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United States Oil Fund

216 hedge funds and large institutions have $650M invested in United States Oil Fund in 2020 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 70 increasing their positions, 19 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 29

268% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 19

53% more funds holding

Funds holding: 141216 (+75)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more capital invested

Capital invested by funds: $518M → $650M (+$132M)

12.14% more ownership

Funds ownership: 4.65%16.79% (+12%)

54% less call options, than puts

Call options by funds: $262M | Put options by funds: $570M

Holders
216
Holders Change
+75
Holders Change %
+53.19%
% of All Funds
4.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
108
Increased
70
Reduced
19
Closed
29
Calls
$262M
Puts
$570M
Net Calls
-$308M
Net Calls Change
-$72.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
51
Nomura Asset Management
Japan
$568K +$1.01M +13,163 +356%
S
52
SignatureFD
Georgia
$522K +$1.19M +15,491 New
APA
53
American Portfolios Advisors
New York
$499K +$1.07M +13,948 +1,598%
TSS
54
Two Sigma Securities
New York
$487K +$785K +10,184 +239%
LWAC
55
Laurel Wealth Advisors (California)
California
$454K +$1.04M +13,487 New
DI
56
DFPG Investments
Utah
$440K +$957K +12,421 New
CA
57
Cetera Advisors
Colorado
$439K +$1M +13,043 New
Daiwa Securities Group
58
Daiwa Securities Group
Japan
$433K +$385K +5,000 +64%
Creative Planning
59
Creative Planning
Kansas
$423K +$967K +12,556 New
MAMNY
60
Marathon Asset Management (New York)
New York
$421K +$963K +12,500 New
Deutsche Bank
61
Deutsche Bank
Germany
$416K +$306K +3,972 +47%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$409K +$607K +7,878 +185%
MIH
63
Meitav Investment House
Israel
$398K +$905K +11,750 New
GHA
64
GW Henssler & Associates
Georgia
$381K +$871K +11,307 New
MML Investors Services
65
MML Investors Services
Massachusetts
$345K +$21.4K +278 +3%
GRP
66
Global Retirement Partners
California
$333K +$565K +7,338 +289%
SF
67
Synovus Financial
Georgia
$321K +$729K +9,469 +15,523%
William Blair & Company
68
William Blair & Company
Illinois
$307K +$194K +2,521 +38%
MLIC
69
Mandatum Life Insurance Company
Finland
$294K +$672K +8,718 New
MA
70
Mutual Advisors
Nebraska
$289K +$556K +7,212 +524%
FMBTD
71
First Midwest Bank Trust Division
Illinois
$270K +$618K +8,028 New
PAG
72
Private Advisor Group
New Jersey
$260K +$1.1M +14,300 +251%
JG
73
Jefferies Group
New York
$250K +$572K +7,425 New
SMFG
74
Sumitomo Mitsui Financial Group
Japan
$249K +$569K +7,382 New
VFA
75
Valeo Financial Advisors
Indiana
$244K +$447K +5,808 +1,856%

USO Hedge Fund Activity: Q1 2020 in Review

216 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q1 2020, worth a combined $650M — up 26% from $518M a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new USO positions and 29 closed out — a net gain of 79 holders — while 70 added to existing stakes and 19 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $386M. The largest seller was UBS Group, cutting an estimated $38.6M.

  • 216 institutional investors held United States Oil Fund (USO) as of Q1 2020, up from 141 in Q4 2019.
  • Funds reported $650M of United States Oil Fund stock for Q1 2020, up 26% quarter-over-quarter.
  • 108 funds opened new United States Oil Fund positions in Q1 2020 and 29 closed out, a net change of +79 holders.
  • The largest United States Oil Fund buyer in Q1 2020 was Susquehanna International Group, an estimated $386M added.
  • The largest United States Oil Fund seller in Q1 2020 was UBS Group, an estimated $38.6M sold.

Based on aggregated 13F filings for Q1 2020.