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ProShares UltraPro Short S&P 500

29 hedge funds and large institutions have $21.8M invested in ProShares UltraPro Short S&P 500 in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% less ownership

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

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

17% less funds holding

Funds holding: 3529 (-6)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

62% less capital invested

Capital invested by funds: $57.6M → $21.8M (-$35.9M)

73% less call options, than puts

Call options by funds: $24.3M | Put options by funds: $89.3M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
29
Holders Change
-6
Holders Change %
-17.14%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
6
Reduced
7
Closed
17
Calls
$24.3M
Puts
$89.3M
Net Calls
-$65M
Net Calls Change
+$4.19M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1
Tocqueville Asset Management
New York
$4.73M
MWP
2
MYCIO Wealth Partners
Pennsylvania
$2.9M +$930K +66 +36%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.5M +$1.89M +134 +163%
CHAM
4
Clear Harbor Asset Management
Connecticut
$1.56M +$1.89M +134 New
JT
5
Jump Trading
Illinois
$1.39M +$1.11M +79 +193%
Morgan Stanley
6
Morgan Stanley
New York
$1.19M -$6.59M -468 -82%
WAM
7
Wellesley Asset Management
New Hampshire
$1.05M +$1.28M +91 New
Two Sigma Advisers
8
Two Sigma Advisers
New York
$838K +$1.01M +72 New
TH
9
Timber Hill
Connecticut
$805K -$409K -29 -30%
AAA
10
Adams Asset Advisors
Texas
$753K
TCM
11
Tanaka Capital Management
New York
$641K +$775K +55 New
EDRH
12
Edmond de Rothschild Holding
Switzerland
$580K +$282K +20 +67%
EDRS
13
Edmond de Rothschild (Suisse)
Switzerland
$580K +$282K +20 +67%
JG
14
Jefferies Group
New York
$539K -$3.07M -218 -82%
Barclays
15
Barclays
United Kingdom
$386K -$6.36M -451 -93%
TSS
16
Two Sigma Securities
New York
$356K -$1.21M -86 -74%
Walleye Trading
17
Walleye Trading
New York
$279K +$183K +13 +118%
OIA
18
Optimum Investment Advisors
Illinois
$213K +$254K +18 New
DBT
19
Dubuque Bank & Trust
Iowa
$121K +$141K +10 New
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$87K +$113K +8 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$77K -$14.1K -1 -13%
GWM
22
Gupta Wealth Management
California
$58K -$70.5K -5 -50%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$30K +$28.2K +2 New
ACM
24
Argentus Capital Management
Texas
$21K +$28.2K +2 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$18K

SPXU Hedge Fund Activity: Q1 2016 in Review

29 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraPro Short S&P 500 (SPXU) for Q1 2016, worth a combined $21.8M — down 62% from $57.6M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SPXU and 11 opened new positions — a net loss of 6 holders — while 7 trimmed existing stakes and 6 added.

The largest buyer was Clear Harbor Asset Management, opening a new position worth an estimated $1.89M. The largest seller was Leonard Capital Management, exiting entirely with an estimated $12.4M sold.

  • 29 institutional investors held ProShares UltraPro Short S&P 500 (SPXU) as of Q1 2016, down from 35 in Q4 2015.
  • Funds reported $21.8M of ProShares UltraPro Short S&P 500 stock for Q1 2016, down 62% quarter-over-quarter.
  • 11 funds opened new ProShares UltraPro Short S&P 500 positions in Q1 2016 and 17 closed out, a net change of -6 holders.
  • The largest ProShares UltraPro Short S&P 500 buyer in Q1 2016 was Clear Harbor Asset Management, an estimated $1.89M added.
  • The largest ProShares UltraPro Short S&P 500 seller in Q1 2016 was Leonard Capital Management, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2016.