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United States Oil Fund

141 hedge funds and large institutions have $1.11B invested in United States Oil Fund in 2015 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 24

104% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 23

34% more funds holding

Funds holding: 105141 (+36)

28% more capital invested

Capital invested by funds: $868M → $1.11B (+$245M)

2.96% less ownership

Funds ownership: 7.59%4.63% (-3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

46% less call options, than puts

Call options by funds: $1.27B | Put options by funds: $2.36B

Holders
141
Holders Change
+36
Holders Change %
+34.29%
% of All Funds
3.76%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
62
Increased
47
Reduced
23
Closed
24
Calls
$1.27B
Puts
$2.36B
Net Calls
-$1.09B
Net Calls Change
-$297M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Gupta Wealth Management
California
$157K +$168K +1,169 New
FNBT
102
FineMark National Bank & Trust
Florida
$139K
Creative Planning
103
Creative Planning
Kansas
$132K +$110K +763 +350%
US Bancorp
104
US Bancorp
Minnesota
$131K +$60.2K +418 +75%
WA
105
WFG Advisors
Texas
$127K +$110K +765 +423%
AIG
106
American International Group
New York
$121K +$107K +742 +467%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$96K +$77.3K +537 +300%
CIM
108
Contravisory Investment Management
Massachusetts
$90K +$96K +667 New
ST
109
Sphinx Trading
Illinois
$84K +$90K +625 New
NFG
110
Next Financial Group
Texas
$78K +$69.4K +482 +482%
JFGIW
111
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67K +$72K +500 New
IWMPD
112
Integrated Wealth Management (Palm Desert)
California
$64K +$69.2K +481 New
AIM
113
Advantage Investment Management
Iowa
$62K +$5.04K +35 +8%
WRM
114
Westport Resources Management
Connecticut
$54K +$57.6K +400 New
BFEC
115
Benjamin F. Edwards & Company
Missouri
$53K +$33.1K +230 +143%
FMA
116
FNY Managed Accounts
New York
$50.5K -$122K -847 -69%
IF
117
Ironwood Financial
Arizona
$36K +$33.5K +233 +666%
HI
118
Hudock Inc
Pennsylvania
$34K +$36K +250 New
PCM
119
Prelude Capital Management
New York
$25K -$513K -3,562 -95%
PAI
120
Pittenger & Anderson Inc
Nebraska
$25K +$27.1K +188 New
CWM
121
Concert Wealth Management
California
$24K +$397K +2,756 New
KA
122
Klingman & Associates
New York
$20K
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$17.7K -$2.73K -19 -13%
TJHA
124
Thomas J. Herzfeld Advisors
Florida
$17K
AF
125
Allworth Financial
California
$17K +$17.7K +123 New

USO Hedge Fund Activity: Q1 2015 in Review

141 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q1 2015, worth a combined $1.11B — up 28% from $868M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new USO positions and 24 closed out — a net gain of 38 holders — while 47 added to existing stakes and 23 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $211M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $88.3M sold.

  • 141 institutional investors held United States Oil Fund (USO) as of Q1 2015, up from 105 in Q4 2014.
  • Funds reported $1.11B of United States Oil Fund stock for Q1 2015, up 28% quarter-over-quarter.
  • 62 funds opened new United States Oil Fund positions in Q1 2015 and 24 closed out, a net change of +38 holders.
  • The largest United States Oil Fund buyer in Q1 2015 was Susquehanna International Group, an estimated $211M added.
  • The largest United States Oil Fund seller in Q1 2015 was Americafirst Capital Management, an estimated $88.3M sold.

Based on aggregated 13F filings for Q1 2015.