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United States Oil Fund

72 hedge funds and large institutions have $891M invested in United States Oil Fund in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

3.59% less ownership

Funds ownership: 24.07%20.48% (-3.6%)

4% less funds holding

Funds holding: 7572 (-3)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

28% less call options, than puts

Call options by funds: $793M | Put options by funds: $1.1B

47% less capital invested

Capital invested by funds: $1.67B → $891M (-$782M)

53% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 30

Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
14
Increased
14
Reduced
30
Closed
17
Calls
$793M
Puts
$1.1B
Net Calls
-$311M
Net Calls Change
-$291M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$274M -$18.6M -66,246 -6%
CS
2
Credit Suisse
Switzerland
$173M -$21.1M -75,080 -11%
Goldman Sachs
3
Goldman Sachs
New York
$135M -$62.7M -223,291 -32%
Bank of America
4
Bank of America
North Carolina
$61.8M +$14.2M +50,434 +30%
Morgan Stanley
5
Morgan Stanley
New York
$51M -$178M -632,081 -78%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$45M +$32.1M +114,377 +256%
JP Morgan Chase
7
JP Morgan Chase
New York
$28.7M -$11.5M -41,019 -29%
Barclays
8
Barclays
United Kingdom
$18M -$7.09M -25,235 -28%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$16.9M +$8.51M +30,296 +103%
Nomura Holdings
10
Nomura Holdings
Japan
$13.7M +$4.03M +14,353 +42%
Deutsche Bank
11
Deutsche Bank
Germany
$13.1M -$18.5M -65,858 -59%
VF
12
Virtu Financial
New York
$11.9M +$6.54M +23,283 +124%
U
13
UBS
Switzerland
$6.61M -$3.85M -13,691 -37%
SFG
14
SNS Financial Group
Minnesota
$4.45M +$4.42M +15,749 New
Walleye Trading
15
Walleye Trading
New York
$4.27M +$4.25M +15,124 New
QA
16
Quintium Advisors
Tennessee
$3M +$2.98M +10,618 New
LPL Financial
17
LPL Financial
California
$2.54M -$478K -1,703 -16%
SMM
18
Stadion Money Management
Georgia
$2.26M +$2.24M +7,985 New
Wells Fargo
19
Wells Fargo
California
$2.09M -$1.78M -6,334 -46%
DCMA
20
Daiwa Capital Markets America
New York
$1.95M +$1.93M +6,875 New
Daiwa Securities Group
21
Daiwa Securities Group
Japan
$1.95M +$1.93M +6,875 New
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$1.89M -$355K -1,262 -16%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$1.55M -$107M -380,588 -99%
IG
24
ING Group
Netherlands
$1.55M -$948K -3,375 -38%
CL
25
CSS LLC
Illinois
$1.2M +$1.19M +4,250 New

USO Hedge Fund Activity: Q4 2013 in Review

72 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q4 2013, worth a combined $891M — down 47% from $1.67B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of USO and 14 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 14 added.

The largest buyer was Susquehanna International Group, adding an estimated $32.1M. The largest seller was Marathon Trading Investment Management, cutting an estimated $292M.

  • 72 institutional investors held United States Oil Fund (USO) as of Q4 2013, down from 75 in Q3 2013.
  • Funds reported $891M of United States Oil Fund stock for Q4 2013, down 47% quarter-over-quarter.
  • 14 funds opened new United States Oil Fund positions in Q4 2013 and 17 closed out, a net change of -3 holders.
  • The largest United States Oil Fund buyer in Q4 2013 was Susquehanna International Group, an estimated $32.1M added.
  • The largest United States Oil Fund seller in Q4 2013 was Marathon Trading Investment Management, an estimated $292M sold.

Based on aggregated 13F filings for Q4 2013.