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ProShares Ultra Bloomberg Crude Oil

32 hedge funds and large institutions have $17.7M invested in ProShares Ultra Bloomberg Crude Oil in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

60% more funds holding

Funds holding: 2032 (+12)

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

0.4% less ownership

Funds ownership: 0.47%0.07% (-0.4%)

49% less call options, than puts

Call options by funds: $7.1M | Put options by funds: $14M

70% less capital invested

Capital invested by funds: $58.5M → $17.7M (-$40.8M)

Holders
32
Holders Change
+12
Holders Change %
+60%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
6
Reduced
4
Closed
10
Calls
$7.1M
Puts
$14M
Net Calls
-$6.87M
Net Calls Change
-$4.77M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$5.45M +$9.48M +7,577 +914%
Deutsche Bank
2
Deutsche Bank
Germany
$3.32M -$5.6M -4,480 -47%
LPL Financial
3
LPL Financial
California
$1.31M +$1.98M +1,585 +364%
Jane Street
4
Jane Street
New York
$875K +$510K +408 +43%
TMC
5
Trellus Management Company
Florida
$760K +$1.47M +1,173 New
THCM
6
Tipp Hill Capital Management
New York
$726K +$1.4M +1,120 New
KCM
7
Kempner Capital Management
Texas
$570K +$1.1M +880 New
JT
8
Jump Trading
Illinois
$463K +$893K +714 New
Morgan Stanley
9
Morgan Stanley
New York
$430K +$761K +608 +1,086%
Barclays
10
Barclays
United Kingdom
$386K +$726K +580 +1,568%
Simplex Trading
11
Simplex Trading
Illinois
$344K +$664K +531 New
CA
12
Commerzbank Aktiengesellschaft
Germany
$341K +$658K +526 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$285K +$550K +440 New
WAM
14
Wolverine Asset Management
Illinois
$272K +$514K +411 +4,110%
VKH
15
Virtu KCG Holdings
New York
$256K +$495K +396 New
QC
16
QCM Cayman
Texas
$246K +$475K +380 New
CS
17
Credit Suisse
Switzerland
$222K -$16M -12,800 -97%
SG Americas Securities
18
SG Americas Securities
New York
$210K +$405K +324 New
Millennium Management
19
Millennium Management
New York
$205K +$395K +316 New
FAM
20
Fred Alger Management
New York
$197K -$1.26M -1,007 -77%
Bank of America
21
Bank of America
North Carolina
$190K -$1.98M -1,580 -84%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$145K +$280K +224 New
Creative Planning
23
Creative Planning
Kansas
$138K +$266K +213 New
UBS Group
24
UBS Group
Switzerland
$125K +$240K +192 New
TSS
25
Two Sigma Securities
New York
$108K +$209K +167 New

UCO Hedge Fund Activity: Q4 2014 in Review

32 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Bloomberg Crude Oil (UCO) for Q4 2014, worth a combined $17.7M — down 70% from $58.5M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UCO positions and 10 closed out — a net gain of 12 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $9.48M. The largest seller was Credit Suisse, cutting an estimated $16M.

  • 32 institutional investors held ProShares Ultra Bloomberg Crude Oil (UCO) as of Q4 2014, up from 20 in Q3 2014.
  • Funds reported $17.7M of ProShares Ultra Bloomberg Crude Oil stock for Q4 2014, down 70% quarter-over-quarter.
  • 22 funds opened new ProShares Ultra Bloomberg Crude Oil positions in Q4 2014 and 10 closed out, a net change of +12 holders.
  • The largest ProShares Ultra Bloomberg Crude Oil buyer in Q4 2014 was Goldman Sachs, an estimated $9.48M added.
  • The largest ProShares Ultra Bloomberg Crude Oil seller in Q4 2014 was Credit Suisse, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2014.