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ProShares UltraShort Real Estate

22 hedge funds and large institutions have $19.8M invested in ProShares UltraShort Real Estate in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $4.98M | Put options by funds: $1.96M

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

0.08% less ownership

Funds ownership: 1.2%1.13% (-0.08%)

5% less capital invested

Capital invested by funds: $20.8M → $19.8M (-$989K)

4% less funds holding

Funds holding: 2322 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
7
Reduced
4
Closed
4
Calls
$4.98M
Puts
$1.96M
Net Calls
+$3.02M
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$6.05M -$745K -1,095 -11%
ECM
2
Evergreen Capital Management
Washington
$2.7M -$32.6K -48 -1%
Deutsche Bank
3
Deutsche Bank
Germany
$2.34M -$1.59M -2,344 -41%
RCM
4
Regiment Capital Management
Massachusetts
$1.72M
TH
5
Timber Hill
Connecticut
$1.6M +$8.16K +12 +0.5%
VF
6
Virtu Financial
New York
$1.47M +$894K +1,314 +161%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.36M +$867K +1,275 +184%
IA
8
IndexIQ Advisors
New York
$907K +$165K +242 +23%
TRCT
9
Tower Research Capital (TRC)
New York
$678K +$203K +299 +44%
Barclays
10
Barclays
United Kingdom
$553K +$72.8K +107 +15%
BC
11
BMI Capital
New York
$227K -$23.1K -34 -9%
U
12
UBS
Switzerland
$110K +$109K +160 New
Bank of America
13
Bank of America
North Carolina
$74K +$33.3K +49 +84%
HI
14
Hudock Inc
Pennsylvania
$6K
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$3K
HCC
16
Hirtle Callaghan & Co
Pennsylvania
$3K
CLOS
17
Compagnie Lombard Odier SCmA
Switzerland
$3K +$2.72K +4 New
Citigroup
18
Citigroup
New York
$1K
Creative Planning
19
Creative Planning
Kansas
$1K
PAS
20
Partnervest Advisory Services
California
$1K
US Bancorp
21
US Bancorp
Minnesota
$1K
Morgan Stanley
22
Morgan Stanley
New York
$1K +$680 +1 New
LPL Financial
23
LPL Financial
California
-$620K -929 Closed
Walleye Trading
24
Walleye Trading
New York
-$11.6K -17 Closed

SRS Hedge Fund Activity: Q4 2013 in Review

22 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraShort Real Estate (SRS) for Q4 2013, worth a combined $19.8M — down 4.8% from $20.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SRS and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 7 added.

The largest buyer was Virtu Financial, adding an estimated $894K. The largest seller was Deutsche Bank, cutting an estimated $1.59M.

  • 22 institutional investors held ProShares UltraShort Real Estate (SRS) as of Q4 2013, down from 23 in Q3 2013.
  • Funds reported $19.8M of ProShares UltraShort Real Estate stock for Q4 2013, down 4.8% quarter-over-quarter.
  • 3 funds opened new ProShares UltraShort Real Estate positions in Q4 2013 and 4 closed out, a net change of -1 holder.
  • The largest ProShares UltraShort Real Estate buyer in Q4 2013 was Virtu Financial, an estimated $894K added.
  • The largest ProShares UltraShort Real Estate seller in Q4 2013 was Deutsche Bank, an estimated $1.59M sold.

Based on aggregated 13F filings for Q4 2013.