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United States Oil Fund

216 hedge funds and large institutions have $650M invested in United States Oil Fund in 2020 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 70 increasing their positions, 19 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 29

268% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 19

53% more funds holding

Funds holding: 141216 (+75)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more capital invested

Capital invested by funds: $518M → $650M (+$132M)

12.14% more ownership

Funds ownership: 4.65%16.79% (+12%)

54% less call options, than puts

Call options by funds: $262M | Put options by funds: $570M

Holders
216
Holders Change
+75
Holders Change %
+53.19%
% of All Funds
4.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
108
Increased
70
Reduced
19
Closed
29
Calls
$262M
Puts
$570M
Net Calls
-$308M
Net Calls Change
-$72.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
226
Bank of New York Mellon
New York
-$211K -2,062 Closed
VCM
227
Virtue Capital Management
Tennessee
-$192K -1,875 Closed
Prudential Financial
228
Prudential Financial
New Jersey
-$149K -1,454 Closed
BA
229
Ballew Advisors
Mississippi
-$125K -1,250 Closed
Kayne Anderson Rudnick Investment Management
230
Kayne Anderson Rudnick Investment Management
California
-$113K -1,100 Closed
SC
231
Solstein Capital
California
-$95K -929 Closed
OPS
232
Orion Portfolio Solutions
Nebraska
-$32K -315 Closed
TCOV
233
Trust Company of Vermont
Vermont
-$26K -250 Closed
FWM
234
Focused Wealth Management
New York
-$17K -169 Closed
PA
235
PSI Advisors
Florida
-$10K -102 Closed
VCP
236
Verus Capital Partners
Arizona
-$10K -100 Closed
OIA
237
Optimum Investment Advisors
Illinois
-$6K -63 Closed
PCIA
238
Prime Capital Investment Advisors
Kansas
-$6K -60 Closed
HWM
239
Howard Wealth Management
Connecticut
-$1K -19 Closed
RMAM
240
Raab & Moskowitz Asset Management
New Jersey
-$1K -13 Closed
TPWA
241
TRUE Private Wealth Advisors
Oregon
-$1K -13 Closed
RDWM
242
Red Door Wealth Management
Tennessee
+$539 +7 New
CAC
243
Certified Advisory Corp
Florida
+$1K +13 New
GSWM
244
Golden State Wealth Management
California
+$1K +13 New

USO Hedge Fund Activity: Q1 2020 in Review

216 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q1 2020, worth a combined $650M — up 26% from $518M a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new USO positions and 29 closed out — a net gain of 79 holders — while 70 added to existing stakes and 19 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $386M. The largest seller was UBS Group, cutting an estimated $38.6M.

  • 216 institutional investors held United States Oil Fund (USO) as of Q1 2020, up from 141 in Q4 2019.
  • Funds reported $650M of United States Oil Fund stock for Q1 2020, up 26% quarter-over-quarter.
  • 108 funds opened new United States Oil Fund positions in Q1 2020 and 29 closed out, a net change of +79 holders.
  • The largest United States Oil Fund buyer in Q1 2020 was Susquehanna International Group, an estimated $386M added.
  • The largest United States Oil Fund seller in Q1 2020 was UBS Group, an estimated $38.6M sold.

Based on aggregated 13F filings for Q1 2020.