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ProShares UltraShort Real Estate

19 hedge funds and large institutions have $17.2M invested in ProShares UltraShort Real Estate in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $844K

20% more capital invested

Capital invested by funds: $14.3M → $17.2M (+$2.88M)

0.12% more ownership

Funds ownership: 1.01%1.13% (+0.12%)

5% less funds holding

Funds holding: 2019 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
5
Closed
5
Calls
$1.98M
Puts
$844K
Net Calls
+$1.14M
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$4.49M -$43K -88 -1%
ECM
2
Evergreen Capital Management
Washington
$4.08M +$107K +219 +3%
SG Americas Securities
3
SG Americas Securities
New York
$2.45M +$2.29M +4,688 New
Deutsche Bank
4
Deutsche Bank
Germany
$1.77M
VF
5
Virtu Financial
New York
$1.37M -$643K -1,317 -33%
RCM
6
Regiment Capital Management
Massachusetts
$1.3M
TH
7
Timber Hill
Connecticut
$690K -$311K -637 -33%
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$502K +$469K +961 New
Citadel Advisors
9
Citadel Advisors
Florida
$252K +$175K +359 +290%
RJA
10
Raymond James & Associates
Florida
$245K +$229K +469 New
Barclays
11
Barclays
United Kingdom
$24K +$15.1K +31 +194%
U
12
UBS
Switzerland
$15K -$30.3K -62 -68%
Bank of America
13
Bank of America
North Carolina
$13K +$6.84K +14 +127%
Morgan Stanley
14
Morgan Stanley
New York
$13K +$12.2K +25 New
HI
15
Hudock Inc
Pennsylvania
$5K
CLOS
16
Compagnie Lombard Odier SCmA
Switzerland
$2K
Citigroup
17
Citigroup
New York
$1K
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1K
OAM
19
Orinda Asset Management
California
-$78K -156 Closed
WA
20
WFG Advisors
Texas
-$70K -140 Closed
BRWA
21
B. Riley Wealth Advisors
Florida
-$13.3K -27 Closed
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
-$2K -4 Closed
Walleye Trading
23
Walleye Trading
New York
-$1.95K -4 -80%
PAS
24
Partnervest Advisory Services
California
-$1K -1 Closed

SRS Hedge Fund Activity: Q3 2014 in Review

19 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraShort Real Estate (SRS) for Q3 2014, worth a combined $17.2M — up 20% from $14.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SRS and 4 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 4 added.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $2.29M. The largest seller was Virtu Financial, cutting an estimated $643K.

  • 19 institutional investors held ProShares UltraShort Real Estate (SRS) as of Q3 2014, down from 20 in Q2 2014.
  • Funds reported $17.2M of ProShares UltraShort Real Estate stock for Q3 2014, up 20% quarter-over-quarter.
  • 4 funds opened new ProShares UltraShort Real Estate positions in Q3 2014 and 5 closed out, a net change of -1 holder.
  • The largest ProShares UltraShort Real Estate buyer in Q3 2014 was SG Americas Securities, an estimated $2.29M added.
  • The largest ProShares UltraShort Real Estate seller in Q3 2014 was Virtu Financial, an estimated $643K sold.

Based on aggregated 13F filings for Q3 2014.