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United States Oil Fund

169 hedge funds and large institutions have $691M invested in United States Oil Fund in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 60 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% more ownership

Funds ownership: 2.81%2.88% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

4% less capital invested

Capital invested by funds: $719M → $691M (-$28.3M)

6% less funds holding

Funds holding: 180169 (-11)

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

38% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 60

40% less call options, than puts

Call options by funds: $710M | Put options by funds: $1.18B

Holders
169
Holders Change
-11
Holders Change %
-6.11%
% of All Funds
4.21%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
26
Increased
37
Reduced
60
Closed
34
Calls
$710M
Puts
$1.18B
Net Calls
-$471M
Net Calls Change
-$76.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$404K +$420K +4,742 New
RJA
77
Raymond James & Associates
Florida
$366K -$7.71K -87 -2%
SPC
78
Sigma Planning Corp
Michigan
$361K -$79.9K -902 -18%
CWM
79
Cornerstone Wealth Management
Missouri
$338K -$3.45K -39 -1%
Comerica Bank
80
Comerica Bank
Texas
$338K
MLIC
81
Mandatum Life Insurance Company
Finland
$333K -$27.6K -312 -7%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$332K
EDRH
83
Edmond de Rothschild Holding
Switzerland
$312K
CL
84
CPWM LLC
Washington
$293K +$83.3K +940 +38%
IAA
85
Independent Advisor Alliance
North Carolina
$291K +$302K +3,404 New
LFAS
86
Level Four Advisory Services
Texas
$249K +$122K +1,375 +89%
ZF
87
Zhang Financial
Michigan
$247K
FHC
88
First Heartland Consultants
Missouri
$237K -$269K -3,035 -52%
Daiwa Securities Group
89
Daiwa Securities Group
Japan
$218K -$3.05M -34,437 -93%
CAN
90
Cetera Advisor Networks
California
$218K +$13.8K +156 +6%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$213K +$221K +2,500 New
SWP
92
Stratos Wealth Partners
Ohio
$203K -$51.9K -586 -20%
Bank of New York Mellon
93
Bank of New York Mellon
New York
$193K -$317K -3,578 -61%
IWMPD
94
Integrated Wealth Management (Palm Desert)
California
$185K +$5.58K +63 +3%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$184K -$25.5K -288 -12%
AW
96
ACG Wealth
Georgia
$184K -$13.3K -150 -7%
RCAG
97
Rehmann Capital Advisory Group
Michigan
$177K +$19K +215 +12%
MWM
98
Mission Wealth Management
California
$176K +$183K +2,063 New
FAAS
99
First Allied Advisory Services
California
$175K -$161K -1,814 -47%
HighTower Advisors
100
HighTower Advisors
Illinois
$172K +$12.1K +137 +7%

USO Hedge Fund Activity: Q1 2017 in Review

169 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q1 2017, worth a combined $691M — down 3.9% from $719M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of USO and 26 opened new positions — a net loss of 8 holders — while 60 trimmed existing stakes and 37 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $56.5M. The largest seller was Morgan Stanley, cutting an estimated $25.8M.

  • 169 institutional investors held United States Oil Fund (USO) as of Q1 2017, down from 180 in Q4 2016.
  • Funds reported $691M of United States Oil Fund stock for Q1 2017, down 3.9% quarter-over-quarter.
  • 26 funds opened new United States Oil Fund positions in Q1 2017 and 34 closed out, a net change of -8 holders.
  • The largest United States Oil Fund buyer in Q1 2017 was Susquehanna International Group, an estimated $56.5M added.
  • The largest United States Oil Fund seller in Q1 2017 was Morgan Stanley, an estimated $25.8M sold.

Based on aggregated 13F filings for Q1 2017.