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United States Oil Fund

127 hedge funds and large institutions have $585M invested in United States Oil Fund in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 52 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% less ownership

Funds ownership: 6.31%5.4% (-0.91%)

11% less funds holding

Funds holding: 143127 (-16)

19% less capital invested

Capital invested by funds: $722M → $585M (-$137M)

21% less call options, than puts

Call options by funds: $691M | Put options by funds: $871M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

50% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 30

62% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 52

Holders
127
Holders Change
-16
Holders Change %
-11.19%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
15
Increased
20
Reduced
52
Closed
30
Calls
$691M
Puts
$871M
Net Calls
-$180M
Net Calls Change
+$205M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
101
Patriot Financial Group Insurance Agency
Massachusetts
$13K
AF
102
Allworth Financial
California
$12K
PFBT
103
Parkside Financial Bank & Trust
Missouri
$12K
WCG
104
Weaver Consulting Group
California
$12K
AIC
105
Archer Investment Corporation
Indiana
$11K
PMFA
106
Plante Moran Financial Advisors
Michigan
$11K
TJHA
107
Thomas J. Herzfeld Advisors
Florida
$11K
IA
108
IFP Advisors
Florida
$11K +$11.2K +119 New
RFA
109
Reilly Financial Advisors
California
$9K
BHWM
110
Bay Harbor Wealth Management
Maryland
$7K
CFB
111
Cullen/Frost Bankers
Texas
$7K
CFGS
112
Concourse Financial Group Securities
Alabama
$6K -$22K -234 -79%
OIA
113
Optimum Investment Advisors
Illinois
$6K -$11.7K -125 -66%
SF
114
Synovus Financial
Georgia
$6K
TWA
115
TCI Wealth Advisors
Arizona
$6K
CAGAS
116
Capital Advisory Group Advisory Services
Minnesota
$5K
GSWM
117
Golden State Wealth Management
California
$5K
PCIA
118
Prime Capital Investment Advisors
Kansas
$5K
SCA
119
Stonebridge Capital Advisors
Minnesota
$3K +$3.57K +38 New
BFEC
120
Benjamin F. Edwards & Company
Missouri
$2K -$11.7K -125 -83%
JCM
121
Jacobi Capital Management
Pennsylvania
$2K
SIAP
122
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K
SPIA
123
Steward Partners Investment Advisory
New York
$2K
AA
124
AlphaMark Advisors
Kentucky
$1K
FFW
125
Fusion Family Wealth
New York
$1K

USO Hedge Fund Activity: Q3 2019 in Review

127 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q3 2019, worth a combined $585M — down 19% from $722M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of USO and 15 opened new positions — a net loss of 15 holders — while 52 trimmed existing stakes and 20 added.

The largest buyer was JP Morgan Chase, adding an estimated $111M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $53.1M.

  • 127 institutional investors held United States Oil Fund (USO) as of Q3 2019, down from 143 in Q2 2019.
  • Funds reported $585M of United States Oil Fund stock for Q3 2019, down 19% quarter-over-quarter.
  • 15 funds opened new United States Oil Fund positions in Q3 2019 and 30 closed out, a net change of -15 holders.
  • The largest United States Oil Fund buyer in Q3 2019 was JP Morgan Chase, an estimated $111M added.
  • The largest United States Oil Fund seller in Q3 2019 was BNP Paribas Financial Markets, an estimated $53.1M sold.

Based on aggregated 13F filings for Q3 2019.