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United States Oil Fund

141 hedge funds and large institutions have $518M invested in United States Oil Fund in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 27 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

11% more funds holding

Funds holding: 127141 (+14)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.75% less ownership

Funds ownership: 5.4%4.65% (-0.75%)

11% less capital invested

Capital invested by funds: $585M → $518M (-$66.8M)

34% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 41

34% less call options, than puts

Call options by funds: $451M | Put options by funds: $686M

Holders
141
Holders Change
+14
Holders Change %
+11.02%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
36
Increased
27
Reduced
41
Closed
20
Calls
$451M
Puts
$686M
Net Calls
-$236M
Net Calls Change
-$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
76
Two Sigma Investments
New York
$187K +$173K +1,820 New
RJFSA
77
Raymond James Financial Services Advisors
Florida
$178K -$29.4K -309 -15%
PP
78
Prudential plc
United Kingdom
$169K +$157K +1,650 New
F
79
F3Logic
Minnesota
$159K -$35.6K -375 -19%
IA
80
IFG Advisory
Georgia
$154K
Prudential Financial
81
Prudential Financial
New Jersey
$149K +$138K +1,454 New
Toronto Dominion Bank
82
Toronto Dominion Bank
Ontario, Canada
$142K -$640K -6,737 -83%
MA
83
Mutual Advisors
Nebraska
$141K
GA
84
GFS Advisors
Texas
$134K +$124K +1,306 New
AWM
85
Atticus Wealth Management
Florida
$128K +$119K +1,250 New
VI
86
Vestcor Inc
New Brunswick, Canada
$128K +$119K +1,250 New
BA
87
Ballew Advisors
Mississippi
$125K +$119K +1,250 New
TRCT
88
Tower Research Capital (TRC)
New York
$114K +$66.1K +695 +167%
Kayne Anderson Rudnick Investment Management
89
Kayne Anderson Rudnick Investment Management
California
$113K +$105K +1,100 New
VWM
90
Vigilare Wealth Management
Arizona
$105K +$119K +1,250 New
US Bancorp
91
US Bancorp
Minnesota
$102K
SC
92
Solstein Capital
California
$95K +$88.3K +929 New
APA
93
American Portfolios Advisors
New York
$89.4K -$8.55K -90 -9%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$89K -$308K -3,239 -79%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$84K
WAS
96
Winch Advisory Services
Wisconsin
$70K -$190 -2 -0.3%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$64K +$35.6K +375 +150%
CFGS
98
Concourse Financial Group Securities
Alabama
$40K +$31.3K +329 +522%
SFSIG
99
San Francisco Sentry Investment Group
California
$35K +$32.2K +339 New
VFA
100
Valeo Financial Advisors
Indiana
$32K

USO Hedge Fund Activity: Q4 2019 in Review

141 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q4 2019, worth a combined $518M — down 11% from $585M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new USO positions and 20 closed out — a net gain of 16 holders — while 27 added to existing stakes and 41 trimmed.

The largest buyer was UBS Group, adding an estimated $47.4M. The largest seller was JP Morgan Chase, cutting an estimated $138M.

  • 141 institutional investors held United States Oil Fund (USO) as of Q4 2019, up from 127 in Q3 2019.
  • Funds reported $518M of United States Oil Fund stock for Q4 2019, down 11% quarter-over-quarter.
  • 36 funds opened new United States Oil Fund positions in Q4 2019 and 20 closed out, a net change of +16 holders.
  • The largest United States Oil Fund buyer in Q4 2019 was UBS Group, an estimated $47.4M added.
  • The largest United States Oil Fund seller in Q4 2019 was JP Morgan Chase, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2019.