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United States Oil Fund

169 hedge funds and large institutions have $691M invested in United States Oil Fund in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 60 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% more ownership

Funds ownership: 2.81%2.88% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

4% less capital invested

Capital invested by funds: $719M → $691M (-$28.3M)

6% less funds holding

Funds holding: 180169 (-11)

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

38% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 60

40% less call options, than puts

Call options by funds: $710M | Put options by funds: $1.18B

Holders
169
Holders Change
-11
Holders Change %
-6.11%
% of All Funds
4.21%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
26
Increased
37
Reduced
60
Closed
34
Calls
$710M
Puts
$1.18B
Net Calls
-$471M
Net Calls Change
-$76.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
126
Edge Advisors
Georgia
$40K +$42.1K +475 New
AWM
127
AllSquare Wealth Management
New York
$35K +$36.9K +417 New
WEC
128
Winslow Evans & Crocker
Massachusetts
$34.9K
WTB
129
Washington Trust Bank
Washington
$34K
AIM
130
Advantage Investment Management
Iowa
$31K
Bessemer Group
131
Bessemer Group
New Jersey
$29K
QAM
132
QCI Asset Management
New York
$27K -$310K -3,500 -92%
RCG
133
Ruggie Capital Group
Florida
$27K +$27.7K +313 New
GRP
134
Global Retirement Partners
California
$26K -$1.24K -14 -4%
CPIG
135
Chicago Partners Investment Group
Illinois
$25K
HIM
136
Hillsdale Investment Management
Ontario, Canada
$22K
CPA
137
Clear Perspective Advisors
Illinois
$21K
IF
138
Ironwood Financial
Arizona
$21K
AIM
139
Acrospire Investment Management
Illinois
$20K +$20.4K +230 New
RFA
140
Reilly Financial Advisors
California
$19K -$11.1K -125 -36%
PFBT
141
Parkside Financial Bank & Trust
Missouri
$19K
CHP
142
Cable Hill Partners
Oregon
$16K
SEI Investments
143
SEI Investments
Pennsylvania
$14K +$266 +3 +2%
PA
144
Parallel Advisors
California
$13K +$14.7K +166 New
AF
145
Allworth Financial
California
$12K
KF
146
Krilogy Financial
Missouri
$12K
PMFA
147
Plante Moran Financial Advisors
Michigan
$11K
TJHA
148
Thomas J. Herzfeld Advisors
Florida
$11K
WIM
149
Westside Investment Management
California
$10.7K -$5.58K -63 -34%
PFGIA
150
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$531 +6 +5%

USO Hedge Fund Activity: Q1 2017 in Review

169 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q1 2017, worth a combined $691M — down 3.9% from $719M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of USO and 26 opened new positions — a net loss of 8 holders — while 60 trimmed existing stakes and 37 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $56.5M. The largest seller was Morgan Stanley, cutting an estimated $25.8M.

  • 169 institutional investors held United States Oil Fund (USO) as of Q1 2017, down from 180 in Q4 2016.
  • Funds reported $691M of United States Oil Fund stock for Q1 2017, down 3.9% quarter-over-quarter.
  • 26 funds opened new United States Oil Fund positions in Q1 2017 and 34 closed out, a net change of -8 holders.
  • The largest United States Oil Fund buyer in Q1 2017 was Susquehanna International Group, an estimated $56.5M added.
  • The largest United States Oil Fund seller in Q1 2017 was Morgan Stanley, an estimated $25.8M sold.

Based on aggregated 13F filings for Q1 2017.