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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
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$27K +$25.3K +312 +975%
RG
152
Retirement Group
California
$25K
AWM
153
Accel Wealth Management
Iowa
$24K
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$23K
MIFH
155
Migdal Insurance & Financial Holdings
Israel
$23K
TFS
156
TrustCore Financial Services
Tennessee
$23K
PA
157
PSI Advisors
Florida
$20K -$10.1K -125 -33%
HI
158
Harbour Investments
Wisconsin
$19K +$19.6K +242 New
AF
159
Advisornet Financial
Minnesota
$18K
HNB
160
Huntington National Bank
Ohio
$18K
BWM
161
Baystate Wealth Management
Massachusetts
$18K +$2.59K +32 +17%
TCWM
162
Total Clarity Wealth Management
Illinois
$18K +$18.2K +225 New
APC
163
Aspire Private Capital
North Carolina
$15K
BMD
164
Better Money Decisions
New Mexico
$15K +$15.3K +189 New
TCWA
165
Ten Capital Wealth Advisors
Washington
$14K -$8.35K -103 -37%
SWM
166
Selective Wealth Management
Virginia
$14K
AWM
167
Avior Wealth Management
Nebraska
$13K
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$12K
CFGS
169
Concourse Financial Group Securities
Alabama
$11K -$15.2K -187 -58%
CB
170
CNB Bank
Pennsylvania
$10K
PFBT
171
Parkside Financial Bank & Trust
Missouri
$10K
PMFA
172
Plante Moran Financial Advisors
Michigan
$10K
CA
173
CoreCap Advisors
Michigan
$10K +$10.1K +125 New
C
174
Covestor
United Kingdom
$10K +$10.2K +126 New
FMP
175
Financial Management Professionals
Texas
$8K

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.