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United States Oil Fund
USO

177 hedge funds and large institutions have $839M invested in United States Oil Fund in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

21% more capital invested

Capital invested by funds: $691M → $839M (+$148M)

13% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 48

5% more funds holding

Funds holding: 169 → 177 (+8)

0.31% more ownership

Funds ownership: 2.88% → 3.2% (+0.31%)

30% less call options, than puts

Call options by funds: $858M | Put options by funds: $1.23B

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
177
Holders Change
+8
Holders Change %
+4.73%
% of All Funds
4.41%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
28
Increased
54
Reduced
48
Closed
19
Calls
$858M
Puts
$1.23B
Net Calls
-$374M
Net Calls Change
+$97M

Top Buyers

Rank Fund Capital Flow
1
CI
Clal Insurance
Israel
+$89.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$74.9M
3
FTUS
Flow Traders U.S.
New York
+$46.6M
4
Bank of America
Bank of America
North Carolina
+$42.3M
5
SG Americas Securities
SG Americas Securities
New York
+$17.4M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$23.7M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$22M
3
Twin Tree Management
Twin Tree Management
Texas
-$13.2M
4
CS
Credit Suisse
Switzerland
-$11M
5
OTC
Opera Trading Capital
France
-$10M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
126
United Capital Financial Advisors
Texas
$105K -$4.24K -53 -4%
AWM
127
AE Wealth Management
Kansas
$101K +$1.28K +16 +1%
BRWA
128
B. Riley Wealth Advisors
Florida
$100K +$104K +1,303 New
SCM
129
Shelton Capital Management
Colorado
$96K +$101K +1,260 New
Northern Trust
130
Northern Trust
Illinois
$95K +$100K +1,250 New
SEI Investments
131
SEI Investments
Pennsylvania
$86K +$77.8K +973 +612%
CG
132
Cutler Group
California
$66K -$5.62M -70,226 -99%
NA
133
NewEdge Advisors
Louisiana
$65.2K +$71.4K +893 New
WAS
134
Winch Advisory Services
Wisconsin
$59K -$6.8K -85 -10%
LA
135
Legacy Advisors
Pennsylvania
$57K – – –
FWM
136
Focused Wealth Management
New York
$50K – – –
CTC
137
Central Trust Company
Missouri
$46K – – –
First Manhattan
138
First Manhattan
New York
$38K – – –
EA
139
Edge Advisors
Georgia
$38K +$2.32K +29 +6%
OIA
140
OneDigital Investment Advisors
Kansas
$36K +$19.5K +244 New
WEC
141
Winslow Evans & Crocker
Massachusetts
$31.2K – – –
WTB
142
Washington Trust Bank
Washington
$30K – – –
GRP
143
Global Retirement Partners
California
$30K +$7.04K +88 +29%
AIM
144
Advantage Investment Management
Iowa
$27K – – –
Bessemer Group
145
Bessemer Group
New Jersey
$26K – – –
QAM
146
QCI Asset Management
New York
$24K – – –
RCG
147
Ruggie Capital Group
Florida
$24K – – –
HIM
148
Hillsdale Investment Management
Ontario, Canada
$20K – – –
TCOV
149
Trust Company of Vermont
Vermont
$19K +$20K +250 New
IF
150
Ironwood Financial
Arizona
$18K – – –
4 5
6
7 8

USO Hedge Fund Activity: Q2 2017 in Review

177 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q2 2017, worth a combined $839M — up 21% from $691M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new USO positions and 19 closed out — a net gain of 9 holders — while 54 added to existing stakes and 48 trimmed.

The largest buyer was Clal Insurance, opening a new position worth an estimated $89.7M. The largest seller was Goldman Sachs, cutting an estimated $23.7M.

  • 177 institutional investors held United States Oil Fund (USO) as of Q2 2017, up from 169 in Q1 2017.
  • Funds reported $839M of United States Oil Fund stock for Q2 2017, up 21% quarter-over-quarter.
  • 28 funds opened new United States Oil Fund positions in Q2 2017 and 19 closed out, a net change of +9 holders.
  • The largest United States Oil Fund buyer in Q2 2017 was Clal Insurance, an estimated $89.7M added.
  • The largest United States Oil Fund seller in Q2 2017 was Goldman Sachs, an estimated $23.7M sold.

Based on aggregated 13F filings for Q2 2017.