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United States Oil Fund

169 hedge funds and large institutions have $691M invested in United States Oil Fund in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 60 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% more ownership

Funds ownership: 2.81%2.88% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

4% less capital invested

Capital invested by funds: $719M → $691M (-$28.3M)

6% less funds holding

Funds holding: 180169 (-11)

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

38% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 60

40% less call options, than puts

Call options by funds: $710M | Put options by funds: $1.18B

Holders
169
Holders Change
-11
Holders Change %
-6.11%
% of All Funds
4.21%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
26
Increased
37
Reduced
60
Closed
34
Calls
$710M
Puts
$1.18B
Net Calls
-$471M
Net Calls Change
-$76.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
101
Allegis Investment Advisors
Idaho
$165K +$172K +1,941 New
DE
102
Day & Ennis
Georgia
$163K -$65.3K -737 -28%
MWP
103
MYCIO Wealth Partners
Pennsylvania
$159K
ID
104
Integral Derivatives
New York
$149K -$286K -3,234 -65%
WA
105
WFG Advisors
Texas
$146K -$2.83K -32 -2%
JGC
106
J. Goldman & Co
New York
$146K +$152K +1,716 New
GA
107
Geneva Advisors
Illinois
$145K +$443 +5 +0.3%
MTIM
108
Marathon Trading Investment Management
Pennsylvania
$135K +$141K +1,588 New
IP
109
Intellectus Partners
California
$128K
B
110
Brightworth
Georgia
$125K
KSA
111
Ken Stern & Associates
California
$123K
UCFA
112
United Capital Financial Advisors
Texas
$122K -$27.9K -315 -18%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$112K +$116K +1,313 New
AWM
114
AE Wealth Management
Kansas
$111K +$116K +1,307 New
WAM
115
Wealthspire Advisors (Maryland)
Maryland
$95K -$99.1K -1,119 -50%
TRCT
116
Tower Research Capital (TRC)
New York
$90K +$84.9K +958 +930%
JP Morgan Chase
117
JP Morgan Chase
New York
$89K -$2.02M -22,860 -96%
FPF
118
FNY Partners Fund
New York
$85K +$88.6K +1,000 New
WAS
119
Winch Advisory Services
Wisconsin
$73K -$3.1K -35 -4%
LA
120
Legacy Advisors
Pennsylvania
$64K -$206K -2,329 -75%
CIM
121
Contravisory Investment Management
Massachusetts
$57K
FWM
122
Focused Wealth Management
New York
$56K
Manulife (Manufacturers Life Insurance)
123
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51K
First Manhattan
124
First Manhattan
New York
$42K
MAS
125
Madden Advisory Services
Florida
$41K +$43K +485 New

USO Hedge Fund Activity: Q1 2017 in Review

169 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q1 2017, worth a combined $691M — down 3.9% from $719M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of USO and 26 opened new positions — a net loss of 8 holders — while 60 trimmed existing stakes and 37 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $56.5M. The largest seller was Morgan Stanley, cutting an estimated $25.8M.

  • 169 institutional investors held United States Oil Fund (USO) as of Q1 2017, down from 180 in Q4 2016.
  • Funds reported $691M of United States Oil Fund stock for Q1 2017, down 3.9% quarter-over-quarter.
  • 26 funds opened new United States Oil Fund positions in Q1 2017 and 34 closed out, a net change of -8 holders.
  • The largest United States Oil Fund buyer in Q1 2017 was Susquehanna International Group, an estimated $56.5M added.
  • The largest United States Oil Fund seller in Q1 2017 was Morgan Stanley, an estimated $25.8M sold.

Based on aggregated 13F filings for Q1 2017.