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ProShares Trust UltraShort Lehman 20+ Year Treasury

151 hedge funds and large institutions have $350M invested in ProShares Trust UltraShort Lehman 20+ Year Treasury in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 25 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $756M | Put options by funds: $468M

22% more capital invested

Capital invested by funds: $287M → $350M (+$63.6M)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

1% more funds holding

Funds holding: 150151 (+1)

0.21% less ownership

Funds ownership: 10.66%10.45% (-0.21%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

50% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 50

Holders
151
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
4.07%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
26
Increased
25
Reduced
50
Closed
24
Calls
$756M
Puts
$468M
Net Calls
+$288M
Net Calls Change
+$214M
Name Holding Trade Value Shares
Change
Change in
Stake
SGC
126
South Georgia Capital
Illinois
$25K
DA
127
Dunvegan Associates
California
$25K +$23.4K +500 New
BCM
128
Brookstone Capital Management
Illinois
$23K +$21.3K +456 New
RCG
129
Ruggie Capital Group
Florida
$22K +$1.08K +23 +6%
BL
130
Balentine LLC
Georgia
$17K
CCA
131
Catalyst Capital Advisors
New York
$15K
First Manhattan
132
First Manhattan
New York
$14K +$13.8K +295 New
Canada Life
133
Canada Life
Manitoba, Canada
$13K
CC
134
Cassaday & Co
Virginia
$13K
BAM
135
Brave Asset Management
New Jersey
$12K
HI
136
Hudock Inc
Pennsylvania
$11K
RIA
137
Regal Investment Advisors
Michigan
$11K
FNYS
138
First New York Securities
New York
$9.96K -$4.68K -100 -33%
LFR
139
Lehman Financial Resources
Pennsylvania
$9K
ST
140
Spot Trading
Illinois
$8K -$226K -4,820 -97%
AIG
141
American International Group
New York
$6.47K +$3.74K +80 +160%
ANBT
142
American National Bank & Trust
Texas
$6K
TWA
143
TCI Wealth Advisors
Arizona
$6K
WA
144
WFG Advisors
Texas
$4K -$4.68K -100 -57%
AF
145
Allworth Financial
California
$3K
IF
146
Ironwood Financial
Arizona
$3K
OC
147
Oakworth Capital
Alabama
$3K +$3.51K +75 New
NFG
148
Next Financial Group
Texas
$2K
DBT
149
Dubuque Bank & Trust
Iowa
$2K +$2.34K +50 New
GI
150
Gradient Investments
Minnesota
$1K -$2.11K -45 -73%

TBT Hedge Fund Activity: Q2 2015 in Review

151 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) for Q2 2015, worth a combined $350M — up 22% from $287M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new TBT positions and 24 closed out — a net gain of 2 holders — while 25 added to existing stakes and 50 trimmed.

The largest buyer was Nan Shan Life Insurance, adding an estimated $81.5M. The largest seller was Credit Suisse, cutting an estimated $32.8M.

  • 151 institutional investors held ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) as of Q2 2015, up from 150 in Q1 2015.
  • Funds reported $350M of ProShares Trust UltraShort Lehman 20+ Year Treasury stock for Q2 2015, up 22% quarter-over-quarter.
  • 26 funds opened new ProShares Trust UltraShort Lehman 20+ Year Treasury positions in Q2 2015 and 24 closed out, a net change of +2 holders.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury buyer in Q2 2015 was Nan Shan Life Insurance, an estimated $81.5M added.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury seller in Q2 2015 was Credit Suisse, an estimated $32.8M sold.

Based on aggregated 13F filings for Q2 2015.