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United States Oil Fund
USO

180 hedge funds and large institutions have $569M invested in United States Oil Fund in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 30 increasing their positions, 60 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.09B

1.88% more ownership

Funds ownership: 16.49% → 18.37% (+1.9%)

3% less capital invested

Capital invested by funds: $584M → $569M (-$15.1M)

3% less funds holding

Funds holding: 185 → 180 (-5)

12% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 34

50% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 60

Holders
180
Holders Change
-5
Holders Change %
-2.7%
% of All Funds
3.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
30
Reduced
60
Closed
34
Calls
$1.45B
Puts
$1.09B
Net Calls
+$357M
Net Calls Change
-$272M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$15.5M
2
Victory Capital Management
Victory Capital Management
Texas
+$9.02M
3
CS
Credit Suisse
Switzerland
+$7.39M
4
Group One Trading
Group One Trading
Illinois
+$5.14M
5
HT
HAP Trading
New York
+$4.29M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$86.8M
2
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$36.9M
3
HFM
Harvest Fund Management
China
-$11.2M
4
Wolverine Trading
Wolverine Trading
Illinois
-$8.81M
5
OMC
Old Mission Capital
Illinois
-$8.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
126
Castleview Partners
Texas
$32K +$28.5K +632 New
CFD
127
Creative Financial Designs
Indiana
$31K -$131K -2,900 -83%
SJIM
128
St. Johns Investment Management
Florida
$31K – – –
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$31K +$4.51K +100 +19%
TFA
130
Toth Financial Advisory
Virginia
$30K – – –
CA
131
Crewe Advisors
Utah
$29K +$25.8K +572 New
NFSG
132
Newbridge Financial Services Group
Florida
$27K – – –
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$27K +$90 +2 +0.4%
LPWM
134
Lake Point Wealth Management
Texas
$24K +$21.5K +476 New
US Bancorp
135
US Bancorp
Minnesota
$23K -$26K -575 -55%
LFG
136
Larson Financial Group
Missouri
$22K – – –
HNB
137
Huntington National Bank
Ohio
$21K – – –
ACM
138
Anfield Capital Management
California
$20K +$18.1K +400 New
APW
139
Austin Private Wealth
Texas
$19K – – –
FPB
140
First PREMIER Bank
South Dakota
$19K – – –
RG
141
Retirement Group
California
$16K -$24.8K -550 -64%
AWM
142
Accel Wealth Management
Iowa
$16K – – –
CA
143
Centerpoint Advisors
Massachusetts
$16K – – –
BCM
144
Barometer Capital Management
Ontario, Canada
$14.7K +$13.3K +295 New
TFS
145
TrustCore Financial Services
Tennessee
$14K – – –
TCWA
146
Ten Capital Wealth Advisors
Washington
$14K +$12.5K +278 New
APC
147
Aspire Private Capital
North Carolina
$11K -$1.35K -30 -12%
TCM
148
Tradewinds Capital Management
Washington
$10K +$9.03K +200 New
RFA
149
Reilly Financial Advisors
California
$9K – – –
SPIA
150
Steward Partners Investment Advisory
New York
$9K – – –
4 5
6
7 8

USO Hedge Fund Activity: Q2 2021 in Review

180 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q2 2021, worth a combined $569M — down 2.6% from $584M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of USO and 30 opened new positions — a net loss of 4 holders — while 60 trimmed existing stakes and 30 added.

The largest buyer was Morgan Stanley, adding an estimated $15.5M. The largest seller was Susquehanna International Group, cutting an estimated $86.8M.

  • 180 institutional investors held United States Oil Fund (USO) as of Q2 2021, down from 185 in Q1 2021.
  • Funds reported $569M of United States Oil Fund stock for Q2 2021, down 2.6% quarter-over-quarter.
  • 30 funds opened new United States Oil Fund positions in Q2 2021 and 34 closed out, a net change of -4 holders.
  • The largest United States Oil Fund buyer in Q2 2021 was Morgan Stanley, an estimated $15.5M added.
  • The largest United States Oil Fund seller in Q2 2021 was Susquehanna International Group, an estimated $86.8M sold.

Based on aggregated 13F filings for Q2 2021.