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ProShares Ultra Bloomberg Crude Oil

25 hedge funds and large institutions have $11.5M invested in ProShares Ultra Bloomberg Crude Oil in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% more ownership

Funds ownership: 0.58%0.62% (+0.05%)

14% less funds holding

Funds holding: 2925 (-4)

17% less capital invested

Capital invested by funds: $13.9M → $11.5M (-$2.38M)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

40% less call options, than puts

Call options by funds: $34.3M | Put options by funds: $57.4M

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
25
Holders Change
-4
Holders Change %
-13.79%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
5
Closed
8
Calls
$34.3M
Puts
$57.4M
Net Calls
-$23M
Net Calls Change
+$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$7.4M +$2.99M +26,672 +58%
KCM
2
Kempner Capital Management
Texas
$1.42M
Simplex Trading
3
Simplex Trading
Illinois
$577K +$640K +5,701 New
SG Americas Securities
4
SG Americas Securities
New York
$352K +$390K +3,472 New
Morgan Stanley
5
Morgan Stanley
New York
$339K -$324K -2,884 -46%
CS
6
Credit Suisse
Switzerland
$303K +$108K +964 +48%
LPL Financial
7
LPL Financial
California
$245K -$2.92K -26 -1%
CIBC Private Wealth Group
8
CIBC Private Wealth Group
Georgia
$219K
UBS Group
9
UBS Group
Switzerland
$212K -$146K -1,297 -38%
HF
10
HRT Financial
New York
$186K -$2.47K -22 -1%
HighTower Advisors
11
HighTower Advisors
Illinois
$167K
GRP
12
Global Retirement Partners
California
$26K
FHA
13
First Horizon Advisors
Tennessee
$16K
JP Morgan Chase
14
JP Morgan Chase
New York
$16K +$5.39K +48 +42%
APA
15
American Portfolios Advisors
New York
$14.6K
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$13K
CFB
17
Cullen/Frost Bankers
Texas
$6K
TRCT
18
Tower Research Capital (TRC)
New York
$5K +$5.39K +48 New
BCI
19
Brinker Capital Investments
Pennsylvania
$3K
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$2K
Barclays
21
Barclays
United Kingdom
$1K
GSWM
22
Golden State Wealth Management
California
$1K
SFS
23
Sowell Financial Services
Arkansas
$1K +$1.01K +9 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$1.91M -16,999 Closed
XS
25
XR Securities
Illinois
-$857K -7,096 Closed

UCO Hedge Fund Activity: Q3 2019 in Review

25 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Bloomberg Crude Oil (UCO) for Q3 2019, worth a combined $11.5M — down 17% from $13.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of UCO and 4 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 3 added.

The largest buyer was Lido Advisors, adding an estimated $2.99M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.91M sold.

  • 25 institutional investors held ProShares Ultra Bloomberg Crude Oil (UCO) as of Q3 2019, down from 29 in Q2 2019.
  • Funds reported $11.5M of ProShares Ultra Bloomberg Crude Oil stock for Q3 2019, down 17% quarter-over-quarter.
  • 4 funds opened new ProShares Ultra Bloomberg Crude Oil positions in Q3 2019 and 8 closed out, a net change of -4 holders.
  • The largest ProShares Ultra Bloomberg Crude Oil buyer in Q3 2019 was Lido Advisors, an estimated $2.99M added.
  • The largest ProShares Ultra Bloomberg Crude Oil seller in Q3 2019 was Susquehanna International Group, an estimated $1.91M sold.

Based on aggregated 13F filings for Q3 2019.