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United States Oil Fund

216 hedge funds and large institutions have $650M invested in United States Oil Fund in 2020 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 70 increasing their positions, 19 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 29

268% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 19

53% more funds holding

Funds holding: 141216 (+75)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more capital invested

Capital invested by funds: $518M → $650M (+$132M)

12.14% more ownership

Funds ownership: 4.65%16.79% (+12%)

54% less call options, than puts

Call options by funds: $262M | Put options by funds: $570M

Holders
216
Holders Change
+75
Holders Change %
+53.19%
% of All Funds
4.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
108
Increased
70
Reduced
19
Closed
29
Calls
$262M
Puts
$570M
Net Calls
-$308M
Net Calls Change
-$72.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
126
Clear Creek Financial Management
Washington
$76K +$192K +2,488 New
Baird Financial Group
127
Baird Financial Group
Wisconsin
$74K +$3.85K +50 +2%
SC
128
Scotia Capital
Ontario, Canada
$74K +$170K +2,201 New
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$72K +$164K +2,125 New
GA
130
GFS Advisors
Texas
$71K +$61.5K +798 +61%
BRWA
131
B. Riley Wealth Advisors
Florida
$69K +$156K +2,029 New
AWM
132
Alterna Wealth Management
Texas
$66K +$151K +1,955 New
PIA
133
Perennial Investment Advisors
California
$66K +$153K +1,980 New
IFG
134
Independent Financial Group
California
$65K +$149K +1,930 New
PBF
135
Petix & Botte Financial
California
$63K
Fiera Capital (Canada)
136
Fiera Capital (Canada)
Quebec, Canada
$63K +$144K +1,875 New
LCAM
137
London & Capital Asset Management
United Kingdom
$63K +$144K +1,875 New
DAS
138
Dynamic Advisor Solutions
Arizona
$63K +$145K +1,880 New
SPC
139
Sigma Planning Corp
Michigan
$58K +$132K +1,714 New
FI
140
FormulaFolio Investments
Michigan
$58K +$133K +1,725 New
EWM
141
EPG Wealth Management
Georgia
$55K +$127K +1,647 New
FAAS
142
First Allied Advisory Services
California
$54K -$88.9K -1,154 -42%
AIC
143
Ameritas Investment Company
Nebraska
$54K +$88.5K +1,149 New
AWM
144
AE Wealth Management
Kansas
$54K +$123K +1,594 New
SCA
145
Snowden Capital Advisors
New York
$51.4K +$117K +1,525 New
RIL
146
Rothschild Investment LLC
Illinois
$51K +$116K +1,500 New
GM
147
GeoWealth Management
Illinois
$51K +$116K +1,504 New
PCS
148
Personal CFO Solutions
New Jersey
$51K +$117K +1,514 New
ACM
149
Arlington Capital Management
Illinois
$50K +$114K +1,474 New
WI
150
Wintrust Investments
Illinois
$48K +$110K +1,427 New

USO Hedge Fund Activity: Q1 2020 in Review

216 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q1 2020, worth a combined $650M — up 26% from $518M a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new USO positions and 29 closed out — a net gain of 79 holders — while 70 added to existing stakes and 19 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $386M. The largest seller was UBS Group, cutting an estimated $38.6M.

  • 216 institutional investors held United States Oil Fund (USO) as of Q1 2020, up from 141 in Q4 2019.
  • Funds reported $650M of United States Oil Fund stock for Q1 2020, up 26% quarter-over-quarter.
  • 108 funds opened new United States Oil Fund positions in Q1 2020 and 29 closed out, a net change of +79 holders.
  • The largest United States Oil Fund buyer in Q1 2020 was Susquehanna International Group, an estimated $386M added.
  • The largest United States Oil Fund seller in Q1 2020 was UBS Group, an estimated $38.6M sold.

Based on aggregated 13F filings for Q1 2020.