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ProShares Trust UltraShort Lehman 20+ Year Treasury

137 hedge funds and large institutions have $260M invested in ProShares Trust UltraShort Lehman 20+ Year Treasury in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% less ownership

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

3% less call options, than puts

Call options by funds: $302M | Put options by funds: $311M

9% less funds holding

Funds holding: 151137 (-14)

15% less capital invested

Capital invested by funds: $306M → $260M (-$45.8M)

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

29% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 38

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
137
Holders Change
-14
Holders Change %
-9.27%
% of All Funds
3.59%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.1%
New
21
Increased
27
Reduced
38
Closed
29
Calls
$302M
Puts
$311M
Net Calls
-$8.45M
Net Calls Change
-$124M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$27.9M +$8.2M +186,712 +42%
LPL Financial
2
LPL Financial
California
$27M +$12.4M +281,595 +84%
NSLI
3
Nan Shan Life Insurance
Taiwan
$26.4M -$80.1M -1,825,000 -75%
Jane Street
4
Jane Street
New York
$18.2M +$17.6M +399,890 +2,988%
IWC
5
Integrated Wealth Counsel
California
$17.9M -$1.52M -34,621 -8%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$10.1M +$8.83M +201,016 +719%
TAM
7
Trust Asset Management
Texas
$9.67M +$9.63M +219,414 New
Goldman Sachs
8
Goldman Sachs
New York
$9.36M +$2.32M +52,747 +33%
Barclays
9
Barclays
United Kingdom
$8.93M +$1.9M +43,373 +27%
Parallax Volatility Advisers
10
Parallax Volatility Advisers
California
$8.16M -$1.72M -39,283 -18%
UBS Group
11
UBS Group
Switzerland
$6.63M +$330K +7,516 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.02M -$715K -16,286 -11%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$4.95M +$2.91M +66,375 +144%
RJA
14
Raymond James & Associates
Florida
$3.5M -$95.2K -2,168 -3%
WI
15
Wafra Inc
New York
$3.31M
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$3.17M +$1.67M +37,940 +112%
SG Americas Securities
17
SG Americas Securities
New York
$3.11M -$4.6M -104,832 -60%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$3.04M -$483K -10,990 -14%
11A
19
10-15 Associates
New York
$3.02M +$77.8K +1,772 +3%
CA
20
Commerzbank Aktiengesellschaft
Germany
$2.69M +$95.6K +2,177 +4%
Walleye Trading
21
Walleye Trading
New York
$2.55M +$2.54M +57,897 New
LSC
22
Lesa Sroufe & Co
Washington
$2.41M -$116K -2,650 -5%
CI
23
Conning Inc
Connecticut
$2.26M
Morgan Stanley
24
Morgan Stanley
New York
$2.25M -$6.34M -144,425 -74%
IIA
25
IPG Investment Advisors
California
$2.23M +$255K +5,816 +13%

TBT Hedge Fund Activity: Q4 2015 in Review

137 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) for Q4 2015, worth a combined $260M — down 15% from $306M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of TBT and 21 opened new positions — a net loss of 8 holders — while 38 trimmed existing stakes and 27 added.

The largest buyer was Jane Street, adding an estimated $17.6M. The largest seller was Nan Shan Life Insurance, cutting an estimated $80.1M.

  • 137 institutional investors held ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) as of Q4 2015, down from 151 in Q3 2015.
  • Funds reported $260M of ProShares Trust UltraShort Lehman 20+ Year Treasury stock for Q4 2015, down 15% quarter-over-quarter.
  • 21 funds opened new ProShares Trust UltraShort Lehman 20+ Year Treasury positions in Q4 2015 and 29 closed out, a net change of -8 holders.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury buyer in Q4 2015 was Jane Street, an estimated $17.6M added.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury seller in Q4 2015 was Nan Shan Life Insurance, an estimated $80.1M sold.

Based on aggregated 13F filings for Q4 2015.