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United States Oil Fund

184 hedge funds and large institutions have $931M invested in United States Oil Fund in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 29 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

2% more funds holding

Funds holding: 180184 (+4)

3.84% less ownership

Funds ownership: 25.21%21.38% (-3.8%)

11% less capital invested

Capital invested by funds: $1.04B → $931M (-$110M)

17% less call options, than puts

Call options by funds: $977M | Put options by funds: $1.17B

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

55% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 64

Holders
184
Holders Change
+4
Holders Change %
+2.22%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
29
Reduced
64
Closed
28
Calls
$977M
Puts
$1.17B
Net Calls
-$195M
Net Calls Change
+$183M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
51
Grassi Investment Management
California
$660K
Lido Advisors
52
Lido Advisors
California
$641K +$9.7K +327 +2%
BOTW
53
Bank of the West
California
$632K -$449K -15,143 -44%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$555K -$99.1K -3,341 -17%
HF
55
HRT Financial
New York
$527K -$2.39M -80,501 -83%
AWM
56
AE Wealth Management
Kansas
$502K +$82.7K +2,790 +22%
PAG
57
Private Advisor Group
New Jersey
$480K -$100K -3,372 -19%
TFO
58
Tarbox Family Office
California
$462K +$415K +14,000 New
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$451K +$214K +7,222 +112%
BWM
60
Bulltick Wealth Management
Florida
$435K +$391K +13,179 New
MA
61
Mutual Advisors
Nebraska
$431K -$53.7K -1,812 -12%
SW
62
SVB Wealth
Massachusetts
$413K
Truist Financial
63
Truist Financial
North Carolina
$410K -$2.37K -80 -0.6%
S
64
SignatureFD
Georgia
$377K -$19.3K -650 -5%
GHA
65
GW Henssler & Associates
Georgia
$368K -$4.39K -148 -1%
MAFM
66
Mid Atlantic Financial Management
Pennsylvania
$367K +$32.3K +1,090 +11%
CA
67
Clearstead Advisors
Ohio
$364K -$24.1K -812 -7%
UMC
68
United Maritime Capital
New York
$364K +$327K +11,037 New
FFG
69
Fortem Financial Group
California
$360K -$379K -12,794 -54%
PVH
70
Psagot Value Holdings
Israel
$351K
MLIC
71
Mandatum Life Insurance Company
Finland
$322K -$30 -1 -0%
SPC
72
Sigma Planning Corp
Michigan
$317K +$284K +9,591 New
NFG
73
Next Financial Group
Texas
$308K -$27.7K -935 -9%
FI
74
FormulaFolio Investments
Michigan
$299K +$269K +9,056 New
MML Investors Services
75
MML Investors Services
Massachusetts
$298K -$97.6K -3,290 -27%

USO Hedge Fund Activity: Q4 2020 in Review

184 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q4 2020, worth a combined $931M — down 11% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new USO positions and 28 closed out — a net gain of 6 holders — while 29 added to existing stakes and 64 trimmed.

The largest buyer was Credit Suisse, adding an estimated $9.58M. The largest seller was Susquehanna International Group, cutting an estimated $179M.

  • 184 institutional investors held United States Oil Fund (USO) as of Q4 2020, up from 180 in Q3 2020.
  • Funds reported $931M of United States Oil Fund stock for Q4 2020, down 11% quarter-over-quarter.
  • 34 funds opened new United States Oil Fund positions in Q4 2020 and 28 closed out, a net change of +6 holders.
  • The largest United States Oil Fund buyer in Q4 2020 was Credit Suisse, an estimated $9.58M added.
  • The largest United States Oil Fund seller in Q4 2020 was Susquehanna International Group, an estimated $179M sold.

Based on aggregated 13F filings for Q4 2020.