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United States Oil Fund
USO

180 hedge funds and large institutions have $719M invested in United States Oil Fund in 2016 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 38 increasing their positions, 60 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

2% more funds holding

Funds holding: 176 → 180 (+4)

0.33% less ownership

Funds ownership: 3.15% → 2.81% (-0.33%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

18% less capital invested

Capital invested by funds: $875M → $719M (-$155M)

29% less call options, than puts

Call options by funds: $945M | Put options by funds: $1.34B

37% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 60

Holders
180
Holders Change
+4
Holders Change %
+2.27%
% of All Funds
4.5%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
39
Increased
38
Reduced
60
Closed
30
Calls
$945M
Puts
$1.34B
Net Calls
-$395M
Net Calls Change
-$321M

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$24M
2
Bank of America
Bank of America
North Carolina
+$17.9M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$14.2M
4
MC
Maplelane Capital
New York
+$11.8M
5
Barclays
Barclays
United Kingdom
+$9.46M

Top Sellers

Rank Fund Capital Flow
1
HI
HBK Investments
Texas
-$79.9M
2
UBS Group
UBS Group
Switzerland
-$59.9M
3
Citigroup
Citigroup
New York
-$57M
4
Goldman Sachs
Goldman Sachs
New York
-$28.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$25.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
WP Advisors
California
$6.45M +$6.07M +68,794 New
FTUS
27
Flow Traders U.S.
New York
$6.02M -$9.33M -105,712 -62%
PVH
28
Psagot Value Holdings
Israel
$5.94M +$5.58M +63,227 +37,192%
ACI
29
AB CarVal Investors
Minnesota
$5.86M – – –
HFM
30
Harvest Fund Management
China
$5.72M +$5.39M +61,000 New
S
31
SignatureFD
Georgia
$5.38M – – –
Bank of Nova Scotia
32
Bank of Nova Scotia
Ontario, Canada
$5.21M -$227K -2,575 -4%
SMC
33
S. Muoio & Co
New York
$4.69M +$4.41M +50,000 New
Walleye Trading
34
Walleye Trading
New York
$4.38M +$3.61M +40,917 +711%
Parallax Volatility Advisers
35
Parallax Volatility Advisers
California
$3.87M +$3.48M +39,419 +2,184%
Daiwa Securities Group
36
Daiwa Securities Group
Japan
$3.47M +$3.19M +36,162 +4,315%
BCM
37
Bluefin Capital Management
New York
$3.4M -$723K -8,188 -18%
Twin Tree Management
38
Twin Tree Management
Texas
$3.38M +$3.19M +36,099 New
CC
39
Chanos & Company
New York
$3.31M -$1.49M -16,836 -32%
UBS Group
40
UBS Group
Switzerland
$3.19M -$59.9M -678,316 -95%
SG Americas Securities
41
SG Americas Securities
New York
$3.15M -$1.84M -20,852 -38%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$2.63M -$1.01M -11,434 -29%
MLM
43
Mount Lucas Management
Pennsylvania
$2.54M +$2.39M +27,121 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$2.51M -$235K -2,660 -9%
JP Morgan Chase
45
JP Morgan Chase
New York
$2.24M +$1.71M +19,372 +427%
IA
46
IFP Advisors
Florida
$2.09M +$290K +3,288 +17%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$2.06M +$700K +7,932 +57%
MFS
48
MSI Financial Services
Massachusetts
$1.96M +$439K +4,969 +31%
IP
49
Interval Partners
New York
$1.9M +$128K +1,454 +8%
BOTW
50
Bank of the West
California
$1.87M -$837K -9,478 -32%
1
2
3 4 5

USO Hedge Fund Activity: Q4 2016 in Review

180 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q4 2016, worth a combined $719M — down 18% from $875M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new USO positions and 30 closed out — a net gain of 9 holders — while 38 added to existing stakes and 60 trimmed.

The largest buyer was Credit Suisse, adding an estimated $24M. The largest seller was HBK Investments, cutting an estimated $79.9M.

  • 180 institutional investors held United States Oil Fund (USO) as of Q4 2016, up from 176 in Q3 2016.
  • Funds reported $719M of United States Oil Fund stock for Q4 2016, down 18% quarter-over-quarter.
  • 39 funds opened new United States Oil Fund positions in Q4 2016 and 30 closed out, a net change of +9 holders.
  • The largest United States Oil Fund buyer in Q4 2016 was Credit Suisse, an estimated $24M added.
  • The largest United States Oil Fund seller in Q4 2016 was HBK Investments, an estimated $79.9M sold.

Based on aggregated 13F filings for Q4 2016.