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United States Oil Fund

183 hedge funds and large institutions have $541M invested in United States Oil Fund in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 60 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.84% less ownership

Funds ownership: 36.69%32.85% (-3.8%)

9% less funds holding

Funds holding: 200183 (-17)

14% less call options, than puts

Call options by funds: $1.22B | Put options by funds: $1.41B

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

27% less capital invested

Capital invested by funds: $740M → $541M (-$200M)

33% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 33

38% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 60

Holders
183
Holders Change
-17
Holders Change %
-8.5%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
22
Increased
37
Reduced
60
Closed
33
Calls
$1.22B
Puts
$1.41B
Net Calls
-$191M
Net Calls Change
-$508M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
101
Cantor Fitzgerald
New York
$218K +$11.6K +174 +6%
LA
102
Legacy Advisors
Pennsylvania
$206K
AWE
103
Avidian Wealth Enterprises
Texas
$201K
LFG
104
Larson Financial Group
Missouri
$182K -$15.4K -231 -8%
N
105
Natixis
France
$166K -$35.8M -536,545 -100%
TRCT
106
Tower Research Capital (TRC)
New York
$156K -$467 -7 -0.3%
PA
107
Parallel Advisors
California
$130K
QC
108
Quent Capital
New York
$127K +$3.33K +50 +3%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$122K +$33.3K +500 +37%
GA
110
GoalVest Advisory
New York
$95.9K
GRP
111
Global Retirement Partners
California
$95.1K -$29.9K -448 -22%
AP
112
Arlington Partners
Alabama
$90.1K
CA
113
Crewe Advisors
Utah
$88K +$5K +75 +6%
CCMW
114
Cypress Capital Management (Wyoming)
Wyoming
$84.4K
TJHA
115
Thomas J. Herzfeld Advisors
Florida
$83K
AWM
116
Atticus Wealth Management
Florida
$76.7K
US Bancorp
117
US Bancorp
Minnesota
$73.7K
IAIM
118
International Assets Investment Management
Florida
$70.2K +$70.4K +1,056 New
BWM
119
BerganKDV Wealth Management
Minnesota
$66.8K
SPIA
120
Steward Partners Investment Advisory
New York
$66.4K +$64.3K +965 +2,757%
GEA
121
Glen Eagle Advisors
New Jersey
$53.9K
MWM
122
Mascoma Wealth Management
New Hampshire
$51K
AF
123
Allworth Financial
California
$49.9K
CWM
124
Compass Wealth Management
Connecticut
$48.2K
BTI
125
Blue Trust Inc
Georgia
$48K

USO Hedge Fund Activity: Q1 2023 in Review

183 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q1 2023, worth a combined $541M — down 27% from $740M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of USO and 22 opened new positions — a net loss of 11 holders — while 60 trimmed existing stakes and 37 added.

The largest buyer was Bank of America, adding an estimated $70.4M. The largest seller was Citadel Advisors, cutting an estimated $65.1M.

  • 183 institutional investors held United States Oil Fund (USO) as of Q1 2023, down from 200 in Q4 2022.
  • Funds reported $541M of United States Oil Fund stock for Q1 2023, down 27% quarter-over-quarter.
  • 22 funds opened new United States Oil Fund positions in Q1 2023 and 33 closed out, a net change of -11 holders.
  • The largest United States Oil Fund buyer in Q1 2023 was Bank of America, an estimated $70.4M added.
  • The largest United States Oil Fund seller in Q1 2023 was Citadel Advisors, an estimated $65.1M sold.

Based on aggregated 13F filings for Q1 2023.