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United States Oil Fund
USO

105 hedge funds and large institutions have $868M invested in United States Oil Fund in 2014 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

375% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 12

230% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 10

72% more funds holding

Funds holding: 61 → 105 (+44)

39% more capital invested

Capital invested by funds: $625M → $868M (+$243M)

3.65% less ownership

Funds ownership: 11.25% → 7.59% (-3.7%)

46% less call options, than puts

Call options by funds: $944M | Put options by funds: $1.74B

Holders
105
Holders Change
+44
Holders Change %
+72.13%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.13%
New
57
Increased
33
Reduced
10
Closed
12
Calls
$944M
Puts
$1.74B
Net Calls
-$796M
Net Calls Change
-$582M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$85.6M
2
Goldman Sachs
Goldman Sachs
New York
+$79M
3
VF
Virtu Financial
New York
+$62.9M
4
SCM
Scopia Capital Management
New York
+$49.8M
5
JP Morgan Chase
JP Morgan Chase
New York
+$49.2M

Top Sellers

1
Citigroup
Citigroup
New York
-$29.5M
2
Nomura Holdings
Nomura Holdings
Japan
-$9.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.38M
4
SFG
SNS Financial Group
Minnesota
-$4.23M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$2.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC World Market
51
CIBC World Market
Ontario, Canada
$729K +$992K +4,475 New
QA
52
Quintium Advisors
Tennessee
$659K +$509K +2,295 +131%
PCM
53
Prelude Capital Management
New York
$611K +$832K +3,750 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$610K +$487K +2,196 +142%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$508K +$445K +2,009 +181%
FNYS
56
First New York Securities
New York
$489K +$665K +3,000 New
SFFS
57
Stonehage Fleming Financial Services
Jersey
$478K +$651K +2,938 New
RSS
58
Rosenblum Silverman Sutton
California
$476K +$649K +2,925 New
EEG
59
E.E. Geduld
$407K +$554K +2,500 New
WMSA
60
Weiss Multi-Strategy Advisers
New York
$407K +$554K +2,500 New
BA
61
Boston Advisors
Massachusetts
$393K +$535K +2,411 New
EPM
62
Equitec Proprietary Markets
Illinois
$389K +$530K +2,388 New
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$369K +$502K +2,265 New
PP
64
Prudential plc
United Kingdom
$334K +$455K +2,050 New
BAM
65
Berkshire Asset Management
Pennsylvania
$305K +$416K +1,875 New
N
66
Natixis
France
$305K +$416K +1,875 New
TMC
67
Trellus Management Company
Florida
$305K +$416K +1,875 New
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$298K +$129K +582 +47%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$256K +$216K +972 +161%
B
70
Baird
Wisconsin
$247K +$337K +1,519 New
Bank of New York Mellon
71
Bank of New York Mellon
New York
$214K +$291K +1,313 New
PFA
72
Paradigm Financial Advisors
Missouri
$203K +$277K +1,250 New
FMA
73
FNY Managed Accounts
New York
$199K +$271K +1,222 New
NPC
74
National Planning Corporation
California
$191K +$64.8K +292 +29%
FNBT
75
FineMark National Bank & Trust
Florida
$168K – – –
1 2
3
4 5

USO Hedge Fund Activity: Q4 2014 in Review

105 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q4 2014, worth a combined $868M — up 39% from $625M a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new USO positions and 12 closed out — a net gain of 45 holders — while 33 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $85.6M. The largest seller was Citigroup, cutting an estimated $29.5M.

  • 105 institutional investors held United States Oil Fund (USO) as of Q4 2014, up from 61 in Q3 2014.
  • Funds reported $868M of United States Oil Fund stock for Q4 2014, up 39% quarter-over-quarter.
  • 57 funds opened new United States Oil Fund positions in Q4 2014 and 12 closed out, a net change of +45 holders.
  • The largest United States Oil Fund buyer in Q4 2014 was Morgan Stanley, an estimated $85.6M added.
  • The largest United States Oil Fund seller in Q4 2014 was Citigroup, an estimated $29.5M sold.

Based on aggregated 13F filings for Q4 2014.