We are live on ! Find out more
TWM icon

ProShares UltraShort Russell2000

38 hedge funds and large institutions have $58.9M invested in ProShares UltraShort Russell2000 in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $28.4M | Put options by funds: $15.1M

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0.27% less ownership

Funds ownership: 1.35%1.08% (-0.27%)

16% less funds holding

Funds holding: 4538 (-7)

16% less capital invested

Capital invested by funds: $70.2M → $58.9M (-$11.3M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
38
Holders Change
-7
Holders Change %
-15.56%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
13
Reduced
12
Closed
13
Calls
$28.4M
Puts
$15.1M
Net Calls
+$13.3M
Net Calls Change
+$418K
Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
1
Highland Capital Management (Texas)
Texas
$18.3M +$4.79M +5,030 +31%
VF
2
Virtu Financial
New York
$7.35M +$1.79M +1,882 +28%
Goldman Sachs
3
Goldman Sachs
New York
$5.72M +$35.2K +37 +0.6%
BCM
4
Brightfield Capital Management
New York
$4.95M +$714K +750 +15%
QCMNJ
5
Quantum Capital Management (New Jersey)
New Jersey
$3.4M -$116K -122 -3%
Two Sigma Investments
6
Two Sigma Investments
New York
$2.73M +$2.48M +2,610 +462%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.23M +$2.02M +2,124 +449%
LPL Financial
8
LPL Financial
California
$1.67M +$326K +342 +21%
TH
9
Timber Hill
Connecticut
$1.63M +$952 +1 +0.1%
LIM
10
Leavell Investment Management
Alabama
$1.25M +$506K +532 +58%
HVC
11
Healthcare Value Capital
New Jersey
$1.08M
BIC
12
Beach Investment Counsel
Pennsylvania
$1.07M +$1.18M +1,242 New
JAM
13
Jolley Asset Management
North Carolina
$1.06M
RBLCM
14
Roaring Blue Lion Capital Management
Texas
$892K -$569K -598 -37%
QC
15
QCM Cayman
Texas
$824K +$184K +193 +25%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$751K +$830K +872 New
IA
17
IndexIQ Advisors
New York
$705K -$73.3K -77 -9%
HIM
18
Hillsdale Investment Management
Ontario, Canada
$664K -$485K -510 -40%
Morgan Stanley
19
Morgan Stanley
New York
$655K -$108K -113 -13%
CT
20
CMT Trading
Illinois
$381K +$159K +167 +61%
CCM
21
Cadence Capital Management
Massachusetts
$325K -$149K -157 -29%
RIL
22
Rothschild Investment LLC
Illinois
$206K +$228K +240 New
Bank of America
23
Bank of America
North Carolina
$175K -$11.4K -12 -6%
WA
24
WFG Advisors
Texas
$170K +$20K +21 +12%
Barclays
25
Barclays
United Kingdom
$149K -$560K -588 -77%

TWM Hedge Fund Activity: Q2 2014 in Review

38 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraShort Russell2000 (TWM) for Q2 2014, worth a combined $58.9M — down 16% from $70.2M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of TWM and 6 opened new positions — a net loss of 7 holders — while 12 trimmed existing stakes and 13 added.

The largest buyer was Highland Capital Management (Texas), adding an estimated $4.79M. The largest seller was Prescott Group Capital Management, exiting entirely with an estimated $9.17M sold.

  • 38 institutional investors held ProShares UltraShort Russell2000 (TWM) as of Q2 2014, down from 45 in Q1 2014.
  • Funds reported $58.9M of ProShares UltraShort Russell2000 stock for Q2 2014, down 16% quarter-over-quarter.
  • 6 funds opened new ProShares UltraShort Russell2000 positions in Q2 2014 and 13 closed out, a net change of -7 holders.
  • The largest ProShares UltraShort Russell2000 buyer in Q2 2014 was Highland Capital Management (Texas), an estimated $4.79M added.
  • The largest ProShares UltraShort Russell2000 seller in Q2 2014 was Prescott Group Capital Management, an estimated $9.17M sold.

Based on aggregated 13F filings for Q2 2014.