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United States Oil Fund
USO

171 hedge funds and large institutions have $704M invested in United States Oil Fund in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 67 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.48% more ownership

Funds ownership: 3.2% → 3.68% (+0.48%)

4% less call options, than puts

Call options by funds: $964M | Put options by funds: $1.01B

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

3% less funds holding

Funds holding: 177 → 171 (-6)

16% less capital invested

Capital invested by funds: $839M → $704M (-$135M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

52% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 67

Holders
171
Holders Change
-6
Holders Change %
-3.39%
% of All Funds
4.26%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
25
Increased
32
Reduced
67
Closed
27
Calls
$964M
Puts
$1.01B
Net Calls
-$43.3M
Net Calls Change
+$331M

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$77.5M
2
Morgan Stanley
Morgan Stanley
New York
+$39.6M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$30.8M
4
JP Morgan Chase
JP Morgan Chase
New York
+$25M
5
CS
Credit Suisse
Switzerland
+$15.2M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$120M
2
CI
Clal Insurance
Israel
-$85.2M
3
FTUS
Flow Traders U.S.
New York
-$54.6M
4
Bank of America
Bank of America
North Carolina
-$26.2M
5
Jane Street
Jane Street
New York
-$18.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
WP Advisors
California
$3.78M -$98.2K -1,246 -3%
PVH
27
Psagot Value Holdings
Israel
$3.66M -$1.28M -16,250 -27%
BG
28
Bollard Group
Massachusetts
$3.59M -$3.21M -40,688 -49%
Bank of Nova Scotia
29
Bank of Nova Scotia
Ontario, Canada
$3.36M -$909K -11,538 -22%
CC
30
Chanos & Company
New York
$3.06M -$35.5K -451 -1%
ED
31
Exane Derivatives
France
$2.56M +$322K +4,086 +15%
VF
32
Virtu Financial
New York
$2.56M -$590K -7,483 -20%
UBS Group
33
UBS Group
Switzerland
$2.13M -$477K -6,052 -19%
IP
34
Interval Partners
New York
$2.09M -$754K -9,576 -28%
HighTower Advisors
35
HighTower Advisors
Illinois
$2.04M +$1.75M +22,182 +977%
TSS
36
Two Sigma Securities
New York
$1.95M +$1.35M +17,118 +272%
IA
37
IFP Advisors
Florida
$1.75M -$483K -6,130 -23%
CA
38
Cetera Advisors
Colorado
$1.71M +$88.6K +1,125 +6%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$1.55M +$3.62K +46 +0.2%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.55M -$159K -2,015 -10%
LNC
41
Lincoln National Corp
Pennsylvania
$1.54M +$8.74K +111 +0.6%
William Blair & Company
42
William Blair & Company
Illinois
$1.39M +$1.31M +16,601 New
NPC
43
National Planning Corporation
California
$1.35M -$635K -8,054 -33%
JG
44
Jefferies Group
New York
$1.3M +$1.23M +15,625 New
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.28M -$2.48M -31,497 -67%
Nomura Asset Management
46
Nomura Asset Management
Japan
$1.26M +$86.7K +1,100 +8%
PAG
47
Private Advisor Group
New Jersey
$1.18M +$255K +3,231 +28%
US Bancorp
48
US Bancorp
Minnesota
$1.1M – – –
CWM
49
CIBC World Markets
New York
$1.06M +$51.2K +650 +5%
ICOA
50
Investment Centers of America
North Dakota
$961K -$164K -2,086 -15%
1
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USO Hedge Fund Activity: Q3 2017 in Review

171 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q3 2017, worth a combined $704M — down 16% from $839M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of USO and 25 opened new positions — a net loss of 2 holders — while 67 trimmed existing stakes and 32 added.

The largest buyer was Citigroup, adding an estimated $77.5M. The largest seller was Susquehanna International Group, cutting an estimated $120M.

  • 171 institutional investors held United States Oil Fund (USO) as of Q3 2017, down from 177 in Q2 2017.
  • Funds reported $704M of United States Oil Fund stock for Q3 2017, down 16% quarter-over-quarter.
  • 25 funds opened new United States Oil Fund positions in Q3 2017 and 27 closed out, a net change of -2 holders.
  • The largest United States Oil Fund buyer in Q3 2017 was Citigroup, an estimated $77.5M added.
  • The largest United States Oil Fund seller in Q3 2017 was Susquehanna International Group, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2017.