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United States Oil Fund
USO

196 hedge funds and large institutions have $581M invested in United States Oil Fund in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 31 increasing their positions, 60 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 32

46% more call options, than puts

Call options by funds: $2B | Put options by funds: $1.37B

11% more funds holding

Funds holding: 176 → 196 (+20)

9% more capital invested

Capital invested by funds: $534M → $581M (+$47.2M)

3.67% more ownership

Funds ownership: 20% → 23.67% (+3.7%)

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: 1 → 0 (-1)

Holders
196
Holders Change
+20
Holders Change %
+11.36%
% of All Funds
3.02%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
54
Increased
31
Reduced
60
Closed
32
Calls
$2B
Puts
$1.37B
Net Calls
+$630M
Net Calls Change
+$39M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$61.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$51.1M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$26.8M
4
Squarepoint
Squarepoint
New York
+$21.9M
5
BlackRock
BlackRock
New York
+$8.64M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$42.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$22.4M
3
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$18.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$15.1M
5
VA
Verdad Advisers
Massachusetts
-$10.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
126
SOA Wealth Advisors
New York
$46K – – –
HIA
127
Harbor Investment Advisory
Maryland
$38K – – –
LFG
128
Larson Financial Group
Missouri
$37K +$13.7K +252 +58%
VNA
129
Valley National Advisers
Pennsylvania
$37K +$34.8K +640 +1,600%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$35K +$1.41K +26 +4%
BW
131
Bison Wealth
Georgia
$34K +$34K +625 New
RIM
132
Rockbridge Investment Management
New York
$34K +$34K +625 New
SIC
133
Salem Investment Counselors
North Carolina
$34K +$34K +625 New
TFA
134
Toth Financial Advisory
Virginia
$33K – – –
NFSG
135
Newbridge Financial Services Group
Florida
$30K – – –
LPWM
136
Lake Point Wealth Management
Texas
$28K +$2.18K +40 +8%
FA
137
Fortis Advisors
Pennsylvania
$27K +$27.2K +500 New
TCWM
138
Total Clarity Wealth Management
Illinois
$25K – – –
PA
139
PSI Advisors
Florida
$22K – – –
HI
140
Harbour Investments
Wisconsin
$20K -$110K -2,020 -85%
APW
141
Austin Private Wealth
Texas
$20K – – –
HNB
142
Huntington National Bank
Ohio
$20K – – –
CFD
143
Creative Financial Designs
Indiana
$19K -$11.5K -212 -38%
AssetMark Inc
144
AssetMark Inc
California
$18K +$18K +331 New
AWM
145
Accel Wealth Management
Iowa
$17K – – –
RG
146
Retirement Group
California
$17K – – –
TFS
147
TrustCore Financial Services
Tennessee
$16K – – –
FIA
148
FNY Investment Advisers
New York
$16K +$16.3K +300 New
TCWA
149
Ten Capital Wealth Advisors
Washington
$15K – – –
GEA
150
Glen Eagle Advisors
New Jersey
$13.6K +$13.6K +250 New
4 5
6
7 8

USO Hedge Fund Activity: Q4 2021 in Review

196 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q4 2021, worth a combined $581M — up 8.9% from $534M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new USO positions and 32 closed out — a net gain of 22 holders — while 31 added to existing stakes and 60 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $61.6M. The largest seller was Credit Suisse, cutting an estimated $42.5M.

  • 196 institutional investors held United States Oil Fund (USO) as of Q4 2021, up from 176 in Q3 2021.
  • Funds reported $581M of United States Oil Fund stock for Q4 2021, up 8.9% quarter-over-quarter.
  • 54 funds opened new United States Oil Fund positions in Q4 2021 and 32 closed out, a net change of +22 holders.
  • The largest United States Oil Fund buyer in Q4 2021 was Goldman Sachs, an estimated $61.6M added.
  • The largest United States Oil Fund seller in Q4 2021 was Credit Suisse, an estimated $42.5M sold.

Based on aggregated 13F filings for Q4 2021.