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ProShares UltraShort Real Estate

21 hedge funds and large institutions have $11.7M invested in ProShares UltraShort Real Estate in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $1.61M

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

11% more funds holding

Funds holding: 1921 (+2)

0.21% less ownership

Funds ownership: 1.13%0.92% (-0.21%)

32% less capital invested

Capital invested by funds: $17.2M → $11.7M (-$5.5M)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
3
Reduced
5
Closed
5
Calls
$3.29M
Puts
$1.61M
Net Calls
+$1.67M
Net Calls Change
+$538K
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
1
Evergreen Capital Management
Washington
$4.07M -$5.33K -12 -0.2%
SG Americas Securities
2
SG Americas Securities
New York
$1.91M
AAA
3
Adams Asset Advisors
Texas
$1.6M +$583K +1,313 New
RCM
4
Regiment Capital Management
Massachusetts
$1.01M
Goldman Sachs
5
Goldman Sachs
New York
$969K -$2.76M -6,215 -72%
VF
6
Virtu Financial
New York
$623K -$490K -1,102 -42%
TH
7
Timber Hill
Connecticut
$599K +$64.9K +146 +11%
Deutsche Bank
8
Deutsche Bank
Germany
$411K -$1.06M -2,375 -70%
Citadel Advisors
9
Citadel Advisors
Florida
$181K -$16.9K -38 -8%
TRCT
10
Tower Research Capital (TRC)
New York
$137K +$149K +336 New
WAM
11
Wolverine Asset Management
Illinois
$115K +$126K +284 New
UBS Group
12
UBS Group
Switzerland
$65K +$70.7K +159 New
HI
13
Hudock Inc
Pennsylvania
$4K
IC
14
Intersect Capital
California
$4K +$4K +9 New
CLOS
15
Compagnie Lombard Odier SCmA
Switzerland
$2K +$444 +1 +25%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$2K +$1.78K +4 New
Walleye Trading
17
Walleye Trading
New York
$2K +$1.78K +4 +400%
RC
18
RegentAtlantic Capital
New Jersey
$331 +$444 +1 New
BRWA
19
B. Riley Wealth Advisors
Florida
$1 +$444 +1 New
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
-$502K -961 Closed
RJA
21
Raymond James & Associates
Florida
-$245K -469 Closed
Barclays
22
Barclays
United Kingdom
-$20.9K -47 Closed
Bank of America
23
Bank of America
North Carolina
-$13K -25 Closed
Morgan Stanley
24
Morgan Stanley
New York
-$13K -25 Closed

SRS Hedge Fund Activity: Q4 2014 in Review

21 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraShort Real Estate (SRS) for Q4 2014, worth a combined $11.7M — down 32% from $17.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SRS positions and 5 closed out — a net gain of 3 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was Adams Asset Advisors, opening a new position worth an estimated $583K. The largest seller was Goldman Sachs, cutting an estimated $2.76M.

  • 21 institutional investors held ProShares UltraShort Real Estate (SRS) as of Q4 2014, up from 19 in Q3 2014.
  • Funds reported $11.7M of ProShares UltraShort Real Estate stock for Q4 2014, down 32% quarter-over-quarter.
  • 8 funds opened new ProShares UltraShort Real Estate positions in Q4 2014 and 5 closed out, a net change of +3 holders.
  • The largest ProShares UltraShort Real Estate buyer in Q4 2014 was Adams Asset Advisors, an estimated $583K added.
  • The largest ProShares UltraShort Real Estate seller in Q4 2014 was Goldman Sachs, an estimated $2.76M sold.

Based on aggregated 13F filings for Q4 2014.