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ProShares Ultra S&P500

93 hedge funds and large institutions have $217M invested in ProShares Ultra S&P500 in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 40 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 10293 (-9)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

31% less call options, than puts

Call options by funds: $129M | Put options by funds: $186M

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

45% less capital invested

Capital invested by funds: $393M → $217M (-$176M)

53% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 40

98.04% less ownership

Funds ownership: 266.9%168.86% (-98%)

Holders
93
Holders Change
-9
Holders Change %
-8.82%
% of All Funds
2.48%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
13
Increased
19
Reduced
40
Closed
20
Calls
$129M
Puts
$186M
Net Calls
-$57.3M
Net Calls Change
-$33.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1
Tuttle Capital Management
Connecticut
$44.4M -$17.8M -2,203,808 -29%
GHF
2
Good Harbor Financial
Illinois
$27M -$15.1M -1,874,256 -36%
KAM
3
Kazazian Asset Management
Florida
$17M -$13.5M -1,681,168 -44%
LPL Financial
4
LPL Financial
California
$15.9M -$1.54M -190,912 -9%
Goldman Sachs
5
Goldman Sachs
New York
$12.3M -$494K -61,296 -4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.45M -$2.56M -317,952 -21%
VKH
7
Virtu KCG Holdings
New York
$6.78M +$3.82M +474,608 +130%
SG Americas Securities
8
SG Americas Securities
New York
$6.46M +$6.45M +800,000 New
AP
9
Advisors Preferred
Maryland
$5.87M -$824K -102,272 -12%
HighTower Advisors
10
HighTower Advisors
Illinois
$5.87M
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$5.46M -$17.5M -2,176,528 -76%
AWE
12
Avidian Wealth Enterprises
Texas
$5.22M +$4.2M +521,072 +418%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.92M +$1.91M +237,536 +64%
TFA
14
Toth Financial Advisory
Virginia
$4.19M -$362K -44,864 -8%
GC
15
Gruss & Co
Florida
$3.88M
Two Sigma Investments
16
Two Sigma Investments
New York
$3.82M +$2.05M +254,400 +117%
AMG
17
Asset Management Group
Connecticut
$2.43M +$4.51K +560 +0.2%
MSP
18
Madison Street Partners
Colorado
$1.94M +$1.93M +240,000 New
Two Sigma Advisers
19
Two Sigma Advisers
New York
$1.86M -$1.44M -178,880 -44%
BCA
20
Bray Capital Advisors
Florida
$1.65M
Citigroup
21
Citigroup
New York
$1.53M -$352K -43,728 -19%
CICI
22
Capital Investment Counsel Inc
North Carolina
$1.49M
Millennium Management
23
Millennium Management
New York
$1.47M +$1.46M +181,472 New
BCM
24
Beck Capital Management
Texas
$1.47M +$657K +81,536 +82%
VAM
25
Visionary Asset Management
Texas
$1.32M -$992K -123,088 -43%

SSO Hedge Fund Activity: Q1 2015 in Review

93 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra S&P500 (SSO) for Q1 2015, worth a combined $217M — down 45% from $393M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SSO and 13 opened new positions — a net loss of 7 holders — while 40 trimmed existing stakes and 19 added.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $6.45M. The largest seller was Syntal Capital Partners, exiting entirely with an estimated $46.6M sold.

  • 93 institutional investors held ProShares Ultra S&P500 (SSO) as of Q1 2015, down from 102 in Q4 2014.
  • Funds reported $217M of ProShares Ultra S&P500 stock for Q1 2015, down 45% quarter-over-quarter.
  • 13 funds opened new ProShares Ultra S&P500 positions in Q1 2015 and 20 closed out, a net change of -7 holders.
  • The largest ProShares Ultra S&P500 buyer in Q1 2015 was SG Americas Securities, an estimated $6.45M added.
  • The largest ProShares Ultra S&P500 seller in Q1 2015 was Syntal Capital Partners, an estimated $46.6M sold.

Based on aggregated 13F filings for Q1 2015.