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United States Oil Fund

185 hedge funds and large institutions have $584M invested in United States Oil Fund in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 31 increasing their positions, 60 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $1.43B | Put options by funds: $800M

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

1% more funds holding

Funds holding: 184185 (+1)

4.89% less ownership

Funds ownership: 21.38%16.49% (-4.9%)

37% less capital invested

Capital invested by funds: $931M → $584M (-$347M)

48% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 60

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
185
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
3.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
31
Reduced
60
Closed
30
Calls
$1.43B
Puts
$800M
Net Calls
+$629M
Net Calls Change
+$824M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
101
Capital Analysts LLC
Pennsylvania
$101K
JCM
102
Jacobi Capital Management
Pennsylvania
$94K -$149K -3,789 -62%
FP
103
Financial Perspectives
Minnesota
$93K +$144K +3,676 +3,953%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$91K -$50K -1,275 -36%
RIA
105
RPG Investment Advisory
California
$89K
AWM
106
Atticus Wealth Management
Florida
$87K +$84.5K +2,154 New
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$84K
SWA
108
SOA Wealth Advisors
New York
$68K +$66.3K +1,690 New
AWA
109
Arkadios Wealth Advisors
Georgia
$64K +$42K +1,070 +201%
GA
110
GoalVest Advisory
New York
$58K
AIC
111
Ameritas Investment Company
Nebraska
$54.8K +$53.1K +1,353 New
CCM
112
Covington Capital Management
California
$51K
TJHA
113
Thomas J. Herzfeld Advisors
Florida
$51K
VI
114
Vestcor Inc
New Brunswick, Canada
$51K
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$49K -$49.9K -1,273 -51%
GRP
116
Global Retirement Partners
California
$49K -$34.3K -875 -42%
AF
117
Advisornet Financial
Minnesota
$49K
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$48K +$46.5K +1,186 New
CFGS
119
Concourse Financial Group Securities
Alabama
$44K
US Bancorp
120
US Bancorp
Minnesota
$42K +$17.2K +438 +72%
CWC
121
Carolinas Wealth Consulting
North Carolina
$41K
BMD
122
Better Money Decisions
New Mexico
$36K +$34.8K +888 New
RG
123
Retirement Group
California
$35K -$16.2K -412 -32%
EP
124
Eudaimonia Partners
Tennessee
$34K
HIA
125
Harbor Investment Advisory
Maryland
$28K

USO Hedge Fund Activity: Q1 2021 in Review

185 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q1 2021, worth a combined $584M — down 37% from $931M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new USO positions and 30 closed out — a net gain of 1 holder — while 31 added to existing stakes and 60 trimmed.

The largest buyer was Parallax Volatility Advisers, adding an estimated $27.9M. The largest seller was Susquehanna International Group, cutting an estimated $494M.

  • 185 institutional investors held United States Oil Fund (USO) as of Q1 2021, up from 184 in Q4 2020.
  • Funds reported $584M of United States Oil Fund stock for Q1 2021, down 37% quarter-over-quarter.
  • 31 funds opened new United States Oil Fund positions in Q1 2021 and 30 closed out, a net change of +1 holder.
  • The largest United States Oil Fund buyer in Q1 2021 was Parallax Volatility Advisers, an estimated $27.9M added.
  • The largest United States Oil Fund seller in Q1 2021 was Susquehanna International Group, an estimated $494M sold.

Based on aggregated 13F filings for Q1 2021.