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ProShares Ultra Real Estate

31 hedge funds and large institutions have $18.6M invested in ProShares Ultra Real Estate in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

51% more capital invested

Capital invested by funds: $12.3M → $18.6M (+$6.27M)

11% more funds holding

Funds holding: 2831 (+3)

4.83% more ownership

Funds ownership: 7.58%12.41% (+4.8%)

34% less call options, than puts

Call options by funds: $6.62M | Put options by funds: $9.98M

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
10
Reduced
6
Closed
4
Calls
$6.62M
Puts
$9.98M
Net Calls
-$3.36M
Net Calls Change
+$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
1
Virtu Financial
New York
$4.61M +$2.23M +59,468 +105%
CA
2
Commerzbank Aktiengesellschaft
Germany
$2.39M +$1.59M +42,426 +237%
OAM
3
Orinda Asset Management
California
$2.19M +$861K +22,900 +71%
TFA
4
Toth Financial Advisory
Virginia
$1.54M -$11.3K -300 -0.8%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.04M +$688K +18,296 +229%
TRCT
6
Tower Research Capital (TRC)
New York
$976K +$155K +4,122 +20%
LPL Financial
7
LPL Financial
California
$778K -$118K -3,146 -14%
EWA
8
Exencial Wealth Advisors
Oklahoma
$651K
AWCI
9
Alpine Woods Capital Investors
New York
$635K
Goldman Sachs
10
Goldman Sachs
New York
$466K +$73.3K +1,950 +20%
VKH
11
Virtu KCG Holdings
New York
$451K -$1.43K -38 -0.3%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$399K +$357K +9,510 New
Citadel Advisors
13
Citadel Advisors
Florida
$353K +$334K +8,892 New
Franklin Resources
14
Franklin Resources
California
$293K
QIM
15
Quantitative Investment Management
Virginia
$285K +$271K +7,200 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$269K -$97.9K -2,606 -28%
TH
17
Timber Hill
Connecticut
$223K +$212K +5,630 New
WAM
18
Wolverine Asset Management
Illinois
$222K +$188K +5,000 +833%
Bank of America
19
Bank of America
North Carolina
$207K -$76.3K -2,030 -28%
Morgan Stanley
20
Morgan Stanley
New York
$207K +$51.6K +1,374 +36%
U
21
UBS
Switzerland
$175K -$27.1K -722 -14%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$118K +$112K +2,980 New
BAM
23
Brave Asset Management
New Jersey
$24K
MFS
24
MSI Financial Services
Massachusetts
$16K
WRM
25
Westport Resources Management
Connecticut
$16K +$15K +400 New

URE Hedge Fund Activity: Q1 2014 in Review

31 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Real Estate (URE) for Q1 2014, worth a combined $18.6M — up 51% from $12.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new URE positions and 4 closed out — a net gain of 3 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Virtu Financial, adding an estimated $2.23M. The largest seller was Jane Street, exiting entirely with an estimated $2.16M sold.

  • 31 institutional investors held ProShares Ultra Real Estate (URE) as of Q1 2014, up from 28 in Q4 2013.
  • Funds reported $18.6M of ProShares Ultra Real Estate stock for Q1 2014, up 51% quarter-over-quarter.
  • 7 funds opened new ProShares Ultra Real Estate positions in Q1 2014 and 4 closed out, a net change of +3 holders.
  • The largest ProShares Ultra Real Estate buyer in Q1 2014 was Virtu Financial, an estimated $2.23M added.
  • The largest ProShares Ultra Real Estate seller in Q1 2014 was Jane Street, an estimated $2.16M sold.

Based on aggregated 13F filings for Q1 2014.