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ProShares UltraPro Short S&P 500

26 hedge funds and large institutions have $23.6M invested in ProShares UltraPro Short S&P 500 in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $33M | Put options by funds: $15.4M

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

0.01% less ownership

Funds ownership: 0.03%0.02% (-0.01%)

7% less funds holding

Funds holding: 2826 (-2)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

58% less capital invested

Capital invested by funds: $56.9M → $23.6M (-$33.3M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
3
Reduced
4
Closed
13
Calls
$33M
Puts
$15.4M
Net Calls
+$17.6M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VCAM
1
Valentine Capital Asset Management
California
$6.7M -$2.09M -124 -22%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.36M +$3.74M +222 +342%
TAM
3
Tocqueville Asset Management
New York
$3.4M +$3.77M +224 New
TRCT
4
Tower Research Capital (TRC)
New York
$1.82M -$1.62M -96 -44%
VF
5
Virtu Financial
New York
$1.47M +$1.63M +97 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.01M +$556K +33 +97%
Morgan Stanley
7
Morgan Stanley
New York
$724K +$455K +27 +129%
Goldman Sachs
8
Goldman Sachs
New York
$665K +$741K +44 New
VHAM
9
Van Hulzen Asset Management
California
$650K +$725K +43 New
CS
10
Credit Suisse
Switzerland
$577K +$640K +38 New
JT
11
Jump Trading
Illinois
$546K +$607K +36 New
GA
12
GFS Advisors
Texas
$380K
VKH
13
Virtu KCG Holdings
New York
$333K +$371K +22 New
Two Sigma Advisers
14
Two Sigma Advisers
New York
$266K +$303K +18 New
SRC
15
Stone Run Capital
New York
$227K
Jane Street
16
Jane Street
New York
$213K -$168K -10 -42%
Citadel Advisors
17
Citadel Advisors
Florida
$112K +$118K +7 New
BKBG
18
BHF Kleinwort Benson Group
Belgium
$53K
UBS Group
19
UBS Group
Switzerland
$24K +$33.7K +2 New
Walleye Trading
20
Walleye Trading
New York
$22K +$16.9K +1 New
Creative Planning
21
Creative Planning
Kansas
$19K
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$12K -$1.94M -115 -99%
WAM
23
Wolverine Asset Management
Illinois
$11K
FNBT
24
FineMark National Bank & Trust
Florida
$10K
HNB
25
Huntington National Bank
Ohio
$10K

SPXU Hedge Fund Activity: Q4 2014 in Review

26 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraPro Short S&P 500 (SPXU) for Q4 2014, worth a combined $23.6M — down 58% from $56.9M a quarter earlier.

Fund positioning in SPXU was balanced in Q4 2014: 13 funds opened new positions, 13 closed out, 3 added to existing stakes and 4 trimmed.

The largest buyer was Tocqueville Asset Management, opening a new position worth an estimated $3.77M. The largest seller was Neuberger Berman Group, exiting entirely with an estimated $24.6M sold.

  • 26 institutional investors held ProShares UltraPro Short S&P 500 (SPXU) as of Q4 2014, down from 28 in Q3 2014.
  • Funds reported $23.6M of ProShares UltraPro Short S&P 500 stock for Q4 2014, down 58% quarter-over-quarter.
  • 13 funds opened new ProShares UltraPro Short S&P 500 positions in Q4 2014 and 13 closed out, a net change of 0 holders.
  • The largest ProShares UltraPro Short S&P 500 buyer in Q4 2014 was Tocqueville Asset Management, an estimated $3.77M added.
  • The largest ProShares UltraPro Short S&P 500 seller in Q4 2014 was Neuberger Berman Group, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2014.