Capital Management
Illinois
$23.8M +$3.79M +140,373 +18%
Wells Fargo
3
Wells Fargo
California
$23.1M -$2.13M -78,917 -8%
JP Morgan Chase
4
JP Morgan Chase
New York
$5.9M +$2.02M +75,000 +50%
Macquarie Group
5
Macquarie Group
Australia
$5.13M +$2.64M +97,700 +100%
IA
6
IFP Advisors
Florida
$3.41M +$3.51M +130,117 New
Bank of America
7
Bank of America
North Carolina
$1.42M +$1.46M +54,000 New
VF
8
Virtu Financial
New York
$1.39M +$158K +5,856 +12%
LPL Financial
9
LPL Financial
California
$1.38M -$3.98M -147,702 -74%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.22M -$287K -10,657 -19%
Jane Street
11
Jane Street
New York
$1.17M +$1.2M +44,538 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$933K -$1.31M -48,509 -58%
EDRH
13
Edmond de Rothschild Holding
Switzerland
$811K -$212K -7,860 -20%
EDRS
14
Edmond de Rothschild (Suisse)
Switzerland
$811K -$212K -7,860 -20%
KC
15
Kingfisher Capital
North Carolina
$661K +$679K +25,188 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$524K -$34.5K -1,280 -6%
ECM
17
Evergreen Capital Management
Washington
$442K -$8.77K -325 -2%
Wolverine Trading
18
Wolverine Trading
Illinois
$376K +$384K +14,220 New
WS
19
Wedbush Securities
California
$341K -$5.39K -200 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$328K +$337K +12,502 New
AI
21
Atria Investments
North Carolina
$275K +$78.6K +2,913 +38%
IC
22
InterOcean Capital
Illinois
$274K -$25.5K -946 -8%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$273K +$1.05K +39 +0.4%
Morgan Stanley
24
Morgan Stanley
New York
$239K -$88.6K -3,284 -27%
CG
25
Cutler Group
California
$127K -$24.3K -900 -16%

SJB Hedge Fund Activity: Q2 2016 in Review

28 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in ProShares Short High Yield (SJB) for Q2 2016, worth a combined $103M — up 37% from $75.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SJB positions and 6 closed out — a net gain of 2 holders — while 6 added to existing stakes and 12 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $29.7M. The largest seller was LPL Financial, cutting an estimated $3.98M.

  • 28 institutional investors held ProShares Short High Yield (SJB) as of Q2 2016, up from 26 in Q1 2016.
  • Funds reported $103M of ProShares Short High Yield stock for Q2 2016, up 37% quarter-over-quarter.
  • 8 funds opened new ProShares Short High Yield positions in Q2 2016 and 6 closed out, a net change of +2 holders.
  • The largest ProShares Short High Yield buyer in Q2 2016 was Flow Traders U.S., an estimated $29.7M added.
  • The largest ProShares Short High Yield seller in Q2 2016 was LPL Financial, an estimated $3.98M sold.

Based on aggregated 13F filings for Q2 2016.