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United States Oil Fund
USO

188 hedge funds and large institutions have $885M invested in United States Oil Fund in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 36 increasing their positions, 46 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more capital invested

Capital invested by funds: $612M → $885M (+$273M)

28% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 39

19.47% more ownership

Funds ownership: 40.33% → 59.8% (+19%)

6% more funds holding

Funds holding: 177 → 188 (+11)

5% more call options, than puts

Call options by funds: $1.46B | Put options by funds: $1.4B

22% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 46

Holders
188
Holders Change
+11
Holders Change %
+6.21%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
50
Increased
36
Reduced
46
Closed
39
Calls
$1.46B
Puts
$1.4B
Net Calls
+$63.2M
Net Calls Change
+$417M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$143M
2
Goldman Sachs
Goldman Sachs
New York
+$123M
3
UBS Group
UBS Group
Switzerland
+$91.4M
4
Morgan Stanley
Morgan Stanley
New York
+$58.4M
5
IMC Chicago
IMC Chicago
Illinois
+$35.8M

Top Sellers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
-$30M
2
Squarepoint
Squarepoint
New York
-$29.5M
3
Bank of America
Bank of America
North Carolina
-$15.7M
4
TRCT
Tower Research Capital (TRC)
New York
-$12.5M
5
Victory Capital Management
Victory Capital Management
Texas
-$9.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
126
Atticus Wealth Management
Florida
$76.9K – – –
TJHA
127
Thomas J. Herzfeld Advisors
Florida
$75K -$9.06K -125 -10%
CCMW
128
Cypress Capital Management (Wyoming)
Wyoming
$74.6K -$10.9K -150 -12%
CIR
129
Clear Investment Research
Georgia
$68.9K – – –
IPW
130
Impact Partnership Wealth
Georgia
$61.7K – – –
GRP
131
Global Retirement Partners
California
$55.1K – – –
BTI
132
Blue Trust Inc
Georgia
$55K – – –
VWWMG
133
Vermillion & White Wealth Management Group
Pennsylvania
$43.9K +$47.7K +658 New
GEA
134
Glen Eagle Advisors
New Jersey
$40K – – –
VCM
135
Versant Capital Management
Arizona
$40K +$43.5K +600 New
IA
136
IFP Advisors
Florida
$37.7K -$7.25K -100 -15%
National Bank of Canada
137
National Bank of Canada
Quebec, Canada
$37.5K -$4.06K -56 -9%
HCM
138
Hollencrest Capital Management
California
$36.8K – – –
NFSG
139
Newbridge Financial Services Group
Florida
$36.7K – – –
WIM
140
Westside Investment Management
California
$35.8K – – –
S
141
SignatureFD
Georgia
$33.8K – – –
SIC
142
Salem Investment Counselors
North Carolina
$33.3K – – –
CP
143
Castleview Partners
Texas
$32.8K – – –
W
144
WealthCollab
Washington
$32.5K +$35.3K +487 New
LWCFA
145
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22.3K -$31.5K -435 -58%
CFD
146
Creative Financial Designs
Indiana
$21K -$1.81K -25 -7%
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.8K – – –
RG
148
Retirement Group
California
$20.8K – – –
CIA
149
Cape Investment Advisory
Georgia
$20.3K -$3.12K -43 -12%
GI
150
Gradient Investments
Minnesota
$13.5K +$10.9K +150 +288%
4 5
6
7 8

USO Hedge Fund Activity: Q4 2023 in Review

188 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q4 2023, worth a combined $885M — up 45% from $612M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new USO positions and 39 closed out — a net gain of 11 holders — while 36 added to existing stakes and 46 trimmed.

The largest buyer was Jane Street, adding an estimated $143M. The largest seller was Barclays, cutting an estimated $30M.

  • 188 institutional investors held United States Oil Fund (USO) as of Q4 2023, up from 177 in Q3 2023.
  • Funds reported $885M of United States Oil Fund stock for Q4 2023, up 45% quarter-over-quarter.
  • 50 funds opened new United States Oil Fund positions in Q4 2023 and 39 closed out, a net change of +11 holders.
  • The largest United States Oil Fund buyer in Q4 2023 was Jane Street, an estimated $143M added.
  • The largest United States Oil Fund seller in Q4 2023 was Barclays, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2023.