United States Oil Fund
105 hedge funds and large institutions have $868M invested in United States Oil Fund in 2014 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 12 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
375% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 12
230% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 10
72% more funds holding
Funds holding: 61 → 105 (+44)
39% more capital invested
Capital invested by funds: $625M → $868M (+$243M)
3.65% less ownership
Funds ownership: 11.25% → 7.59% (-3.7%)
46% less call options, than puts
Call options by funds: $944M | Put options by funds: $1.74B
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$85.6M |
| 2 |
Goldman Sachs
New York
|
+$79M |
| 3 |
VF
Virtu Financial
New York
|
+$62.9M |
| 4 |
SCM
Scopia Capital Management
New York
|
+$49.8M |
| 5 |
JP Morgan Chase
New York
|
+$49.2M |
Top Sellers
| 1 |
Citigroup
New York
|
-$29.5M |
| 2 |
Nomura Holdings
Tokyo,
Japan
|
-$9.9M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.38M |
| 4 |
SFG
SNS Financial Group
Minneapolis,
Minnesota
|
-$4.23M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$2.65M |
USO Hedge Fund Activity: Q4 2014 in Review
105 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q4 2014, worth a combined $868M — up 39% from $625M a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new USO positions and 12 closed out — a net gain of 45 holders — while 33 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $85.6M. The largest seller was Citigroup, cutting an estimated $29.5M.
- 105 institutional investors held United States Oil Fund (USO) as of Q4 2014, up from 61 in Q3 2014.
- Funds reported $868M of United States Oil Fund stock for Q4 2014, up 39% quarter-over-quarter.
- 57 funds opened new United States Oil Fund positions in Q4 2014 and 12 closed out, a net change of +45 holders.
- The largest United States Oil Fund buyer in Q4 2014 was Morgan Stanley, an estimated $85.6M added.
- The largest United States Oil Fund seller in Q4 2014 was Citigroup, an estimated $29.5M sold.
Based on aggregated 13F filings for Q4 2014.