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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
IA
201
IFP Advisors
Florida
$3K +$4.78K +62 +326%
GI
202
Gradient Investments
Minnesota
$3K +$6.24K +81 New
Marshall Wace
203
Marshall Wace
United Kingdom
$2K -$2.32M -30,105 -100%
PFBT
204
Parkside Financial Bank & Trust
Missouri
$2K
TWA
205
TCI Wealth Advisors
Arizona
$2K
JCM
206
Jacobi Capital Management
Pennsylvania
$2K +$2.85K +37 +195%
AF
207
Advisornet Financial
Minnesota
$2K +$4.85K +63 New
FHA
208
Flagship Harbor Advisors
Massachusetts
$1K -$180K -2,340 -98%
CFFP
209
Center for Financial Planning
Michigan
$1K
CWP
210
CFM Wealth Partners
Texas
$1K
FFW
211
Fusion Family Wealth
New York
$1K +$1.46K +19 +317%
SIS
212
Sound Income Strategies
Florida
$1K +$1.46K +19 New
WQ
213
Wealth Quarterback
New Jersey
$421 -$13.9K -180 -93%
Bank of Nova Scotia
214
Bank of Nova Scotia
Ontario, Canada
-$25.6M -250,000 Closed
Qube Research & Technologies (QRT)
215
Qube Research & Technologies (QRT)
United Kingdom
-$25.4M -248,137 Closed
Wolverine Trading
216
Wolverine Trading
Illinois
-$9.52M -92,312 Closed
HighTower Advisors
217
HighTower Advisors
Illinois
-$2.9M -28,372 Closed
KPF
218
K2 Principal Fund
Ontario, Canada
-$2.17M -28,125 Closed
Walleye Trading
219
Walleye Trading
New York
-$874K -11,343 Closed
RHBC
220
R.H. Bluestein & Co
Michigan
-$1.05M -10,231 Closed
BCM
221
Barometer Capital Management
Ontario, Canada
-$988K -9,638 Closed
CC
222
Chanos & Company
New York
-$794K -7,750 Closed
LNC
223
Lincoln National Corp
Pennsylvania
-$461K -4,503 Closed
CW
224
CreativeOne Wealth
Kansas
-$341K -3,329 Closed
ICA
225
Infrastructure Capital Advisors
New York
-$256K -2,500 Closed

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.