We are live on ! Find out more
UCO icon

ProShares Ultra Bloomberg Crude Oil

20 hedge funds and large institutions have $58.5M invested in ProShares Ultra Bloomberg Crude Oil in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

25% more funds holding

Funds holding: 1620 (+4)

0.67% less ownership

Funds ownership: 1.13%0.47% (-0.67%)

10% less call options, than puts

Call options by funds: $19.1M | Put options by funds: $21.2M

19% less capital invested

Capital invested by funds: $72.1M → $58.5M (-$13.6M)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
5
Closed
3
Calls
$19.1M
Puts
$21.2M
Net Calls
-$2.1M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1
Credit Suisse
Switzerland
$24.9M
Deutsche Bank
2
Deutsche Bank
Germany
$18.2M +$3.36M +1,600 +20%
Bank of America
3
Bank of America
North Carolina
$3.55M -$2.99M -1,423 -43%
FAM
4
Fred Alger Management
New York
$2.49M +$2.76M +1,312 New
Jane Street
5
Jane Street
New York
$1.79M +$1.7M +811 +619%
Goldman Sachs
6
Goldman Sachs
New York
$1.57M -$181K -86 -9%
Credit Agricole
7
Credit Agricole
France
$1.52M +$1.68M +800 New
BA
8
Boston Advisors
Massachusetts
$1.2M
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.13M -$338K -161 -21%
LPL Financial
10
LPL Financial
California
$812K -$71.5K -34 -7%
Citigroup
11
Citigroup
New York
$580K +$641K +305 +30,500%
Nomura Holdings
12
Nomura Holdings
Japan
$295K +$328K +156 New
BRWM
13
B. Riley Wealth Management
Tennessee
$151K +$168K +80 New
Morgan Stanley
14
Morgan Stanley
New York
$107K -$444K -211 -79%
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$93.1K
Barclays
16
Barclays
United Kingdom
$69K +$77.8K +37 New
Walleye Trading
17
Walleye Trading
New York
$39K +$35.7K +17 +567%
WAM
18
Wolverine Asset Management
Illinois
$18K +$21K +10 New
SSB
19
Sandy Spring Bank
Maryland
$7K +$8.41K +4 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1K
VF
21
Virtu Financial
New York
-$3.93M -1,604 Closed
Citadel Advisors
22
Citadel Advisors
Florida
-$238K -97 Closed
U
23
UBS
Switzerland
-$202K -96 Closed

UCO Hedge Fund Activity: Q3 2014 in Review

20 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Bloomberg Crude Oil (UCO) for Q3 2014, worth a combined $58.5M — down 19% from $72.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UCO positions and 3 closed out — a net gain of 4 holders — while 4 added to existing stakes and 5 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $3.36M. The largest seller was Virtu Financial, exiting entirely with an estimated $3.93M sold.

  • 20 institutional investors held ProShares Ultra Bloomberg Crude Oil (UCO) as of Q3 2014, up from 16 in Q2 2014.
  • Funds reported $58.5M of ProShares Ultra Bloomberg Crude Oil stock for Q3 2014, down 19% quarter-over-quarter.
  • 7 funds opened new ProShares Ultra Bloomberg Crude Oil positions in Q3 2014 and 3 closed out, a net change of +4 holders.
  • The largest ProShares Ultra Bloomberg Crude Oil buyer in Q3 2014 was Deutsche Bank, an estimated $3.36M added.
  • The largest ProShares Ultra Bloomberg Crude Oil seller in Q3 2014 was Virtu Financial, an estimated $3.93M sold.

Based on aggregated 13F filings for Q3 2014.