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United States Oil Fund

141 hedge funds and large institutions have $518M invested in United States Oil Fund in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 27 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

11% more funds holding

Funds holding: 127141 (+14)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.75% less ownership

Funds ownership: 5.4%4.65% (-0.75%)

11% less capital invested

Capital invested by funds: $585M → $518M (-$66.8M)

34% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 41

34% less call options, than puts

Call options by funds: $451M | Put options by funds: $686M

Holders
141
Holders Change
+14
Holders Change %
+11.02%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
36
Increased
27
Reduced
41
Closed
20
Calls
$451M
Puts
$686M
Net Calls
-$236M
Net Calls Change
-$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
126
Prime Capital Investment Advisors
Kansas
$6K
SF
127
Synovus Financial
Georgia
$6K
BFEC
128
Benjamin F. Edwards & Company
Missouri
$3K
CFFP
129
Center for Financial Planning
Michigan
$3K +$2.85K +30 New
CWP
130
CFM Wealth Partners
Texas
$3K +$2.85K +30 New
IA
131
IFP Advisors
Florida
$2K -$9.5K -100 -84%
JCM
132
Jacobi Capital Management
Pennsylvania
$2K
SIAP
133
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K
AA
134
AlphaMark Advisors
Kentucky
$1K
FFW
135
Fusion Family Wealth
New York
$1K
SFS
136
Sowell Financial Services
Arkansas
$1K
RMAM
137
Raab & Moskowitz Asset Management
New Jersey
$1K +$1.24K +13 New
TPWA
138
TRUE Private Wealth Advisors
Oregon
$1K +$1.24K +13 New
HWM
139
Howard Wealth Management
Connecticut
$1K +$1.81K +19 New
WQ
140
Wealth Quarterback
New Jersey
$160 +$18.3K +193 New
CC
141
Carlson Capital
Texas
-$8.38M -92,375 Closed
WMSA
142
Weiss Multi-Strategy Advisers
New York
-$3.29M -36,289 Closed
GLI
143
Guardian Life Insurance
New York
-$2.44M -26,952 Closed
BS
144
Banco Santander
Spain
-$1.95M -21,521 Closed
PFS
145
Prospera Financial Services
Texas
-$1.1M -12,112 Closed
TA
146
Tiedemann Advisors
New York
-$523K -5,763 Closed
SCA
147
Salient Capital Advisors
Texas
-$329K -3,627 Closed
Creative Planning
148
Creative Planning
Kansas
-$211K -2,331 Closed
DS
149
DRW Securities
Illinois
-$178K -1,875 Closed
SI
150
Stephens Inc
Arkansas
-$162K -1,785 Closed

USO Hedge Fund Activity: Q4 2019 in Review

141 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q4 2019, worth a combined $518M — down 11% from $585M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new USO positions and 20 closed out — a net gain of 16 holders — while 27 added to existing stakes and 41 trimmed.

The largest buyer was UBS Group, adding an estimated $47.4M. The largest seller was JP Morgan Chase, cutting an estimated $138M.

  • 141 institutional investors held United States Oil Fund (USO) as of Q4 2019, up from 127 in Q3 2019.
  • Funds reported $518M of United States Oil Fund stock for Q4 2019, down 11% quarter-over-quarter.
  • 36 funds opened new United States Oil Fund positions in Q4 2019 and 20 closed out, a net change of +16 holders.
  • The largest United States Oil Fund buyer in Q4 2019 was UBS Group, an estimated $47.4M added.
  • The largest United States Oil Fund seller in Q4 2019 was JP Morgan Chase, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2019.