United States 12 Month Oil Fund,
15 hedge funds and large institutions have $6.83M invested in United States 12 Month Oil Fund, in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 8 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
1.73% less ownership
Funds ownership: 21.41% → 19.68% (-1.7%)
12% less call options, than puts
Call options by funds: $936K | Put options by funds: $1.06M
21% less funds holding
Funds holding: 19 → 15 (-4)
34% less capital invested
Capital invested by funds: $10.3M → $6.83M (-$3.48M)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.29M |
| 2 |
Jane Street
New York
|
+$582K |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$248K |
| 4 |
GF
Gerstein Fisher
New York
|
+$84.1K |
| 5 |
LPL Financial
San Diego,
California
|
+$38.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$1.05M |
| 2 |
GLI
Guardian Life Insurance
New York
|
-$771K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$660K |
| 4 |
JP Morgan Chase
New York
|
-$308K |
| 5 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$229K |
USL Hedge Fund Activity: Q4 2014 in Review
15 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in United States 12 Month Oil Fund, (USL) for Q4 2014, worth a combined $6.83M — down 34% from $10.3M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of USL and 5 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 6 added.
The largest buyer was Morgan Stanley, adding an estimated $2.29M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $1.05M sold.
- 15 institutional investors held United States 12 Month Oil Fund, (USL) as of Q4 2014, down from 19 in Q3 2014.
- Funds reported $6.83M of United States 12 Month Oil Fund, stock for Q4 2014, down 34% quarter-over-quarter.
- 5 funds opened new United States 12 Month Oil Fund, positions in Q4 2014 and 8 closed out, a net change of -3 holders.
- The largest United States 12 Month Oil Fund, buyer in Q4 2014 was Morgan Stanley, an estimated $2.29M added.
- The largest United States 12 Month Oil Fund, seller in Q4 2014 was Virtu KCG Holdings, an estimated $1.05M sold.
Based on aggregated 13F filings for Q4 2014.