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ProShares Trust UltraShort Lehman 20+ Year Treasury

87 hedge funds and large institutions have $90.6M invested in ProShares Trust UltraShort Lehman 20+ Year Treasury in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $169M | Put options by funds: $95.6M

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

14% more capital invested

Capital invested by funds: $79.2M → $90.6M (+$11.4M)

4% more funds holding

Funds holding: 8487 (+3)

1.64% more ownership

Funds ownership: 12.4%14.04% (+1.6%)

40% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 20

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
12
Reduced
20
Closed
17
Calls
$169M
Puts
$95.6M
Net Calls
+$73.3M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$17.4M -$14.3M -560,102 -46%
Citadel Advisors
2
Citadel Advisors
Florida
$16.3M +$15.3M +598,727 +4,025%
BI
3
Bramshill Investments
Florida
$11.6M +$11.1M +435,778 New
Jane Street
4
Jane Street
New York
$8.67M +$212K +8,299 +3%
IMC Chicago
5
IMC Chicago
Illinois
$5.76M +$5.54M +217,166 New
Goldman Sachs
6
Goldman Sachs
New York
$3.86M +$1.48M +58,118 +67%
CA
7
Cumberland Advisors
Florida
$2.85M -$215K -8,415 -7%
Morgan Stanley
8
Morgan Stanley
New York
$2.54M -$102K -4,009 -4%
TCM
9
Tuttle Capital Management
Connecticut
$2.5M +$2.4M +94,100 New
JP Morgan Chase
10
JP Morgan Chase
New York
$2.47M -$564K -22,090 -19%
IHL
11
Investment House LLC
California
$2.21M +$2.13M +83,385 New
SIM
12
SSI Investment Management
California
$1.65M +$110K +4,325 +7%
AAP
13
Ardsley Advisory Partners
Connecticut
$1.41M +$1.35M +53,000 New
VAM
14
Verity Asset Management
North Carolina
$1.4M -$91.7K -3,593 -6%
FWSM
15
First Wilshire Securities Management
California
$908K
MC
16
Mathes Company
New York
$829K +$478K +18,750 +150%
MCI
17
McDonald Capital Investors
California
$686K +$660K +25,850 New
CICI
18
Capital Investment Counsel Inc
North Carolina
$657K -$91.4K -3,581 -13%
PCP
19
Proficio Capital Partners
Massachusetts
$653K -$256K -10,030 -29%
EWM
20
Endurance Wealth Management
Rhode Island
$584K
BS
21
Boenning & Scattergood
Pennsylvania
$494K +$5.1K +200 +1%
RHBC
22
R.H. Bluestein & Co
Michigan
$451K +$223K +8,750 +106%
Parallax Volatility Advisers
23
Parallax Volatility Advisers
California
$420K -$2.43M -95,357 -86%
CA
24
CastleArk Alternatives
Illinois
$398K
BAAM
25
Baker Avenue Asset Management
California
$371K

TBT Hedge Fund Activity: Q4 2019 in Review

87 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) for Q4 2019, worth a combined $90.6M — up 14% from $79.2M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new TBT positions and 17 closed out — a net gain of 4 holders — while 12 added to existing stakes and 20 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $15.3M. The largest seller was Susquehanna International Group, cutting an estimated $14.3M.

  • 87 institutional investors held ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) as of Q4 2019, up from 84 in Q3 2019.
  • Funds reported $90.6M of ProShares Trust UltraShort Lehman 20+ Year Treasury stock for Q4 2019, up 14% quarter-over-quarter.
  • 21 funds opened new ProShares Trust UltraShort Lehman 20+ Year Treasury positions in Q4 2019 and 17 closed out, a net change of +4 holders.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury buyer in Q4 2019 was Citadel Advisors, an estimated $15.3M added.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury seller in Q4 2019 was Susquehanna International Group, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2019.