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United States Oil Fund

171 hedge funds and large institutions have $704M invested in United States Oil Fund in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 67 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.48% more ownership

Funds ownership: 3.2%3.68% (+0.48%)

4% less call options, than puts

Call options by funds: $964M | Put options by funds: $1.01B

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

3% less funds holding

Funds holding: 177171 (-6)

16% less capital invested

Capital invested by funds: $839M → $704M (-$135M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

52% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 67

Holders
171
Holders Change
-6
Holders Change %
-3.39%
% of All Funds
4.26%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
25
Increased
32
Reduced
67
Closed
27
Calls
$964M
Puts
$1.01B
Net Calls
-$43.3M
Net Calls Change
+$331M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Stratos Wealth Partners
Ohio
$177K -$5.51K -70 -3%
MWM
102
Mission Wealth Management
California
$174K -$60.3K -766 -27%
QAM
103
Quantres Asset Management
Cayman Islands
$174K +$164K +2,085 New
AIA
104
Allegis Investment Advisors
Idaho
$165K
RCAG
105
Rehmann Capital Advisory Group
Michigan
$155K
FHC
106
First Heartland Consultants
Missouri
$145K -$61.5K -781 -31%
LFAS
107
Level Four Advisory Services
Texas
$132K -$86.1K -1,093 -41%
KSA
108
Ken Stern & Associates
California
$130K +$79 +1 +0.1%
CIBC Private Wealth Group
109
CIBC Private Wealth Group
Georgia
$126K +$119K +1,507 New
B
110
Brightworth
Georgia
$123K
BWP
111
BSW Wealth Partners
Colorado
$116K +$109K +1,388 New
MWP
112
MYCIO Wealth Partners
Pennsylvania
$110K -$147K -1,862 -59%
AWM
113
AE Wealth Management
Kansas
$105K -$4.96K -63 -5%
VFA
114
Valeo Financial Advisors
Indiana
$80K +$75.9K +963 New
SMFG
115
Sumitomo Mitsui Financial Group
Japan
$75K -$959K -12,176 -93%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$73K +$69.1K +877 New
WAS
117
Winch Advisory Services
Wisconsin
$69K -$2.05K -26 -3%
LA
118
Legacy Advisors
Pennsylvania
$63K
CIM
119
Contravisory Investment Management
Massachusetts
$56K +$52.5K +667 New
FWM
120
Focused Wealth Management
New York
$55K
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$52K -$618K -7,840 -93%
HIIFS
122
Harel Insurance Investments & Financial Services
Israel
$52K -$92.6K -1,175 -65%
NFG
123
Next Financial Group
Texas
$52K +$49.2K +625 New
CTC
124
Central Trust Company
Missouri
$51K
AFNAS
125
American Financial Network Advisory Services
California
$47K +$44.4K +563 New

USO Hedge Fund Activity: Q3 2017 in Review

171 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q3 2017, worth a combined $704M — down 16% from $839M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of USO and 25 opened new positions — a net loss of 2 holders — while 67 trimmed existing stakes and 32 added.

The largest buyer was Citigroup, adding an estimated $77.5M. The largest seller was Susquehanna International Group, cutting an estimated $120M.

  • 171 institutional investors held United States Oil Fund (USO) as of Q3 2017, down from 177 in Q2 2017.
  • Funds reported $704M of United States Oil Fund stock for Q3 2017, down 16% quarter-over-quarter.
  • 25 funds opened new United States Oil Fund positions in Q3 2017 and 27 closed out, a net change of -2 holders.
  • The largest United States Oil Fund buyer in Q3 2017 was Citigroup, an estimated $77.5M added.
  • The largest United States Oil Fund seller in Q3 2017 was Susquehanna International Group, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2017.