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ProShares Ultra Bloomberg Crude Oil

37 hedge funds and large institutions have $20M invested in ProShares Ultra Bloomberg Crude Oil in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

1% more call options, than puts

Call options by funds: $27.8M | Put options by funds: $27.6M

0.11% less ownership

Funds ownership: 0.32%0.21% (-0.11%)

5% less funds holding

Funds holding: 3937 (-2)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

33% less capital invested

Capital invested by funds: $30.1M → $20M (-$10M)

Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
13
Reduced
6
Closed
13
Calls
$27.8M
Puts
$27.6M
Net Calls
+$199K
Net Calls Change
-$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.3M +$3.66M +33,831 +168%
CG
2
Cutler Group
California
$2.76M +$2.68M +24,726 +95,100%
Parallax Volatility Advisers
3
Parallax Volatility Advisers
California
$1.57M +$1.52M +14,072 New
RIA
4
RPG Investment Advisory
California
$1.44M +$1.1M +10,183 +365%
VKH
5
Virtu KCG Holdings
New York
$1.28M +$105K +973 +9%
KCM
6
Kempner Capital Management
Texas
$1.17M +$709K +6,552 +167%
Barclays
7
Barclays
United Kingdom
$980K -$919K -8,489 -46%
JT
8
Jump Trading
Illinois
$620K +$602K +5,564 New
Goldman Sachs
9
Goldman Sachs
New York
$553K +$217K +2,000 +67%
Citadel Advisors
10
Citadel Advisors
Florida
$548K +$514K +4,748 +2,713%
CS
11
Credit Suisse
Switzerland
$497K -$74.3K -686 -13%
SG Americas Securities
12
SG Americas Securities
New York
$452K -$108K -998 -20%
RJA
13
Raymond James & Associates
Florida
$364K +$354K +3,271 New
Walleye Trading
14
Walleye Trading
New York
$352K +$342K +3,161 New
KA
15
Kovack Advisors
Florida
$318K +$205K +1,894 +197%
Morgan Stanley
16
Morgan Stanley
New York
$197K -$350K -3,229 -65%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$188K -$258K -2,384 -59%
PAG
18
Private Advisor Group
New Jersey
$178K +$173K +1,596 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$163K
WA
20
WFG Advisors
Texas
$161K +$53.7K +496 +52%
TSS
21
Two Sigma Securities
New York
$144K +$140K +1,296 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$140K +$36.4K +336 +36%
Creative Planning
23
Creative Planning
Kansas
$136K +$20.8K +192 +19%
FANJ
24
Financial Architects (New Jersey)
New Jersey
$134K +$130K +1,200 New
AL
25
Aspiriant LLC
California
$95K

UCO Hedge Fund Activity: Q1 2016 in Review

37 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Bloomberg Crude Oil (UCO) for Q1 2016, worth a combined $20M — down 33% from $30.1M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of UCO and 11 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 13 added.

The largest buyer was LPL Financial, adding an estimated $3.66M. The largest seller was Jane Street, exiting entirely with an estimated $8.45M sold.

  • 37 institutional investors held ProShares Ultra Bloomberg Crude Oil (UCO) as of Q1 2016, down from 39 in Q4 2015.
  • Funds reported $20M of ProShares Ultra Bloomberg Crude Oil stock for Q1 2016, down 33% quarter-over-quarter.
  • 11 funds opened new ProShares Ultra Bloomberg Crude Oil positions in Q1 2016 and 13 closed out, a net change of -2 holders.
  • The largest ProShares Ultra Bloomberg Crude Oil buyer in Q1 2016 was LPL Financial, an estimated $3.66M added.
  • The largest ProShares Ultra Bloomberg Crude Oil seller in Q1 2016 was Jane Street, an estimated $8.45M sold.

Based on aggregated 13F filings for Q1 2016.