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United States Oil Fund
USO

180 hedge funds and large institutions have $569M invested in United States Oil Fund in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 30 increasing their positions, 60 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.09B

1.88% more ownership

Funds ownership: 16.49% → 18.37% (+1.9%)

3% less capital invested

Capital invested by funds: $584M → $569M (-$15.1M)

3% less funds holding

Funds holding: 185 → 180 (-5)

12% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 34

50% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 60

Holders
180
Holders Change
-5
Holders Change %
-2.7%
% of All Funds
3.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
30
Reduced
60
Closed
34
Calls
$1.45B
Puts
$1.09B
Net Calls
+$357M
Net Calls Change
-$272M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$15.5M
2
Victory Capital Management
Victory Capital Management
Texas
+$9.02M
3
CS
Credit Suisse
Switzerland
+$7.39M
4
Group One Trading
Group One Trading
Illinois
+$5.14M
5
HT
HAP Trading
New York
+$4.29M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$86.8M
2
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$36.9M
3
HFM
Harvest Fund Management
China
-$11.2M
4
Wolverine Trading
Wolverine Trading
Illinois
-$8.81M
5
OMC
Old Mission Capital
Illinois
-$8.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$84K – – –
SWA
102
SOA Wealth Advisors
New York
$84K – – –
PVH
103
Psagot Value Holdings
Israel
$80K -$368K -8,160 -84%
S
104
SignatureFD
Georgia
$80K -$84.3K -1,867 -54%
IA
105
IFP Advisors
Florida
$80K +$49.7K +1,100 +212%
USGIU
106
U.S. Global Investors (USGI)
Texas
$75K +$67.7K +1,500 New
GA
107
GoalVest Advisory
New York
$72K – – –
SWM
108
Sugarloaf Wealth Management
Georgia
$65K – – –
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$63K +$2.75K +61 +5%
GWM
110
Geneos Wealth Management
Colorado
$62K -$55.6K -1,231 -50%
CCM
111
Covington Capital Management
California
$62K – – –
TJHA
112
Thomas J. Herzfeld Advisors
Florida
$62K – – –
VI
113
Vestcor Inc
New Brunswick, Canada
$62K – – –
GRP
114
Global Retirement Partners
California
$60K – – –
FHA
115
First Horizon Advisors
Tennessee
$60K +$55.2K +1,222 New
IFAM
116
Institutional & Family Asset Management
Colorado
$59K +$53K +1,175 New
AWM
117
Atticus Wealth Management
Florida
$58K -$45.1K -1,000 -46%
SWM
118
Spire Wealth Management
Virginia
$57K -$71.2K -1,578 -58%
AF
119
Advisornet Financial
Minnesota
$57K -$2.8K -62 -5%
ASN
120
Advisory Services Network
Georgia
$55K -$311K -6,900 -86%
SB
121
Strategic Blueprint
Georgia
$55K +$50.1K +1,110 New
CFGS
122
Concourse Financial Group Securities
Alabama
$53K -$497 -11 -1%
BMD
123
Better Money Decisions
New Mexico
$44K – – –
HIA
124
Harbor Investment Advisory
Maryland
$35K – – –
AWM
125
Avior Wealth Management
Nebraska
$32K – – –
3 4
5
6 7

USO Hedge Fund Activity: Q2 2021 in Review

180 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q2 2021, worth a combined $569M — down 2.6% from $584M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of USO and 30 opened new positions — a net loss of 4 holders — while 60 trimmed existing stakes and 30 added.

The largest buyer was Morgan Stanley, adding an estimated $15.5M. The largest seller was Susquehanna International Group, cutting an estimated $86.8M.

  • 180 institutional investors held United States Oil Fund (USO) as of Q2 2021, down from 185 in Q1 2021.
  • Funds reported $569M of United States Oil Fund stock for Q2 2021, down 2.6% quarter-over-quarter.
  • 30 funds opened new United States Oil Fund positions in Q2 2021 and 34 closed out, a net change of -4 holders.
  • The largest United States Oil Fund buyer in Q2 2021 was Morgan Stanley, an estimated $15.5M added.
  • The largest United States Oil Fund seller in Q2 2021 was Susquehanna International Group, an estimated $86.8M sold.

Based on aggregated 13F filings for Q2 2021.