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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
USGIU
151
U.S. Global Investors (USGI)
Texas
$11K -$16.3K -300 -60%
APC
152
Aspire Private Capital
North Carolina
$11K – – –
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$10K -$14.3K -263 -60%
SPIA
154
Steward Partners Investment Advisory
New York
$10K – – –
RFA
155
Reilly Financial Advisors
California
$10K +$10.2K +187 New
SWM
156
Selective Wealth Management
Virginia
$9K – – –
AWM
157
Avior Wealth Management
Nebraska
$8K -$12.2K -225 -58%
GI
158
Gradient Investments
Minnesota
$8K -$761 -14 -9%
First Manhattan
159
First Manhattan
New York
$8K – – –
PA
160
Parallel Advisors
California
$8K +$7.51K +138 New
CA
161
CoreCap Advisors
Michigan
$8K +$8K +147 New
CB
162
CNB Bank
Pennsylvania
$7K -$2.01K -37 -22%
PMFA
163
Plante Moran Financial Advisors
Michigan
$7K – – –
PFBT
164
Parkside Financial Bank & Trust
Missouri
$7K +$6.8K +125 New
SFM
165
Signet Financial Management
New Jersey
$7K +$6.8K +125 New
MWC
166
MBM Wealth Consultants
Missouri
$5K -$11.7K -215 -70%
CCMW
167
Cypress Capital Management (Wyoming)
Wyoming
$5K – – –
TCM
168
Tradewinds Capital Management
Washington
$5K – – –
BWM
169
Baystate Wealth Management
Massachusetts
$5K +$5.11K +94 New
RA
170
Rise Advisors
New York
$4.08K +$4.08K +75 New
BIA
171
Bell Investment Advisors
California
$4K – – –
CFB
172
Cullen/Frost Bankers
Texas
$4K – – –
TWA
173
TCI Wealth Advisors
Arizona
$4K – – –
PWMG
174
Prestige Wealth Management Group
New Jersey
$4K +$109 +2 +3%
NIC
175
Northwest Investment Counselors
Oregon
$4K +$4.24K +78 New
5 6
7
8 9

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.