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United States Oil Fund

204 hedge funds and large institutions have $744M invested in United States Oil Fund in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 33 increasing their positions, 68 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 35

3.19% more ownership

Funds ownership: 25.82%29.01% (+3.2%)

0% more funds holding

Funds holding: 203204 (+1)

15% less capital invested

Capital invested by funds: $875M → $744M (-$131M)

17% less call options, than puts

Call options by funds: $1.35B | Put options by funds: $1.62B

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

51% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 68

Holders
204
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
39
Increased
33
Reduced
68
Closed
35
Calls
$1.35B
Puts
$1.62B
Net Calls
-$269M
Net Calls Change
-$872M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
Crewe Advisors
Utah
$100K
CCMW
127
Cypress Capital Management (Wyoming)
Wyoming
$100K
HR
128
Howe & Rusling
New York
$100K
TJHA
129
Thomas J. Herzfeld Advisors
Florida
$100K
AWM
130
Atticus Wealth Management
Florida
$93K
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$92K
US Bancorp
132
US Bancorp
Minnesota
$89K -$578K -7,135 -87%
BWM
133
BerganKDV Wealth Management
Minnesota
$81K -$81 -1 -0.1%
NFSG
134
Newbridge Financial Services Group
Florida
$68K
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.3K -$50.7K -625 -43%
GEA
136
Glen Eagle Advisors
New Jersey
$65.2K
BTI
137
Blue Trust Inc
Georgia
$59K +$64.4K +794 New
National Bank of Canada
138
National Bank of Canada
Quebec, Canada
$46K -$20.3K -250 -30%
GRP
139
Global Retirement Partners
California
$46K
CWP
140
Concord Wealth Partners
Virginia
$45K +$45.4K +560 New
S
141
SignatureFD
Georgia
$44K
HWMA
142
Heritage Wealth Management (Arizona)
Arizona
$43.9K +$44.3K +546 New
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$42.7K -$117M -1,443,189 -74%
FA
144
Fortis Advisors
Pennsylvania
$40K
SIC
145
Salem Investment Counselors
North Carolina
$40K
IA
146
IFP Advisors
Florida
$38K
LPWM
147
Lake Point Wealth Management
Texas
$38K
GWM
148
Geneos Wealth Management
Colorado
$33K -$53.7K -663 -62%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$33K +$31.3K +386 +1,245%
CFD
150
Creative Financial Designs
Indiana
$28K

USO Hedge Fund Activity: Q2 2022 in Review

204 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q2 2022, worth a combined $744M — down 15% from $875M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new USO positions and 35 closed out — a net gain of 4 holders — while 33 added to existing stakes and 68 trimmed.

The largest buyer was Alberta Investment Management Corp (AIMCo), opening a new position worth an estimated $81.1M. The largest seller was Bank of Montreal, cutting an estimated $117M.

  • 204 institutional investors held United States Oil Fund (USO) as of Q2 2022, up from 203 in Q1 2022.
  • Funds reported $744M of United States Oil Fund stock for Q2 2022, down 15% quarter-over-quarter.
  • 39 funds opened new United States Oil Fund positions in Q2 2022 and 35 closed out, a net change of +4 holders.
  • The largest United States Oil Fund buyer in Q2 2022 was Alberta Investment Management Corp (AIMCo), an estimated $81.1M added.
  • The largest United States Oil Fund seller in Q2 2022 was Bank of Montreal, an estimated $117M sold.

Based on aggregated 13F filings for Q2 2022.