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ProShares Trust UltraShort Lehman 20+ Year Treasury

129 hedge funds and large institutions have $320M invested in ProShares Trust UltraShort Lehman 20+ Year Treasury in 2016 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 22 increasing their positions, 32 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

54% more capital invested

Capital invested by funds: $208M → $320M (+$113M)

6.59% more ownership

Funds ownership: 10.71%17.3% (+6.6%)

3% more call options, than puts

Call options by funds: $173M | Put options by funds: $168M

3% less funds holding

Funds holding: 133129 (-4)

10% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 29

31% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 32

Holders
129
Holders Change
-4
Holders Change %
-3.01%
% of All Funds
3.44%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
26
Increased
22
Reduced
32
Closed
29
Calls
$173M
Puts
$168M
Net Calls
+$5.06M
Net Calls Change
+$35.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NSLI
1
Nan Shan Life Insurance
Taiwan
$159M +$101M +2,830,000 +130%
FMA
2
FNY Managed Accounts
New York
$19.1M +$21.4M +601,250 New
Bank of America
3
Bank of America
North Carolina
$17.3M +$4.68M +131,164 +32%
Parallax Volatility Advisers
4
Parallax Volatility Advisers
California
$12.6M +$10.3M +290,000 +271%
Simplex Trading
5
Simplex Trading
Illinois
$12.1M +$13.5M +378,526 +17,081%
SG Americas Securities
6
SG Americas Securities
New York
$11.2M -$473K -13,260 -4%
SG
7
Societe Generale
$11.2M +$12.6M +354,254 New
TAM
8
Trust Asset Management
Texas
$6.95M
CPA
9
Columbia Pacific Advisors
Washington
$4.75M +$5.35M +150,000 New
Jane Street
10
Jane Street
New York
$4.67M +$5.25M +147,241 New
HTI
11
Hikari Tsushin Inc
Japan
$3.35M
Barclays
12
Barclays
United Kingdom
$3.22M +$1.38M +38,758 +62%
AAP
13
Ardsley Advisory Partners
Connecticut
$3.17M +$3.56M +100,000 New
Morgan Stanley
14
Morgan Stanley
New York
$2.68M -$1.22M -34,176 -29%
WI
15
Wafra Inc
New York
$2.38M
LPL Financial
16
LPL Financial
California
$2.24M -$7.19M -201,648 -73%
11A
17
10-15 Associates
New York
$2.09M +$108K +3,031 +5%
Goldman Sachs
18
Goldman Sachs
New York
$2.06M +$472K +13,243 +26%
UBS Group
19
UBS Group
Switzerland
$2.03M -$45.7K -1,282 -2%
GPC
20
Glacier Peak Capital
Washington
$1.92M +$2.16M +60,640 New
VAM
21
Verity Asset Management
North Carolina
$1.9M +$20.5K +576 +1%
MWM
22
Merriman Wealth Management
Washington
$1.79M +$2.01M +56,442 New
CI
23
Conning Inc
Connecticut
$1.62M
IIA
24
IPG Investment Advisors
California
$1.6M +$44.6K +1,250 +3%
ID
25
Integral Derivatives
New York
$1.55M +$1.75M +48,998 New

TBT Hedge Fund Activity: Q2 2016 in Review

129 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) for Q2 2016, worth a combined $320M — up 54% from $208M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of TBT and 26 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 22 added.

The largest buyer was Nan Shan Life Insurance, adding an estimated $101M. The largest seller was LPL Financial, cutting an estimated $7.19M.

  • 129 institutional investors held ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) as of Q2 2016, down from 133 in Q1 2016.
  • Funds reported $320M of ProShares Trust UltraShort Lehman 20+ Year Treasury stock for Q2 2016, up 54% quarter-over-quarter.
  • 26 funds opened new ProShares Trust UltraShort Lehman 20+ Year Treasury positions in Q2 2016 and 29 closed out, a net change of -3 holders.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury buyer in Q2 2016 was Nan Shan Life Insurance, an estimated $101M added.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury seller in Q2 2016 was LPL Financial, an estimated $7.19M sold.

Based on aggregated 13F filings for Q2 2016.