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ProShares Trust UltraShort Lehman 20+ Year Treasury

150 hedge funds and large institutions have $287M invested in ProShares Trust UltraShort Lehman 20+ Year Treasury in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $430M | Put options by funds: $356M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.19% less ownership

Funds ownership: 10.84%10.66% (-0.19%)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

2% less funds holding

Funds holding: 153150 (-3)

12% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 43

14% less capital invested

Capital invested by funds: $331M → $287M (-$44.8M)

Holders
150
Holders Change
-3
Holders Change %
-1.96%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
29
Increased
38
Reduced
43
Closed
30
Calls
$430M
Puts
$356M
Net Calls
+$74.2M
Net Calls Change
+$309M
Name Holding Trade Value Shares
Change
Change in
Stake
NSLI
1
Nan Shan Life Insurance
Taiwan
$44M
CS
2
Credit Suisse
Switzerland
$33.7M -$260K -6,100 -0.8%
IWC
3
Integrated Wealth Counsel
California
$21.5M -$909K -21,290 -4%
JP Morgan Chase
4
JP Morgan Chase
New York
$18.1M +$14.9M +348,944 +415%
Goldman Sachs
5
Goldman Sachs
New York
$18M +$8.82M +206,765 +92%
Bank of America
6
Bank of America
North Carolina
$17.9M -$10.5M -245,791 -36%
LPL Financial
7
LPL Financial
California
$15.6M +$1.57M +36,720 +11%
PAM
8
PVG Asset Management
Colorado
$9.32M -$5.98M -140,129 -39%
TAM
9
Trust Asset Management
Texas
$9.19M
Morgan Stanley
10
Morgan Stanley
New York
$8.66M +$2.24M +52,462 +34%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$8.45M +$1.81M +42,510 +27%
UBS Group
12
UBS Group
Switzerland
$8.09M +$7.84M +183,806 +1,973%
Jane Street
13
Jane Street
New York
$4.21M -$13.9M -324,949 -76%
CG
14
Carlyle Group
District of Columbia
$3.8M -$4.1K -96 -0.1%
KCM
15
Key Colony Management
Arkansas
$3.6M
11A
16
10-15 Associates
New York
$3M -$19.5K -456 -0.6%
CA
17
Commerzbank Aktiengesellschaft
Germany
$2.95M -$479K -11,225 -14%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$2.94M +$318K +7,442 +12%
Millennium Management
19
Millennium Management
New York
$2.81M +$2.86M +67,110 New
IIA
20
IPG Investment Advisors
California
$2.78M +$449K +10,526 +19%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.71M -$679K -15,900 -20%
RJA
22
Raymond James & Associates
Florida
$2.62M +$2.2M +51,488 +466%
SCM
23
Seamans Capital Management
Massachusetts
$2.32M +$1.42M +33,350 +151%
Barclays
24
Barclays
United Kingdom
$2.31M -$743K -17,416 -24%
WPIC
25
White Pine Investment Company
Michigan
$2.11M +$15.8K +370 +0.7%

TBT Hedge Fund Activity: Q1 2015 in Review

150 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) for Q1 2015, worth a combined $287M — down 14% from $331M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of TBT and 29 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 38 added.

The largest buyer was JP Morgan Chase, adding an estimated $14.9M. The largest seller was Jane Street, cutting an estimated $13.9M.

  • 150 institutional investors held ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) as of Q1 2015, down from 153 in Q4 2014.
  • Funds reported $287M of ProShares Trust UltraShort Lehman 20+ Year Treasury stock for Q1 2015, down 14% quarter-over-quarter.
  • 29 funds opened new ProShares Trust UltraShort Lehman 20+ Year Treasury positions in Q1 2015 and 30 closed out, a net change of -1 holder.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury buyer in Q1 2015 was JP Morgan Chase, an estimated $14.9M added.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury seller in Q1 2015 was Jane Street, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2015.