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United States Oil Fund

216 hedge funds and large institutions have $650M invested in United States Oil Fund in 2020 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 70 increasing their positions, 19 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 29

268% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 19

53% more funds holding

Funds holding: 141216 (+75)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more capital invested

Capital invested by funds: $518M → $650M (+$132M)

12.14% more ownership

Funds ownership: 4.65%16.79% (+12%)

54% less call options, than puts

Call options by funds: $262M | Put options by funds: $570M

Holders
216
Holders Change
+75
Holders Change %
+53.19%
% of All Funds
4.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
108
Increased
70
Reduced
19
Closed
29
Calls
$262M
Puts
$570M
Net Calls
-$308M
Net Calls Change
-$72.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
101
Integrated Investment Consultants
Michigan
$128K +$293K +3,800 New
PSUF
102
People's United Financial
Connecticut
$128K +$293K +3,806 New
MWA
103
Meridian Wealth Advisors
Texas
$126K +$289K +3,750 New
SSG
104
Summit Securities Group
New York
$126K +$289K +3,750 New
HSA
105
HBK Sorce Advisory
Pennsylvania
$121K +$276K +3,584 New
ACP
106
Arcus Capital Partners
Georgia
$118K +$270K +3,500 New
MPM
107
Meritage Portfolio Management
Kansas
$118K +$270K +3,500 New
DS
108
DRW Securities
Illinois
$116K +$264K +3,432 New
UCFA
109
United Capital Financial Advisors
Texas
$111K +$255K +3,306 New
RCA
110
Resonant Capital Advisors
Wisconsin
$110K +$251K +3,263 New
CG
111
Colony Group
Massachusetts
$108K +$247K +3,210 New
RJA
112
Raymond James & Associates
Florida
$104K -$143K -1,862 -38%
IAP
113
Indie Asset Partners
Indiana
$103K +$236K +3,063 New
TC
114
Tatro Capital
Kentucky
$101K +$231K +2,997 New
Comerica Bank
115
Comerica Bank
Texas
$99K +$101K +1,315 +37%
BSW
116
Buckingham Strategic Wealth
Missouri
$97K +$222K +2,886 New
PP
117
Prudential plc
United Kingdom
$94K +$87.7K +1,138 +69%
PMFA
118
Plante Moran Financial Advisors
Michigan
$88K +$193K +2,500 +1,969%
SWM
119
SeaCrest Wealth Management
New York
$87K +$198K +2,575 New
TWM
120
Titus Wealth Management
California
$87K +$198K +2,575 New
FIA
121
FNY Investment Advisers
New York
$86K +$197K +2,563 New
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$84K
SFS
123
Sowell Financial Services
Arkansas
$84K +$193K +2,500 +41,667%
F
124
F3Logic
Minnesota
$77K +$58.2K +755 +49%
GIM
125
Guild Investment Management
California
$77K +$176K +2,288 New

USO Hedge Fund Activity: Q1 2020 in Review

216 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q1 2020, worth a combined $650M — up 26% from $518M a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new USO positions and 29 closed out — a net gain of 79 holders — while 70 added to existing stakes and 19 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $386M. The largest seller was UBS Group, cutting an estimated $38.6M.

  • 216 institutional investors held United States Oil Fund (USO) as of Q1 2020, up from 141 in Q4 2019.
  • Funds reported $650M of United States Oil Fund stock for Q1 2020, up 26% quarter-over-quarter.
  • 108 funds opened new United States Oil Fund positions in Q1 2020 and 29 closed out, a net change of +79 holders.
  • The largest United States Oil Fund buyer in Q1 2020 was Susquehanna International Group, an estimated $386M added.
  • The largest United States Oil Fund seller in Q1 2020 was UBS Group, an estimated $38.6M sold.

Based on aggregated 13F filings for Q1 2020.