We are live on ! Find out more
TBT icon

ProShares Trust UltraShort Lehman 20+ Year Treasury

116 hedge funds and large institutions have $132M invested in ProShares Trust UltraShort Lehman 20+ Year Treasury in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 13 increasing their positions, 32 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

4% more funds holding

Funds holding: 112116 (+4)

2.28% more ownership

Funds ownership: 8.63%10.91% (+2.3%)

4% more call options, than puts

Call options by funds: $163M | Put options by funds: $157M

11% less capital invested

Capital invested by funds: $148M → $132M (-$16.7M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

59% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 32

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
28
Increased
13
Reduced
32
Closed
22
Calls
$163M
Puts
$157M
Net Calls
+$6.17M
Net Calls Change
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bramshill Investments
Florida
$32.5M -$15.6M -398,077 -30%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$21.1M +$23.5M +600,754 New
Bank of America
3
Bank of America
North Carolina
$12.7M -$104K -2,669 -0.7%
GWM
4
Geneos Wealth Management
Colorado
$5.7M +$903K +23,110 +17%
SFS
5
Sowell Financial Services
Arkansas
$5.51M +$6.13M +156,848 New
Renaissance Technologies
6
Renaissance Technologies
New York
$5.38M +$5.99M +153,300 New
Citadel Advisors
7
Citadel Advisors
Florida
$4.74M -$22.2M -567,387 -81%
BFIC
8
Bedell Frazier Investment Counselling
California
$4.36M -$38.1K -975 -0.8%
CA
9
Cumberland Advisors
Florida
$4.35M +$4.84M +123,876 New
Goldman Sachs
10
Goldman Sachs
New York
$2.03M +$144K +3,681 +7%
VAM
11
Verity Asset Management
North Carolina
$1.82M -$111K -2,850 -5%
CS
12
Credit Suisse
Switzerland
$1.81M +$2.02M +51,600 New
IMC Chicago
13
IMC Chicago
Illinois
$1.75M +$1.95M +49,961 New
CA
14
Commerzbank Aktiengesellschaft
Germany
$1.75M
SG Americas Securities
15
SG Americas Securities
New York
$1.7M +$1.23M +31,356 +184%
CG
16
Cutler Group
California
$1.63M +$1.75M +44,781 +2,985%
CICI
17
Capital Investment Counsel Inc
North Carolina
$1.13M -$516K -13,207 -29%
XS
18
XR Securities
Illinois
$1.09M +$1.22M +31,078 New
Morgan Stanley
19
Morgan Stanley
New York
$872K +$557K +14,252 +135%
SIM
20
SSI Investment Management
California
$843K -$533K -13,632 -36%
IIA
21
IPG Investment Advisors
California
$811K -$117K -3,000 -11%
EWM
22
Endurance Wealth Management
Rhode Island
$773K
PP
23
PagnatoKarp Partners
Virginia
$706K +$782K +20,000 New
Jane Street
24
Jane Street
New York
$676K +$753K +19,256 New
BS
25
Boenning & Scattergood
Pennsylvania
$657K -$11.7K -300 -2%

TBT Hedge Fund Activity: Q4 2018 in Review

116 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) for Q4 2018, worth a combined $132M — down 11% from $148M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TBT positions and 22 closed out — a net gain of 6 holders — while 13 added to existing stakes and 32 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $23.5M. The largest seller was Citadel Advisors, cutting an estimated $22.2M.

  • 116 institutional investors held ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) as of Q4 2018, up from 112 in Q3 2018.
  • Funds reported $132M of ProShares Trust UltraShort Lehman 20+ Year Treasury stock for Q4 2018, down 11% quarter-over-quarter.
  • 28 funds opened new ProShares Trust UltraShort Lehman 20+ Year Treasury positions in Q4 2018 and 22 closed out, a net change of +6 holders.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury buyer in Q4 2018 was Susquehanna International Group, an estimated $23.5M added.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury seller in Q4 2018 was Citadel Advisors, an estimated $22.2M sold.

Based on aggregated 13F filings for Q4 2018.