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United States Oil Fund

196 hedge funds and large institutions have $581M invested in United States Oil Fund in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 31 increasing their positions, 60 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 32

46% more call options, than puts

Call options by funds: $2B | Put options by funds: $1.37B

11% more funds holding

Funds holding: 176196 (+20)

9% more capital invested

Capital invested by funds: $534M → $581M (+$47.2M)

3.67% more ownership

Funds ownership: 20%23.67% (+3.7%)

48% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 60

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
196
Holders Change
+20
Holders Change %
+11.36%
% of All Funds
3.02%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
54
Increased
31
Reduced
60
Closed
32
Calls
$2B
Puts
$1.37B
Net Calls
+$630M
Net Calls Change
+$39M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
26
HSBC Holdings
United Kingdom
$3.06M -$1.15M -21,097 -28%
HWA
27
HCR Wealth Advisors
California
$3.04M
PFS
28
Prospera Financial Services
Texas
$2.96M -$914K -16,797 -24%
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.68M -$83.5K -1,536 -3%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.31M -$11K -202 -0.5%
PL
31
Parkwood LLC
Ohio
$2.28M -$276K -5,066 -34%
RBC
32
Rye Brook Capital
Connecticut
$2.21M +$2.21M +40,700 New
IG
33
ING Group
Netherlands
$2.07M
LNC
34
Lincoln National Corp
Pennsylvania
$1.99M -$330K -6,070 -14%
KAS
35
Kestra Advisory Services
Texas
$1.92M +$132K +2,426 +7%
HT
36
HAP Trading
New York
$1.53M +$544K +9,993 +55%
Daiwa Securities Group
37
Daiwa Securities Group
Japan
$1.51M -$10.9K -200 -0.7%
CG
38
Castellan Group
Kentucky
$1.5M +$15.9K +292 +1%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.45M -$247K -4,542 -15%
GEM
40
Global Endowment Management
North Carolina
$1.44M +$1.44M +26,460 New
Wells Fargo
41
Wells Fargo
California
$1.28M -$145K -2,663 -10%
HighTower Advisors
42
HighTower Advisors
Illinois
$1.28M -$881K -16,204 -41%
Mirae Asset Global Investments
43
Mirae Asset Global Investments
South Korea
$1.15M -$1.18M -21,709 -51%
STA
44
Summit Trail Advisors
New York
$1.13M -$295K -5,415 -21%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$1.12M -$5.75M -105,642 -84%
RFWA
46
RPg Family Wealth Advisory
Massachusetts
$1.1M -$10.5K -193 -0.9%
GIM
47
Grassi Investment Management
California
$1.09M
Creative Planning
48
Creative Planning
Kansas
$1.04M -$6.91K -127 -0.7%
CA
49
Cetera Advisors
Colorado
$1.03M +$13.2K +243 +1%
BOTW
50
Bank of the West
California
$1.03M

USO Hedge Fund Activity: Q4 2021 in Review

196 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q4 2021, worth a combined $581M — up 8.9% from $534M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new USO positions and 32 closed out — a net gain of 22 holders — while 31 added to existing stakes and 60 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $61.6M. The largest seller was Credit Suisse, cutting an estimated $42.5M.

  • 196 institutional investors held United States Oil Fund (USO) as of Q4 2021, up from 176 in Q3 2021.
  • Funds reported $581M of United States Oil Fund stock for Q4 2021, up 8.9% quarter-over-quarter.
  • 54 funds opened new United States Oil Fund positions in Q4 2021 and 32 closed out, a net change of +22 holders.
  • The largest United States Oil Fund buyer in Q4 2021 was Goldman Sachs, an estimated $61.6M added.
  • The largest United States Oil Fund seller in Q4 2021 was Credit Suisse, an estimated $42.5M sold.

Based on aggregated 13F filings for Q4 2021.