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ProShares Trust UltraShort Lehman 20+ Year Treasury

147 hedge funds and large institutions have $366M invested in ProShares Trust UltraShort Lehman 20+ Year Treasury in 2013 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 50 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

1% less funds holding

Funds holding: 149147 (-2)

6.78% less ownership

Funds ownership: 16.17%9.39% (-6.8%)

18% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 50

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

28% less call options, than puts

Call options by funds: $740M | Put options by funds: $1.03B

42% less capital invested

Capital invested by funds: $637M → $366M (-$270M)

Holders
147
Holders Change
-2
Holders Change %
-1.34%
% of All Funds
4.77%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.19%
New
29
Increased
41
Reduced
50
Closed
30
Calls
$740M
Puts
$1.03B
Net Calls
-$290M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
1
Deutsche Bank
Germany
$36.5M +$3.46M +44,887 +10%
LPL Financial
2
LPL Financial
California
$23.9M +$6.07M +78,745 +34%
Bank of America
3
Bank of America
North Carolina
$22.3M -$29.1M -376,708 -56%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$21.8M +$1.52M +19,772 +7%
Goldman Sachs
5
Goldman Sachs
New York
$21.2M -$8.96M -116,182 -29%
BOTW
6
Bank of the West
California
$16.4M +$2.87M +37,199 +21%
CCM
7
Cobalt Capital Management
New Jersey
$15.5M +$4.3M +55,800 +37%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$12.7M -$190M -2,466,751 -94%
BCM
9
BBT Capital Management
Texas
$12.6M -$1.43M -18,600 -10%
U
10
UBS
Switzerland
$11.8M +$10.3M +133,839 +588%
LHC
11
Levy Harkins & Co
New York
$10.7M +$474K +6,150 +5%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$9.32M +$1.08M +13,945 +13%
BF
13
BOK Financial
Oklahoma
$8.77M -$1.18M -15,275 -12%
TAL
14
TIG Advisors LLC
New York
$7.53M +$7.71M +100,000 New
Millennium Management
15
Millennium Management
New York
$6.93M +$7.1M +92,108 New
CA
16
Commerzbank Aktiengesellschaft
Germany
$6.7M +$907K +11,760 +15%
UAS
17
United Asset Strategies
New York
$6.11M +$3.74M +48,470 +148%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.42M +$4.88M +63,281 +724%
Walleye Trading
19
Walleye Trading
New York
$5.29M +$5.42M +70,334 New
MCM
20
McGlinn Capital Management
Pennsylvania
$5.27M -$1.68M -21,725 -24%
CS
21
Credit Suisse
Switzerland
$4.5M -$1.93M -25,059 -30%
Jane Street
22
Jane Street
New York
$4.32M +$2.97M +38,450 +203%
Barclays
23
Barclays
United Kingdom
$3.85M -$6.5M -84,255 -62%
CM
24
Cascabel Management
New York
$3.76M -$3.86M -50,000 -50%
BCM
25
Buckhead Capital Management
Georgia
$3.76M

TBT Hedge Fund Activity: Q3 2013 in Review

147 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) for Q3 2013, worth a combined $366M — down 42% from $637M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of TBT and 29 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 41 added.

The largest buyer was UBS, adding an estimated $10.3M. The largest seller was Susquehanna International Group, cutting an estimated $190M.

  • 147 institutional investors held ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) as of Q3 2013, down from 149 in Q2 2013.
  • Funds reported $366M of ProShares Trust UltraShort Lehman 20+ Year Treasury stock for Q3 2013, down 42% quarter-over-quarter.
  • 29 funds opened new ProShares Trust UltraShort Lehman 20+ Year Treasury positions in Q3 2013 and 30 closed out, a net change of -1 holder.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury buyer in Q3 2013 was UBS, an estimated $10.3M added.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury seller in Q3 2013 was Susquehanna International Group, an estimated $190M sold.

Based on aggregated 13F filings for Q3 2013.