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United States Oil Fund
USO

180 hedge funds and large institutions have $719M invested in United States Oil Fund in 2016 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 38 increasing their positions, 60 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

2% more funds holding

Funds holding: 176 → 180 (+4)

0.33% less ownership

Funds ownership: 3.15% → 2.81% (-0.33%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

18% less capital invested

Capital invested by funds: $875M → $719M (-$155M)

29% less call options, than puts

Call options by funds: $945M | Put options by funds: $1.34B

37% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 60

Holders
180
Holders Change
+4
Holders Change %
+2.27%
% of All Funds
4.5%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
39
Increased
38
Reduced
60
Closed
30
Calls
$945M
Puts
$1.34B
Net Calls
-$395M
Net Calls Change
-$321M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$24M
2
Bank of America
Bank of America
North Carolina
+$17.9M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$14.2M
4
MC
Maplelane Capital
New York
+$11.8M
5
Barclays
Barclays
United Kingdom
+$9.46M

Top Sellers

1
HI
HBK Investments
Texas
-$79.9M
2
UBS Group
UBS Group
Switzerland
-$59.9M
3
Citigroup
Citigroup
New York
-$57M
4
Goldman Sachs
Goldman Sachs
New York
-$28.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$25.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
76
Paradigm Financial Advisors
Missouri
$590K +$77.7K +880 +16%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$548K -$7.5K -85 -1%
FHC
78
First Heartland Consultants
Missouri
$546K -$1.48M -16,757 -74%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$502K – – –
SPC
80
Sigma Planning Corp
Michigan
$483K +$25.7K +291 +6%
CC
81
Colrain Capital
Massachusetts
$469K – – –
Mirae Asset Global Investments
82
Mirae Asset Global Investments
South Korea
$469K – – –
ID
83
Integral Derivatives
New York
$468K +$217K +2,462 +97%
CF
84
CenterStar Fund
Illinois
$453K – – –
SMFG
85
Sumitomo Mitsui Financial Group
Japan
$428K +$403K +4,566 New
RJA
86
Raymond James & Associates
Florida
$412K -$282K -3,194 -42%
TSS
87
Two Sigma Securities
New York
$406K -$20K -226 -5%
MLIC
88
Mandatum Life Insurance Company
Finland
$396K +$6.09K +69 +2%
RIA
89
Regal Investment Advisors
Michigan
$394K +$371K +4,198 New
ACM
90
Americafirst Capital Management
California
$393K – – –
Comerica Bank
91
Comerica Bank
Texas
$377K – – –
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$366K -$11K -125 -3%
FAAS
93
First Allied Advisory Services
California
$363K -$511K -5,793 -60%
CWM
94
Cornerstone Wealth Management
Missouri
$363K -$17K -192 -5%
QAM
95
QCI Asset Management
New York
$357K – – –
BA
96
Bristol Advisors
Pennsylvania
$352K +$331K +3,750 New
EDRH
97
Edmond de Rothschild Holding
Switzerland
$349K +$138K +1,559 +72%
PAG
98
Private Advisory Group
Washington
$340K +$321K +3,634 New
TH
99
Timber Hill
Connecticut
$306K -$1.06M -12,036 -79%
LA
100
Legacy Advisors
Pennsylvania
$289K +$273K +3,087 New
2 3
4
5 6

USO Hedge Fund Activity: Q4 2016 in Review

180 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q4 2016, worth a combined $719M — down 18% from $875M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new USO positions and 30 closed out — a net gain of 9 holders — while 38 added to existing stakes and 60 trimmed.

The largest buyer was Credit Suisse, adding an estimated $24M. The largest seller was HBK Investments, cutting an estimated $79.9M.

  • 180 institutional investors held United States Oil Fund (USO) as of Q4 2016, up from 176 in Q3 2016.
  • Funds reported $719M of United States Oil Fund stock for Q4 2016, down 18% quarter-over-quarter.
  • 39 funds opened new United States Oil Fund positions in Q4 2016 and 30 closed out, a net change of +9 holders.
  • The largest United States Oil Fund buyer in Q4 2016 was Credit Suisse, an estimated $24M added.
  • The largest United States Oil Fund seller in Q4 2016 was HBK Investments, an estimated $79.9M sold.

Based on aggregated 13F filings for Q4 2016.