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United States Oil Fund

177 hedge funds and large institutions have $612M invested in United States Oil Fund in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 23 increasing their positions, 54 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 27

18% more capital invested

Capital invested by funds: $518M → $612M (+$93.2M)

6.66% more ownership

Funds ownership: 33.66%40.33% (+6.7%)

7% more funds holding

Funds holding: 166177 (+11)

18% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.91B

57% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 54

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
177
Holders Change
+11
Holders Change %
+6.63%
% of All Funds
2.81%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
23
Reduced
54
Closed
27
Calls
$1.56B
Puts
$1.91B
Net Calls
-$354M
Net Calls Change
-$178M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
51
Lazard Asset Management
New York
$921K -$732K -9,931 -47%
Mirae Asset Global Investments
52
Mirae Asset Global Investments
South Korea
$873K -$177K -2,400 -18%
HighTower Advisors
53
HighTower Advisors
Illinois
$841K -$3.68M -49,932 -83%
GSEP
54
Golden State Equity Partners
California
$803K -$38.7K -525 -5%
SWA
55
Stratos Wealth Advisors
Ohio
$771K -$186K -2,529 -21%
CIBC World Market
56
CIBC World Market
Ontario, Canada
$738K -$267K -3,620 -28%
TF
57
Trek Financial
Arizona
$695K +$634K +8,596 New
Truist Financial
58
Truist Financial
North Carolina
$673K +$1.33K +18 +0.2%
SC
59
Scotia Capital
Ontario, Canada
$666K +$607K +8,235 New
WIP
60
WealthCare Investment Partners
Rhode Island
$644K -$20.6K -280 -3%
CA
61
Cetera Advisors
Colorado
$623K -$21.5K -292 -4%
AAS
62
Avantax Advisory Services
Texas
$620K +$565K +7,667 New
FWM
63
Finer Wealth Management
Massachusetts
$601K
CS
64
Credit Suisse
Switzerland
$601K -$5.49M -74,488 -91%
KP
65
Keel Point
Alabama
$586K
MS
66
Madden Securities
Texas
$577K -$985K -13,367 -65%
IAN
67
Integrated Advisors Network
Texas
$567K
CAM
68
Cresset Asset Management
Illinois
$549K
WWP
69
WR Wealth Planners
Missouri
$507K
IAG
70
Investmark Advisory Group
Connecticut
$479K
CL
71
CSS LLC
Illinois
$471K -$221K -3,000 -34%
KWA
72
Kingswood Wealth Advisors
California
$452K +$412K +5,594 New
IP
73
Ignite Planners
California
$446K +$13.6K +185 +3%
FFS
74
Founders Financial Securities
Maryland
$401K -$5.75K -78 -2%
BSW
75
Buckingham Strategic Wealth
Missouri
$369K

USO Hedge Fund Activity: Q3 2023 in Review

177 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q3 2023, worth a combined $612M — up 18% from $518M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new USO positions and 27 closed out — a net gain of 15 holders — while 23 added to existing stakes and 54 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $90.5M. The largest seller was Sumitomo Mitsui Financial Group, exiting entirely with an estimated $61.5M sold.

  • 177 institutional investors held United States Oil Fund (USO) as of Q3 2023, up from 166 in Q2 2023.
  • Funds reported $612M of United States Oil Fund stock for Q3 2023, up 18% quarter-over-quarter.
  • 42 funds opened new United States Oil Fund positions in Q3 2023 and 27 closed out, a net change of +15 holders.
  • The largest United States Oil Fund buyer in Q3 2023 was Goldman Sachs, an estimated $90.5M added.
  • The largest United States Oil Fund seller in Q3 2023 was Sumitomo Mitsui Financial Group, an estimated $61.5M sold.

Based on aggregated 13F filings for Q3 2023.