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ProShares UltraShort Russell2000

43 hedge funds and large institutions have $57.4M invested in ProShares UltraShort Russell2000 in 2015 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

58% more capital invested

Capital invested by funds: $36.2M → $57.4M (+$21.1M)

30% more funds holding

Funds holding: 3343 (+10)

0.11% more ownership

Funds ownership: 1.03%1.14% (+0.11%)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

50% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $23.4M

Holders
43
Holders Change
+10
Holders Change %
+30.3%
% of All Funds
1.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
18
Increased
8
Reduced
10
Closed
8
Calls
$11.7M
Puts
$23.4M
Net Calls
-$11.6M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
26
Wedbush Securities
California
$223K +$196K +258 New
UBS Group
27
UBS Group
Switzerland
$201K +$38.7K +51 +28%
Bank of America
28
Bank of America
North Carolina
$176K
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$91K -$49.3K -65 -38%
SEI Investments
30
SEI Investments
Pennsylvania
$83K +$69K +91 +2,275%
Toronto Dominion Bank
31
Toronto Dominion Bank
Ontario, Canada
$70K +$3.79K +5 +7%
SF
32
Synovus Financial
Georgia
$56K
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$32K -$888K -1,171 -97%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$25K +$22K +29 New
ASN
35
Advisory Services Network
Georgia
$24K
Simplex Trading
36
Simplex Trading
Illinois
$21K -$28.8K -38 -60%
Citigroup
37
Citigroup
New York
$12K +$10.6K +14 New
CCA
38
Catalyst Capital Advisors
New York
$11K +$9.86K +13 New
EWM
39
Edge Wealth Management
New York
$8K
First Manhattan
40
First Manhattan
New York
$5K
JAM
41
Jolley Asset Management
North Carolina
$4K
SSG
42
Summit Securities Group
New York
$4K +$3.79K +5 New
RIA
43
Regal Investment Advisors
Michigan
$2K +$2.27K +3 New
QC
44
QCM Cayman
Texas
-$2.98M -4,284 Closed
ST
45
Sentinel Trust
Texas
-$668K -961 Closed
IA
46
IndexIQ Advisors
New York
-$657K -946 Closed
BCM
47
Bourgeon Capital Management
Connecticut
-$521K -750 Closed
WA
48
WFG Advisors
Texas
-$174K -250 Closed
Walleye Trading
49
Walleye Trading
New York
-$130K -172 Closed
AIG
50
American International Group
New York
-$591 -1 Closed

TWM Hedge Fund Activity: Q3 2015 in Review

43 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraShort Russell2000 (TWM) for Q3 2015, worth a combined $57.4M — up 58% from $36.2M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new TWM positions and 8 closed out — a net gain of 10 holders — while 8 added to existing stakes and 10 trimmed.

The largest buyer was Patton Albertson Miller Group, opening a new position worth an estimated $10.1M. The largest seller was Tower Research Capital (TRC), cutting an estimated $4.9M.

  • 43 institutional investors held ProShares UltraShort Russell2000 (TWM) as of Q3 2015, up from 33 in Q2 2015.
  • Funds reported $57.4M of ProShares UltraShort Russell2000 stock for Q3 2015, up 58% quarter-over-quarter.
  • 18 funds opened new ProShares UltraShort Russell2000 positions in Q3 2015 and 8 closed out, a net change of +10 holders.
  • The largest ProShares UltraShort Russell2000 buyer in Q3 2015 was Patton Albertson Miller Group, an estimated $10.1M added.
  • The largest ProShares UltraShort Russell2000 seller in Q3 2015 was Tower Research Capital (TRC), an estimated $4.9M sold.

Based on aggregated 13F filings for Q3 2015.