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ProShares UltraPro Short S&P 500

28 hedge funds and large institutions have $56.9M invested in ProShares UltraPro Short S&P 500 in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more call options, than puts

Call options by funds: $43.2M | Put options by funds: $12.8M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less ownership

Funds ownership: 0.03%0.03% (-0%)

13% less funds holding

Funds holding: 3228 (-4)

14% less capital invested

Capital invested by funds: $66M → $56.9M (-$9.05M)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
28
Holders Change
-4
Holders Change %
-12.5%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
5
Reduced
6
Closed
15
Calls
$43.2M
Puts
$12.8M
Net Calls
+$30.3M
Net Calls Change
+$5.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$24.6M -$4.8M -262 -16%
VCAM
2
Valentine Capital Asset Management
California
$10.2M +$10.3M +564 New
AGM
3
Alpine Global Management
New York
$4.08M -$9.62M -525 -70%
TRCT
4
Tower Research Capital (TRC)
New York
$3.92M +$3.96M +216 New
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$2.11M +$2.13M +116 New
BIC
6
Beach Investment Counsel
Pennsylvania
$2.03M +$1.36M +74 +195%
AAA
7
Adams Asset Advisors
Texas
$1.91M +$1.92M +105 New
CCM
8
Cadence Capital Management
Massachusetts
$1.2M +$550K +30 +83%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.18M +$1.19M +65 New
WA
10
WFG Advisors
Texas
$873K +$880K +48 New
TH
11
Timber Hill
Connecticut
$731K -$458K -25 -38%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$610K +$202K +11 +48%
Barclays
13
Barclays
United Kingdom
$480K -$495K -27 -50%
GA
14
GFS Advisors
Texas
$454K +$458K +25 New
BHA
15
Beech Hill Advisors
New York
$447K +$183K +10 +67%
Jane Street
16
Jane Street
New York
$442K +$440K +24 New
Morgan Stanley
17
Morgan Stanley
New York
$381K -$91.7K -5 -19%
YP
18
Yellowstone Partners
Idaho
$277K -$18.3K -1 -6%
U
19
UBS
Switzerland
$250K +$165K +9 +180%
SRC
20
Stone Run Capital
New York
$227K
BRWM
21
B. Riley Wealth Management
Tennessee
$181K +$183K +10 New
BKBG
22
BHF Kleinwort Benson Group
Belgium
$64K
ST
23
Stifel Trust
Missouri
$59K
Bank of America
24
Bank of America
North Carolina
$43K +$36.7K +2 New
HCM
25
Highlander Capital Management
New Jersey
$27.2K

SPXU Hedge Fund Activity: Q3 2014 in Review

28 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraPro Short S&P 500 (SPXU) for Q3 2014, worth a combined $56.9M — down 14% from $66M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SPXU and 11 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 5 added.

The largest buyer was Valentine Capital Asset Management, opening a new position worth an estimated $10.3M. The largest seller was Alpine Global Management, cutting an estimated $9.62M.

  • 28 institutional investors held ProShares UltraPro Short S&P 500 (SPXU) as of Q3 2014, down from 32 in Q2 2014.
  • Funds reported $56.9M of ProShares UltraPro Short S&P 500 stock for Q3 2014, down 14% quarter-over-quarter.
  • 11 funds opened new ProShares UltraPro Short S&P 500 positions in Q3 2014 and 15 closed out, a net change of -4 holders.
  • The largest ProShares UltraPro Short S&P 500 buyer in Q3 2014 was Valentine Capital Asset Management, an estimated $10.3M added.
  • The largest ProShares UltraPro Short S&P 500 seller in Q3 2014 was Alpine Global Management, an estimated $9.62M sold.

Based on aggregated 13F filings for Q3 2014.