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ProShares Trust UltraShort Lehman 20+ Year Treasury

136 hedge funds and large institutions have $139M invested in ProShares Trust UltraShort Lehman 20+ Year Treasury in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 26 increasing their positions, 33 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less call options, than puts

Call options by funds: $266M | Put options by funds: $276M

8% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 36

5% less funds holding

Funds holding: 143136 (-7)

8.58% less ownership

Funds ownership: 14.89%6.31% (-8.6%)

21% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 33

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

51% less capital invested

Capital invested by funds: $286M → $139M (-$147M)

Holders
136
Holders Change
-7
Holders Change %
-4.9%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
33
Increased
26
Reduced
33
Closed
36
Calls
$266M
Puts
$276M
Net Calls
-$9.95M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$19.8M +$2.47M +65,282 +16%
CCM
2
Cobalt Capital Management
New Jersey
$13.1M -$1.51M -40,000 -11%
TAM
3
Trust Asset Management
Texas
$8.93M
KAS
4
Kemnay Advisory Services
New York
$8.74M +$8.08M +214,100 New
Morgan Stanley
5
Morgan Stanley
New York
$6.38M +$4.77M +126,382 +424%
Goldman Sachs
6
Goldman Sachs
New York
$5.2M +$2.86M +75,746 +147%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$4.23M +$3.91M +103,666 New
WI
8
Wafra Inc
New York
$3.06M
HNB
9
Huntington National Bank
Ohio
$2.94M
AP
10
Antipodes Partners
Australia
$2.8M +$4.41M +116,800 New
Millennium Management
11
Millennium Management
New York
$2.72M +$624K +16,530 +33%
UBS Group
12
UBS Group
Switzerland
$2.71M -$8.45M -223,894 -77%
11A
13
10-15 Associates
New York
$2.53M -$137K -3,623 -6%
Jane Street
14
Jane Street
New York
$2.51M -$4.55M -120,592 -66%
GC
15
Gruss & Co
Florida
$2.45M +$2.27M +60,000 New
CA
16
Commerzbank Aktiengesellschaft
Germany
$2.27M -$152K -4,035 -7%
CI
17
Conning Inc
Connecticut
$2.09M
HighTower Advisors
18
HighTower Advisors
Illinois
$2.08M +$872K +23,090 +83%
PCP
19
Proficio Capital Partners
Massachusetts
$2.04M +$541K +14,319 +40%
HIC
20
Holderness Investments Company
North Carolina
$1.83M +$560K +14,818 +49%
CICI
21
Capital Investment Counsel Inc
North Carolina
$1.81M -$66.1K -1,750 -4%
SCM
22
Southport Capital Management
Tennessee
$1.77M +$1.64M +43,424 New
ID
23
Integral Derivatives
New York
$1.73M +$257K +6,800 +19%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.62M +$1.24M +32,898 +489%
Citadel Advisors
25
Citadel Advisors
Florida
$1.56M -$2.1M -55,532 -59%

TBT Hedge Fund Activity: Q4 2016 in Review

136 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) for Q4 2016, worth a combined $139M — down 51% from $286M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of TBT and 33 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 26 added.

The largest buyer was Kemnay Advisory Services, opening a new position worth an estimated $8.08M. The largest seller was Nan Shan Life Insurance, exiting entirely with an estimated $158M sold.

  • 136 institutional investors held ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) as of Q4 2016, down from 143 in Q3 2016.
  • Funds reported $139M of ProShares Trust UltraShort Lehman 20+ Year Treasury stock for Q4 2016, down 51% quarter-over-quarter.
  • 33 funds opened new ProShares Trust UltraShort Lehman 20+ Year Treasury positions in Q4 2016 and 36 closed out, a net change of -3 holders.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury buyer in Q4 2016 was Kemnay Advisory Services, an estimated $8.08M added.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury seller in Q4 2016 was Nan Shan Life Insurance, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2016.