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United States Oil Fund

141 hedge funds and large institutions have $518M invested in United States Oil Fund in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 27 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

11% more funds holding

Funds holding: 127141 (+14)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.75% less ownership

Funds ownership: 5.4%4.65% (-0.75%)

11% less capital invested

Capital invested by funds: $585M → $518M (-$66.8M)

34% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 41

34% less call options, than puts

Call options by funds: $451M | Put options by funds: $686M

Holders
141
Holders Change
+14
Holders Change %
+11.02%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
36
Increased
27
Reduced
41
Closed
20
Calls
$451M
Puts
$686M
Net Calls
-$236M
Net Calls Change
-$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
51
Paradigm Financial Advisors
Missouri
$534K
RJA
52
Raymond James & Associates
Florida
$508K +$9.22K +97 +2%
IG
53
ING Group
Netherlands
$487K
NA
54
NewEdge Advisors
Louisiana
$463K -$10.3K -108 -2%
AG
55
Advisor Group
Arizona
$461K -$63.4K -667 -13%
LNC
56
Lincoln National Corp
Pennsylvania
$461K -$11.7K -123 -3%
TSS
57
Two Sigma Securities
New York
$437K -$2.07M -21,799 -84%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$437K +$405K +4,265 New
M&T Bank
59
M&T Bank
New York
$434K
Nomura Asset Management
60
Nomura Asset Management
Japan
$379K +$146K +1,537 +71%
CW
61
CreativeOne Wealth
Kansas
$341K +$316K +3,329 New
CMTU
62
Capital Markets Trading (UK)
United Kingdom
$328K +$304K +3,200 New
Comerica Bank
63
Comerica Bank
Texas
$311K
CBT
64
Capital Bank & Trust
California
$300K
FAAS
65
First Allied Advisory Services
California
$281K -$39.2K -412 -13%
TIM
66
Thornburg Investment Management
New Mexico
$268K -$171K -1,800 -41%
GRP
67
Global Retirement Partners
California
$260K +$9.5K +100 +4%
ICA
68
Infrastructure Capital Advisors
New York
$256K +$47.5K +500 +25%
FHA
69
Flagship Harbor Advisors
Massachusetts
$244K +$18.3K +193 +9%
PVH
70
Psagot Value Holdings
Israel
$237K -$843K -8,875 -79%
Ameriprise
71
Ameriprise
Minnesota
$224K -$1.07M -11,296 -84%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$221K -$11.1K -117 -5%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$211K
PBF
74
Petix & Botte Financial
California
$192K +$178K +1,875 New
VCM
75
Virtue Capital Management
Tennessee
$192K +$178K +1,875 New

USO Hedge Fund Activity: Q4 2019 in Review

141 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q4 2019, worth a combined $518M — down 11% from $585M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new USO positions and 20 closed out — a net gain of 16 holders — while 27 added to existing stakes and 41 trimmed.

The largest buyer was UBS Group, adding an estimated $47.4M. The largest seller was JP Morgan Chase, cutting an estimated $138M.

  • 141 institutional investors held United States Oil Fund (USO) as of Q4 2019, up from 127 in Q3 2019.
  • Funds reported $518M of United States Oil Fund stock for Q4 2019, down 11% quarter-over-quarter.
  • 36 funds opened new United States Oil Fund positions in Q4 2019 and 20 closed out, a net change of +16 holders.
  • The largest United States Oil Fund buyer in Q4 2019 was UBS Group, an estimated $47.4M added.
  • The largest United States Oil Fund seller in Q4 2019 was JP Morgan Chase, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2019.