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United States Oil Fund

216 hedge funds and large institutions have $650M invested in United States Oil Fund in 2020 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 70 increasing their positions, 19 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 29

268% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 19

53% more funds holding

Funds holding: 141216 (+75)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more capital invested

Capital invested by funds: $518M → $650M (+$132M)

12.14% more ownership

Funds ownership: 4.65%16.79% (+12%)

54% less call options, than puts

Call options by funds: $262M | Put options by funds: $570M

Holders
216
Holders Change
+75
Holders Change %
+53.19%
% of All Funds
4.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
108
Increased
70
Reduced
19
Closed
29
Calls
$262M
Puts
$570M
Net Calls
-$308M
Net Calls Change
-$72.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
151
Martel Wealth Advisors
Washington
$47.4K +$108K +1,408 New
WIM
152
Westside Investment Management
California
$46.5K +$545K +7,075 New
MSAM
153
Moloney Securities Asset Management
Missouri
$46K +$106K +1,375 New
RCAG
154
Rehmann Capital Advisory Group
Michigan
$45.5K +$104K +1,350 New
IA
155
IFG Advisory
Georgia
$44K -$14.5K -188 -12%
LFAS
156
Level Four Advisory Services
Texas
$44K +$108K +1,401 New
CTC
157
Central Trust Company
Missouri
$43K
VI
158
Vestcor Inc
New Brunswick, Canada
$42K
TJHA
159
Thomas J. Herzfeld Advisors
Florida
$42K +$86.7K +1,125 +900%
HFS
160
Howard Financial Services
Texas
$42K +$96.3K +1,250 New
TMC
161
Trellus Management Company
Florida
$42K +$96.3K +1,250 New
VWA
162
V Wealth Advisors
Kansas
$42K +$96.3K +1,250 New
AWM
163
Atticus Wealth Management
Florida
$36K -$14.4K -187 -15%
BFEC
164
Benjamin F. Edwards & Company
Missouri
$36K +$80K +1,038 +4,152%
MIC
165
Means Investment Company
Maine
$30K +$115K +1,494 New
ASN
166
Advisory Services Network
Georgia
$27K +$61K +792 New
PA
167
Parallel Advisors
California
$24K +$56.8K +737 New
HWM
168
Hohimer Wealth Management
Washington
$24K +$106K +1,375 New
WAS
169
Winch Advisory Services
Wisconsin
$23K
CAN
170
Claraphi Advisory Network
United States
$22K +$49.6K +644 New
AWM
171
AllSquare Wealth Management
New York
$21K +$48.1K +625 New
EWM
172
Endurance Wealth Management
Rhode Island
$21K +$48.1K +625 New
MWM
173
MBE Wealth Management
Wisconsin
$18K +$43.1K +559 New
CFGS
174
Concourse Financial Group Securities
Alabama
$17K +$9.17K +119 +30%
TRCT
175
Tower Research Capital (TRC)
New York
$16K -$50K -649 -58%

USO Hedge Fund Activity: Q1 2020 in Review

216 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q1 2020, worth a combined $650M — up 26% from $518M a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new USO positions and 29 closed out — a net gain of 79 holders — while 70 added to existing stakes and 19 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $386M. The largest seller was UBS Group, cutting an estimated $38.6M.

  • 216 institutional investors held United States Oil Fund (USO) as of Q1 2020, up from 141 in Q4 2019.
  • Funds reported $650M of United States Oil Fund stock for Q1 2020, up 26% quarter-over-quarter.
  • 108 funds opened new United States Oil Fund positions in Q1 2020 and 29 closed out, a net change of +79 holders.
  • The largest United States Oil Fund buyer in Q1 2020 was Susquehanna International Group, an estimated $386M added.
  • The largest United States Oil Fund seller in Q1 2020 was UBS Group, an estimated $38.6M sold.

Based on aggregated 13F filings for Q1 2020.