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ProShares Ultra Gold

20 hedge funds and large institutions have $11.9M invested in ProShares Ultra Gold in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $2.83M

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

9.41% less ownership

Funds ownership: 44.24%34.83% (-9.4%)

19% less capital invested

Capital invested by funds: $14.8M → $11.9M (-$2.88M)

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
7
Closed
3
Calls
$2.84M
Puts
$2.83M
Net Calls
+$13K
Net Calls Change
-$110K
Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
1
Highland Capital Management (Texas)
Texas
$3.06M
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.02M -$4.27M -360,624 -58%
VF
3
Virtu Financial
New York
$1.87M +$237K +20,008 +14%
JT
4
Jump Trading
Illinois
$1.68M +$1.12M +94,456 +187%
KIA
5
King Investment Advisors
Texas
$510K
VKH
6
Virtu KCG Holdings
New York
$500K -$1.05M -88,704 -69%
LPL Financial
7
LPL Financial
California
$323K -$137K -11,580 -29%
Bank of America
8
Bank of America
North Carolina
$300K -$11.8K -996 -4%
Jane Street
9
Jane Street
New York
$251K +$257K +21,704 New
Morgan Stanley
10
Morgan Stanley
New York
$152K -$158K -13,384 -51%
U
11
UBS
Switzerland
$108K +$62.9K +5,308 +133%
Ameriprise
12
Ameriprise
Minnesota
$70K +$71K +6,000 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$56K
AIG
14
American International Group
New York
$13.9K
Canada Life
15
Canada Life
Manitoba, Canada
$10K
LIA
16
LS Investment Advisors
Michigan
$5K
MWP
17
MYCIO Wealth Partners
Pennsylvania
$4K
TCM
18
Tradewinds Capital Management
Washington
$3K -$1.18K -100 -25%
BRWM
19
B. Riley Wealth Management
Tennessee
$2K +$2.37K +200 New
MIM
20
Macroview Investment Management
Maryland
$1K -$3.27K -276 -82%
DD
21
Dominick & Dominick
New York
-$836K -81,080 Closed
Citigroup
22
Citigroup
New York
-$10K -992 Closed
FTUS
23
Flow Traders U.S.
New York
-$4K -400 Closed

UGL Hedge Fund Activity: Q1 2014 in Review

20 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Gold (UGL) for Q1 2014, worth a combined $11.9M — down 19% from $14.8M a quarter earlier.

Fund positioning in UGL was balanced in Q1 2014: 3 funds opened new positions, 3 closed out, 3 added to existing stakes and 7 trimmed.

The largest buyer was Jump Trading, adding an estimated $1.12M. The largest seller was Susquehanna International Group, cutting an estimated $4.27M.

  • 20 institutional investors held ProShares Ultra Gold (UGL) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $11.9M of ProShares Ultra Gold stock for Q1 2014, down 19% quarter-over-quarter.
  • 3 funds opened new ProShares Ultra Gold positions in Q1 2014 and 3 closed out, a net change of 0 holders.
  • The largest ProShares Ultra Gold buyer in Q1 2014 was Jump Trading, an estimated $1.12M added.
  • The largest ProShares Ultra Gold seller in Q1 2014 was Susquehanna International Group, an estimated $4.27M sold.

Based on aggregated 13F filings for Q1 2014.