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United States Oil Fund

185 hedge funds and large institutions have $584M invested in United States Oil Fund in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 31 increasing their positions, 60 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $1.43B | Put options by funds: $800M

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

1% more funds holding

Funds holding: 184185 (+1)

4.89% less ownership

Funds ownership: 21.38%16.49% (-4.9%)

37% less capital invested

Capital invested by funds: $931M → $584M (-$347M)

48% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 60

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
185
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
3.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
31
Reduced
60
Closed
30
Calls
$1.43B
Puts
$800M
Net Calls
+$629M
Net Calls Change
+$824M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Avior Wealth Management
Nebraska
$26K
VFA
127
Valeo Financial Advisors
Indiana
$25K
SJIM
128
St. Johns Investment Management
Florida
$25K +$24.3K +620 New
TFA
129
Toth Financial Advisory
Virginia
$24K
FI
130
FormulaFolio Investments
Michigan
$23K -$335K -8,540 -94%
NFSG
131
Newbridge Financial Services Group
Florida
$22K
IA
132
IFP Advisors
Florida
$21K -$9.45K -241 -32%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$21K
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$21K +$9.8K +250 +89%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$20K -$19.6K -500 -49%
TCWM
136
Total Clarity Wealth Management
Illinois
$19K +$18.1K +462 New
LFG
137
Larson Financial Group
Missouri
$18K +$7.49K +191 +78%
HNB
138
Huntington National Bank
Ohio
$17K
FPB
139
First PREMIER Bank
South Dakota
$15K
APW
140
Austin Private Wealth
Texas
$15K +$14.7K +375 New
AWM
141
Accel Wealth Management
Iowa
$13K
CA
142
Centerpoint Advisors
Massachusetts
$13K
TFS
143
TrustCore Financial Services
Tennessee
$12K -$1.76K -45 -13%
APC
144
Aspire Private Capital
North Carolina
$10K +$10.1K +258 New
RFA
145
Reilly Financial Advisors
California
$8K
SFSIG
146
San Francisco Sentry Investment Group
California
$8K
SPIA
147
Steward Partners Investment Advisory
New York
$7.58K -$2.94K -75 -29%
CB
148
CNB Bank
Pennsylvania
$7K
HI
149
Human Investing
Oregon
$7K
MFT
150
Moisand Fitzgerald Tamayo
Florida
$7K

USO Hedge Fund Activity: Q1 2021 in Review

185 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q1 2021, worth a combined $584M — down 37% from $931M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new USO positions and 30 closed out — a net gain of 1 holder — while 31 added to existing stakes and 60 trimmed.

The largest buyer was Parallax Volatility Advisers, adding an estimated $27.9M. The largest seller was Susquehanna International Group, cutting an estimated $494M.

  • 185 institutional investors held United States Oil Fund (USO) as of Q1 2021, up from 184 in Q4 2020.
  • Funds reported $584M of United States Oil Fund stock for Q1 2021, down 37% quarter-over-quarter.
  • 31 funds opened new United States Oil Fund positions in Q1 2021 and 30 closed out, a net change of +1 holder.
  • The largest United States Oil Fund buyer in Q1 2021 was Parallax Volatility Advisers, an estimated $27.9M added.
  • The largest United States Oil Fund seller in Q1 2021 was Susquehanna International Group, an estimated $494M sold.

Based on aggregated 13F filings for Q1 2021.