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United States Oil Fund

127 hedge funds and large institutions have $585M invested in United States Oil Fund in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 52 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% less ownership

Funds ownership: 6.31%5.4% (-0.91%)

11% less funds holding

Funds holding: 143127 (-16)

19% less capital invested

Capital invested by funds: $722M → $585M (-$137M)

21% less call options, than puts

Call options by funds: $691M | Put options by funds: $871M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

50% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 30

62% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 52

Holders
127
Holders Change
-16
Holders Change %
-11.19%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
15
Increased
20
Reduced
52
Closed
30
Calls
$691M
Puts
$871M
Net Calls
-$180M
Net Calls Change
+$205M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$141K -$18.1K -193 -11%
IA
77
IFG Advisory
Georgia
$136K +$142K +1,507 New
MA
78
Mutual Advisors
Nebraska
$125K -$7.42K -79 -5%
RCAG
79
Rehmann Capital Advisory Group
Michigan
$122K -$36.8K -392 -23%
S
80
SignatureFD
Georgia
$117K
BOTW
81
Bank of the West
California
$116K -$26.5K -282 -18%
US Bancorp
82
US Bancorp
Minnesota
$91K +$90K +959 +2,339%
APA
83
American Portfolios Advisors
New York
$87.3K -$7.32K -78 -7%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$84K
WAS
85
Winch Advisory Services
Wisconsin
$62K -$4.51K -48 -7%
TRCT
86
Tower Research Capital (TRC)
New York
$38K +$39.2K +417 New
FWM
87
Focused Wealth Management
New York
$35K
TA
88
Thor Advisors
New York
$30K +$31.2K +332 New
VFA
89
Valeo Financial Advisors
Indiana
$28K
AIM
90
Advantage Investment Management
Iowa
$25K -$1.78K -19 -6%
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$24K +$23.5K +250 +1,923%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$23K -$40.2K -428 -63%
IBOK
93
Independence Bank of Kentucky
Kentucky
$23K
TCOV
94
Trust Company of Vermont
Vermont
$23K
TFS
95
TrustCore Financial Services
Tennessee
$20K
AWM
96
Avior Wealth Management
Nebraska
$18K
IF
97
Ironwood Financial
Arizona
$18K
Simplex Trading
98
Simplex Trading
Illinois
$17K -$1.2M -12,777 -99%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$13K -$29.4K -313 -69%
APC
100
Aspire Private Capital
North Carolina
$13K -$13.3K -142 Closed

USO Hedge Fund Activity: Q3 2019 in Review

127 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q3 2019, worth a combined $585M — down 19% from $722M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of USO and 15 opened new positions — a net loss of 15 holders — while 52 trimmed existing stakes and 20 added.

The largest buyer was JP Morgan Chase, adding an estimated $111M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $53.1M.

  • 127 institutional investors held United States Oil Fund (USO) as of Q3 2019, down from 143 in Q2 2019.
  • Funds reported $585M of United States Oil Fund stock for Q3 2019, down 19% quarter-over-quarter.
  • 15 funds opened new United States Oil Fund positions in Q3 2019 and 30 closed out, a net change of -15 holders.
  • The largest United States Oil Fund buyer in Q3 2019 was JP Morgan Chase, an estimated $111M added.
  • The largest United States Oil Fund seller in Q3 2019 was BNP Paribas Financial Markets, an estimated $53.1M sold.

Based on aggregated 13F filings for Q3 2019.