ProShares Ultra Utilities
UPW
13 hedge funds and large institutions have $6.16M invested in ProShares Ultra Utilities in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
18% more funds holding
Funds holding: 11 → 13 (+2)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
41% less capital inflows, than outflows
Capital inflows: $3.1M | Capital outflows: $5.28M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$2.18M |
| 2 |
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$402K |
| 3 |
Capital Guardian Trust
Los Angeles,
California
|
+$78.4K |
| 4 |
SignatureFD
Atlanta,
Georgia
|
+$9.5K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$4.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.65M |
| 2 |
Atria Investments
Charlotte,
North Carolina
|
-$610K |
| 3 |
Virtu KCG Holdings
New York
|
-$498K |
| 4 |
Verition Fund Management
Greenwich,
Connecticut
|
-$314K |
| 5 |
Jane Street
New York
|
-$214K |
UPW Hedge Fund Activity: Q4 2014 in Review
13 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Utilities (UPW) for Q4 2014, worth a combined $6.16M — down 13% from $7.09M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new UPW positions and 3 closed out — a net gain of 4 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.18M. The largest seller was Susquehanna International Group, cutting an estimated $3.65M.
- 13 institutional investors held ProShares Ultra Utilities (UPW) as of Q4 2014, up from 11 in Q3 2014.
- Funds reported $6.16M of ProShares Ultra Utilities stock for Q4 2014, down 13% quarter-over-quarter.
- 7 funds opened new ProShares Ultra Utilities positions in Q4 2014 and 3 closed out, a net change of +4 holders.
- The largest ProShares Ultra Utilities buyer in Q4 2014 was Goldman Sachs, an estimated $2.18M added.
- The largest ProShares Ultra Utilities seller in Q4 2014 was Susquehanna International Group, an estimated $3.65M sold.
Based on aggregated 13F filings for Q4 2014.