We are live on ! Find out more
USO icon

United States Oil Fund

166 hedge funds and large institutions have $518M invested in United States Oil Fund in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 44 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.81% more ownership

Funds ownership: 32.85%33.66% (+0.81%)

4% less capital invested

Capital invested by funds: $541M → $518M (-$22.4M)

9% less funds holding

Funds holding: 183166 (-17)

13% less call options, than puts

Call options by funds: $1.13B | Put options by funds: $1.31B

34% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 44

42% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 38

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
166
Holders Change
-17
Holders Change %
-9.29%
% of All Funds
2.61%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
29
Reduced
44
Closed
38
Calls
$1.13B
Puts
$1.31B
Net Calls
-$176M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AWCI
176
Alpine Woods Capital Investors
New York
-$598K -9,000 Closed
DA
177
Doliver Advisors
Texas
-$448K -6,750 Closed
SSA
178
Schonfeld Strategic Advisors
New York
-$405K -6,100 Closed
AWM
179
AE Wealth Management
Kansas
-$370K -5,570 Closed
ECM
180
Evergreen Capital Management
Washington
-$366K -5,515 Closed
Verition Fund Management
181
Verition Fund Management
Connecticut
-$332K -5,000 Closed
AAS
182
Ameritas Advisory Services
Nebraska
-$341K -4,983 Closed
EA
183
Eudaimonia Advisors
Tennessee
-$276K -4,150 Closed
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
-$274K -4,137 Closed
FIA
185
FNY Investment Advisers
New York
-$265K -4,000 Closed
HT
186
Headlands Technologies
Illinois
-$248K -3,726 Closed
VCWA
187
Vanguard Capital Wealth Advisors
Colorado
-$239K -3,600 Closed
Thrivent Financial for Lutherans
188
Thrivent Financial for Lutherans
Minnesota
-$224K -3,425 Closed
LA
189
Legacy Advisors
Pennsylvania
-$206K -3,107 Closed
AWE
190
Avidian Wealth Enterprises
Texas
-$197K -3,027 Closed
IAIM
191
International Assets Investment Management
Florida
-$70.2K -1,056 Closed
MWM
192
Mascoma Wealth Management
New Hampshire
-$51K -755 Closed
OLVIG
193
Oliver Lagore Vanvalin Investment Group
Michigan
-$41.5K -625 Closed
VF
194
VitalStone Financial
Texas
-$24K -437 Closed
BWM
195
Baystate Wealth Management
Massachusetts
-$22.9K -351 Closed
AWM
196
Accel Wealth Management
Iowa
-$21.3K -321 Closed
GIA
197
GHP Investment Advisors
Colorado
-$13.3K -200 Closed
BAM
198
Belpointe Asset Management
Nevada
-$12.8K -192 Closed
TWA
199
TCI Wealth Advisors
Arizona
-$6.38K -96 Closed
MWC
200
MBM Wealth Consultants
Missouri
-$3K -50 Closed

USO Hedge Fund Activity: Q2 2023 in Review

166 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q2 2023, worth a combined $518M — down 4.1% from $541M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of USO and 22 opened new positions — a net loss of 16 holders — while 44 trimmed existing stakes and 29 added.

The largest buyer was Citadel Advisors, adding an estimated $58.4M. The largest seller was Bank of America, cutting an estimated $76.5M.

  • 166 institutional investors held United States Oil Fund (USO) as of Q2 2023, down from 183 in Q1 2023.
  • Funds reported $518M of United States Oil Fund stock for Q2 2023, down 4.1% quarter-over-quarter.
  • 22 funds opened new United States Oil Fund positions in Q2 2023 and 38 closed out, a net change of -16 holders.
  • The largest United States Oil Fund buyer in Q2 2023 was Citadel Advisors, an estimated $58.4M added.
  • The largest United States Oil Fund seller in Q2 2023 was Bank of America, an estimated $76.5M sold.

Based on aggregated 13F filings for Q2 2023.