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United States Oil Fund

187 hedge funds and large institutions have $717M invested in United States Oil Fund in 2016 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 65 increasing their positions, 34 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 34

84% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 31

15% more funds holding

Funds holding: 162187 (+25)

0.79% less ownership

Funds ownership: 3.33%2.54% (-0.79%)

9% less capital invested

Capital invested by funds: $786M → $717M (-$68.9M)

14% less call options, than puts

Call options by funds: $692M | Put options by funds: $803M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
187
Holders Change
+25
Holders Change %
+15.43%
% of All Funds
4.98%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
57
Increased
65
Reduced
34
Closed
31
Calls
$692M
Puts
$803M
Net Calls
-$111M
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
176
Tradewinds Capital Management
Washington
$4K
IIC
177
Integrated Investment Consultants
Michigan
$4K +$3.73K +50 New
BL
178
Balentine LLC
Georgia
$3K
BlackRock
179
BlackRock
New York
$3K
SIG
180
Stanford Investment Group
California
$3K
FAM
181
Formidable Asset Management
Ohio
$2K
PFG
182
Piershale Financial Group
Illinois
$2K
ASN
183
Advisory Services Network
Georgia
$2K +$1.87K +25 +357%
EWM
184
Edge Wealth Management
New York
$2K +$1.87K +25 New
Manulife (Manufacturers Life Insurance)
185
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K +$971 +13 New
UOC
186
UBS O'Connor
Illinois
-$23.5M -266,579 Closed
TAAM
187
Top Ace Asset Management
Hong Kong
-$4.4M -50,000 Closed
BFIC
188
Bedell Frazier Investment Counselling
California
-$3.32M -37,750 Closed
Canada Pension Plan Investment Board
189
Canada Pension Plan Investment Board
Ontario, Canada
-$1.93M -21,875 Closed
MSU
190
Mizuho Securities USA
New York
-$1.65M -18,750 Closed
Simplex Trading
191
Simplex Trading
Illinois
-$1.13M -15,169 Closed
Fidelity Investments
192
Fidelity Investments
Massachusetts
-$1.18M -13,438 Closed
MC
193
Maplelane Capital
New York
-$747K -10,000 Closed
WMSA
194
Weiss Multi-Strategy Advisers
New York
-$825K -9,375 Closed
N
195
Nuveen
North Carolina
-$783 -8,900 Closed
HT
196
HAP Trading
New York
-$558K -7,469 Closed
Stifel Financial
197
Stifel Financial
Missouri
-$283K -3,216 Closed
EAM
198
EverPoint Asset Management
Connecticut
-$275K -3,125 Closed
UFA
199
US Financial Advisors
Massachusetts
-$258K -2,931 Closed
MWM
200
Merriman Wealth Management
Washington
-$198K -2,250 Closed

USO Hedge Fund Activity: Q1 2016 in Review

187 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q1 2016, worth a combined $717M — down 8.8% from $786M a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new USO positions and 31 closed out — a net gain of 26 holders — while 65 added to existing stakes and 34 trimmed.

The largest buyer was HBK Investments, adding an estimated $58.6M. The largest seller was Virtu Financial, cutting an estimated $42.4M.

  • 187 institutional investors held United States Oil Fund (USO) as of Q1 2016, up from 162 in Q4 2015.
  • Funds reported $717M of United States Oil Fund stock for Q1 2016, down 8.8% quarter-over-quarter.
  • 57 funds opened new United States Oil Fund positions in Q1 2016 and 31 closed out, a net change of +26 holders.
  • The largest United States Oil Fund buyer in Q1 2016 was HBK Investments, an estimated $58.6M added.
  • The largest United States Oil Fund seller in Q1 2016 was Virtu Financial, an estimated $42.4M sold.

Based on aggregated 13F filings for Q1 2016.