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United States Oil Fund

204 hedge funds and large institutions have $744M invested in United States Oil Fund in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 33 increasing their positions, 68 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 35

3.19% more ownership

Funds ownership: 25.82%29.01% (+3.2%)

0% more funds holding

Funds holding: 203204 (+1)

15% less capital invested

Capital invested by funds: $875M → $744M (-$131M)

17% less call options, than puts

Call options by funds: $1.35B | Put options by funds: $1.62B

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

51% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 68

Holders
204
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
39
Increased
33
Reduced
68
Closed
35
Calls
$1.35B
Puts
$1.62B
Net Calls
-$269M
Net Calls Change
-$872M
Name Holding Trade Value Shares
Change
Change in
Stake
JC
101
JB Capital
Connecticut
$278K +$13K +160 +5%
SAM
102
Secure Asset Management
Michigan
$276K
SPC
103
Sigma Planning Corp
Michigan
$271K +$273K +3,370 New
BRWA
104
B. Riley Wealth Advisors
Florida
$269K
TCM
105
Traynor Capital Management
Pennsylvania
$250K -$109K -1,342 -30%
LA
106
Legacy Advisors
Pennsylvania
$250K
CCA
107
Cadent Capital Advisors
Oklahoma
$249K +$251K +3,100 New
OPS
108
Orion Portfolio Solutions
Nebraska
$245K +$23.9K +295 +11%
RJFSA
109
Raymond James Financial Services Advisors
Florida
$236K -$45.2K -558 -16%
SFS
110
Summit Financial Strategies
Ohio
$235K -$25.3K -312 -10%
AAS
111
Avantax Advisory Services
Texas
$223K -$25.4K -313 -10%
APA
112
American Portfolios Advisors
New York
$212K -$182K -2,246 -46%
KA
113
Kovack Advisors
Florida
$209K +$211K +2,606 New
SCA
114
Snowden Capital Advisors
New York
$207K -$48.6K -600 -19%
OCM
115
One Capital Management
California
$205K +$208K +2,560 New
OWA
116
Opal Wealth Advisors
New York
$202K +$203K +2,508 New
CAM
117
Concorde Asset Management
Michigan
$202K +$203K +2,510 New
PA
118
Parallel Advisors
California
$167K +$147K +1,815 +690%
QC
119
Quent Capital
New York
$150K
BRWM
120
B. Riley Wealth Management
Tennessee
$135K -$333K -4,103 -46%
PVH
121
Psagot Value Holdings
Israel
$129K
GA
122
GoalVest Advisory
New York
$108K
BAM
123
Belpointe Asset Management
Nevada
$103K -$82.4K -1,016 -44%
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
$100K -$97.5K -1,203 -49%
CCM
125
Covington Capital Management
California
$100K

USO Hedge Fund Activity: Q2 2022 in Review

204 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q2 2022, worth a combined $744M — down 15% from $875M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new USO positions and 35 closed out — a net gain of 4 holders — while 33 added to existing stakes and 68 trimmed.

The largest buyer was Alberta Investment Management Corp (AIMCo), opening a new position worth an estimated $81.1M. The largest seller was Bank of Montreal, cutting an estimated $117M.

  • 204 institutional investors held United States Oil Fund (USO) as of Q2 2022, up from 203 in Q1 2022.
  • Funds reported $744M of United States Oil Fund stock for Q2 2022, down 15% quarter-over-quarter.
  • 39 funds opened new United States Oil Fund positions in Q2 2022 and 35 closed out, a net change of +4 holders.
  • The largest United States Oil Fund buyer in Q2 2022 was Alberta Investment Management Corp (AIMCo), an estimated $81.1M added.
  • The largest United States Oil Fund seller in Q2 2022 was Bank of Montreal, an estimated $117M sold.

Based on aggregated 13F filings for Q2 2022.