We are live on ! Find out more
USO icon

United States Oil Fund
USO

196 hedge funds and large institutions have $581M invested in United States Oil Fund in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 31 increasing their positions, 60 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 32

46% more call options, than puts

Call options by funds: $2B | Put options by funds: $1.37B

11% more funds holding

Funds holding: 176 → 196 (+20)

9% more capital invested

Capital invested by funds: $534M → $581M (+$47.2M)

3.67% more ownership

Funds ownership: 20% → 23.67% (+3.7%)

48% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 60

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
196
Holders Change
+20
Holders Change %
+11.36%
% of All Funds
3.02%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
54
Increased
31
Reduced
60
Closed
32
Calls
$2B
Puts
$1.37B
Net Calls
+$630M
Net Calls Change
+$39M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$61.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$51.1M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$26.8M
4
Squarepoint
Squarepoint
New York
+$21.9M
5
BlackRock
BlackRock
New York
+$8.64M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$42.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$22.4M
3
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$18.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$15.1M
5
VA
Verdad Advisers
Massachusetts
-$10.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
76
Finer Wealth Management
Massachusetts
$386K +$387K +7,106 New
IAN
77
Integrated Advisors Network
Texas
$355K +$272 +5 +0.1%
GCM
78
Goldstream Capital Management
Hong Kong
$349K +$350K +6,429 New
Nomura Asset Management
79
Nomura Asset Management
Japan
$344K +$344K +6,325 New
CWM
80
CIBC World Markets
New York
$326K +$326K +6,000 New
IAG
81
Investmark Advisory Group
Connecticut
$325K +$326K +5,992 New
APA
82
American Portfolios Advisors
New York
$311K -$61.3K -1,127 -16%
BWM
83
Bulltick Wealth Management
Florida
$302K +$302K +5,550 New
IAG
84
Investment Advisory Group
Massachusetts
$300K +$255K +4,684 New
MFG
85
Menard Financial Group
Texas
$281K – – –
MML Investors Services
86
MML Investors Services
Massachusetts
$272K -$80.6K -1,482 -23%
BCA
87
Biltmore Capital Advisors
New Jersey
$272K +$272K +5,000 New
FFG
88
Fortem Financial Group
California
$269K -$123K -2,254 -31%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$268K -$551K -10,127 -67%
CL
90
CPWM LLC
Washington
$264K +$274K +5,032 New
GVAG
91
Great Valley Advisor Group
Delaware
$258K +$258K +4,749 New
BCM
92
Brookstone Capital Management
Illinois
$240K -$32K -589 -12%
SMC
93
Smith, Moore & Co
Missouri
$237K – – –
N
94
Natixis
France
$227K +$227K +4,178 New
FHA
95
Flagship Harbor Advisors
Massachusetts
$215K +$215K +3,949 New
CTC
96
Central Trust Company
Missouri
$214K – – –
WPC
97
Wedmont Private Capital
Pennsylvania
$211K +$197K +3,622 New
UBS Group
98
UBS Group
Switzerland
$205K -$28K -515 -12%
TI
99
Truepoint Inc
Ohio
$203K +$203K +3,733 New
CAL
100
Capital Analysts LLC
Pennsylvania
$136K – – –
2 3
4
5 6

USO Hedge Fund Activity: Q4 2021 in Review

196 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q4 2021, worth a combined $581M — up 8.9% from $534M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new USO positions and 32 closed out — a net gain of 22 holders — while 31 added to existing stakes and 60 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $61.6M. The largest seller was Credit Suisse, cutting an estimated $42.5M.

  • 196 institutional investors held United States Oil Fund (USO) as of Q4 2021, up from 176 in Q3 2021.
  • Funds reported $581M of United States Oil Fund stock for Q4 2021, up 8.9% quarter-over-quarter.
  • 54 funds opened new United States Oil Fund positions in Q4 2021 and 32 closed out, a net change of +22 holders.
  • The largest United States Oil Fund buyer in Q4 2021 was Goldman Sachs, an estimated $61.6M added.
  • The largest United States Oil Fund seller in Q4 2021 was Credit Suisse, an estimated $42.5M sold.

Based on aggregated 13F filings for Q4 2021.