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ProShares Ultra Bloomberg Crude Oil

28 hedge funds and large institutions have $12M invested in ProShares Ultra Bloomberg Crude Oil in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $37.3M | Put options by funds: $33.3M

1.34% less ownership

Funds ownership: 1.88%0.55% (-1.3%)

18% less funds holding

Funds holding: 3428 (-6)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

75% less capital invested

Capital invested by funds: $47.4M → $12M (-$35.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
28
Holders Change
-6
Holders Change %
-17.65%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
3
Reduced
8
Closed
16
Calls
$37.3M
Puts
$33.3M
Net Calls
+$4M
Net Calls Change
+$9.86M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$2.22M -$6.54M -43,538 -62%
IMC Chicago
2
IMC Chicago
Illinois
$2.14M +$3.87M +25,718 New
KCM
3
Kempner Capital Management
Texas
$1.16M
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$934K
VF
5
Virtu Financial
New York
$740K -$558K -3,710 -29%
Lido Advisors
6
Lido Advisors
California
$704K +$1.27M +8,480 New
JT
7
Jump Trading
Illinois
$676K +$1.22M +8,135 New
UBS Group
8
UBS Group
Switzerland
$662K +$1.08M +7,166 +891%
CG
9
Cutler Group
California
$413K +$635K +4,225 +563%
FTUS
10
Flow Traders U.S.
New York
$362K -$1.25M -8,348 -66%
BA
11
BKS Advisors
Michigan
$266K +$481K +3,200 New
CS
12
Credit Suisse
Switzerland
$262K +$474K +3,151 New
XS
13
XR Securities
Illinois
$250K -$1.52M -10,129 -77%
Morgan Stanley
14
Morgan Stanley
New York
$241K -$584K -3,882 -57%
JP Morgan Chase
15
JP Morgan Chase
New York
$191K +$345K +2,292 New
BCM
16
Bayesian Capital Management
New York
$190K +$343K +2,285 New
Deutsche Bank
17
Deutsche Bank
Germany
$178K +$64.9K +432 +25%
LPL Financial
18
LPL Financial
California
$174K -$6.31K -42 -2%
HighTower Advisors
19
HighTower Advisors
Illinois
$137K +$248K +1,650 New
IA
20
IFP Advisors
Florida
$21K -$35K -233 -47%
FHA
21
First Horizon Advisors
Tennessee
$13K
APA
22
American Portfolios Advisors
New York
$12K
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$4K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$2K -$3.01K -20 -50%
BCI
25
Brinker Capital Investments
Pennsylvania
$2K

UCO Hedge Fund Activity: Q4 2018 in Review

28 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Bloomberg Crude Oil (UCO) for Q4 2018, worth a combined $12M — down 75% from $47.4M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of UCO and 10 opened new positions — a net loss of 6 holders — while 8 trimmed existing stakes and 3 added.

The largest buyer was Lido Advisors, opening a new position worth an estimated $1.27M. The largest seller was Jane Street, cutting an estimated $6.54M.

  • 28 institutional investors held ProShares Ultra Bloomberg Crude Oil (UCO) as of Q4 2018, down from 34 in Q3 2018.
  • Funds reported $12M of ProShares Ultra Bloomberg Crude Oil stock for Q4 2018, down 75% quarter-over-quarter.
  • 10 funds opened new ProShares Ultra Bloomberg Crude Oil positions in Q4 2018 and 16 closed out, a net change of -6 holders.
  • The largest ProShares Ultra Bloomberg Crude Oil buyer in Q4 2018 was Lido Advisors, an estimated $1.27M added.
  • The largest ProShares Ultra Bloomberg Crude Oil seller in Q4 2018 was Jane Street, an estimated $6.54M sold.

Based on aggregated 13F filings for Q4 2018.