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United States Oil Fund

177 hedge funds and large institutions have $839M invested in United States Oil Fund in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

21% more capital invested

Capital invested by funds: $691M → $839M (+$148M)

13% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 48

5% more funds holding

Funds holding: 169177 (+8)

0.31% more ownership

Funds ownership: 2.88%3.2% (+0.31%)

30% less call options, than puts

Call options by funds: $858M | Put options by funds: $1.23B

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
177
Holders Change
+8
Holders Change %
+4.73%
% of All Funds
4.41%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
28
Increased
54
Reduced
48
Closed
19
Calls
$858M
Puts
$1.23B
Net Calls
-$374M
Net Calls Change
+$97M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
151
Parkside Financial Bank & Trust
Missouri
$17K
RFA
152
Reilly Financial Advisors
California
$17K
CHP
153
Cable Hill Partners
Oregon
$15K
VWA
154
V Wealth Advisors
Kansas
$12K +$11.8K +147 New
KWM
155
Kingsview Wealth Management
Oregon
$11K +$11.4K +142 New
AF
156
Allworth Financial
California
$10K
KF
157
Krilogy Financial
Missouri
$10K
PMFA
158
Plante Moran Financial Advisors
Michigan
$10K
TJHA
159
Thomas J. Herzfeld Advisors
Florida
$10K
TDC
160
Thompson Davis & Co
Virginia
$10K +$10K +125 New
RFM
161
Royal Fund Management
Florida
$8K +$8.48K +106 New
AWM
162
Avior Wealth Management
Nebraska
$6K
PFGIA
163
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$4K -50 -42%
CFD
164
Creative Financial Designs
Indiana
$5K -$640 -8 -11%
GBBWRPM
165
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K
TWA
166
TCI Wealth Advisors
Arizona
$5K
LF
167
Lee Financial
Texas
$5K +$5.12K +64 +2,133%
Walleye Trading
168
Walleye Trading
New York
$4.28K -$1.64M -20,476 -27%
IIC
169
Integrated Investment Consultants
Michigan
$4K
BL
170
Balentine LLC
Georgia
$3K
BlackRock
171
BlackRock
New York
$3K
ASN
172
Advisory Services Network
Georgia
$3K +$2.96K +37 +529%
EWM
173
Edge Wealth Management
New York
$2K
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$2K
SIAP
175
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K +$2K +25 New

USO Hedge Fund Activity: Q2 2017 in Review

177 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q2 2017, worth a combined $839M — up 21% from $691M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new USO positions and 19 closed out — a net gain of 9 holders — while 54 added to existing stakes and 48 trimmed.

The largest buyer was Clal Insurance, opening a new position worth an estimated $89.7M. The largest seller was Goldman Sachs, cutting an estimated $23.7M.

  • 177 institutional investors held United States Oil Fund (USO) as of Q2 2017, up from 169 in Q1 2017.
  • Funds reported $839M of United States Oil Fund stock for Q2 2017, up 21% quarter-over-quarter.
  • 28 funds opened new United States Oil Fund positions in Q2 2017 and 19 closed out, a net change of +9 holders.
  • The largest United States Oil Fund buyer in Q2 2017 was Clal Insurance, an estimated $89.7M added.
  • The largest United States Oil Fund seller in Q2 2017 was Goldman Sachs, an estimated $23.7M sold.

Based on aggregated 13F filings for Q2 2017.