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ProShares Trust UltraShort Lehman 20+ Year Treasury

133 hedge funds and large institutions have $208M invested in ProShares Trust UltraShort Lehman 20+ Year Treasury in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 18 increasing their positions, 41 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% more ownership

Funds ownership: 10.03%10.71% (+0.69%)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

3% less funds holding

Funds holding: 137133 (-4)

14% less call options, than puts

Call options by funds: $182M | Put options by funds: $212M

20% less capital invested

Capital invested by funds: $260M → $208M (-$52.2M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

56% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 41

Holders
133
Holders Change
-4
Holders Change %
-2.92%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
25
Increased
18
Reduced
41
Closed
26
Calls
$182M
Puts
$212M
Net Calls
-$30.1M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$22K -$89K -2,300 -79%
VIA
102
Vantage Investment Advisors
Pennsylvania
$21K
BCM
103
Blume Capital Management
California
$19K
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$18K
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$17K -$23.6K -609 -57%
Wells Fargo
106
Wells Fargo
California
$16K -$195K -5,046 -92%
RCG
107
Ruggie Capital Group
Florida
$15K +$16.1K +415 New
BL
108
Balentine LLC
Georgia
$13K
CCA
109
Catalyst Capital Advisors
New York
$11K
LWAC
110
Laurel Wealth Advisors (California)
California
$11K +$11.6K +300 New
BAM
111
Brave Asset Management
New Jersey
$9K
PFO
112
Pathstone Family Office
New Jersey
$9K +$9.17K +237 New
HI
113
Hudock Inc
Pennsylvania
$8K
CG
114
Cutler Group
California
$7K -$1.05M -27,101 -99%
DADC
115
D.A. Davidson & Co
Montana
$7K -$73.2K -1,892 -90%
CC
116
Cassaday & Co
Virginia
$7K -$2.71K -70 -28%
TFA
117
Transamerica Financial Advisors
Florida
$6K
FNYS
118
First New York Securities
New York
$5.16K +$5.42K +140 New
ANBT
119
American National Bank & Trust
Texas
$5K
TWA
120
TCI Wealth Advisors
Arizona
$5K
CDIA
121
Capital Directions Investment Advisors
Georgia
$3K
FIB
122
First Interstate Bank
Montana
$3K
OC
123
Oakworth Capital
Alabama
$3K
MFS
124
MSI Financial Services
Massachusetts
$3K +$2.9K +75 New
AWM
125
Avior Wealth Management
Nebraska
$3K +$3.37K +87 New

TBT Hedge Fund Activity: Q1 2016 in Review

133 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) for Q1 2016, worth a combined $208M — down 20% from $260M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of TBT and 25 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 18 added.

The largest buyer was Nan Shan Life Insurance, adding an estimated $61M. The largest seller was Jane Street, exiting entirely with an estimated $16M sold.

  • 133 institutional investors held ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) as of Q1 2016, down from 137 in Q4 2015.
  • Funds reported $208M of ProShares Trust UltraShort Lehman 20+ Year Treasury stock for Q1 2016, down 20% quarter-over-quarter.
  • 25 funds opened new ProShares Trust UltraShort Lehman 20+ Year Treasury positions in Q1 2016 and 26 closed out, a net change of -1 holder.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury buyer in Q1 2016 was Nan Shan Life Insurance, an estimated $61M added.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury seller in Q1 2016 was Jane Street, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2016.