We are live on ! Find out more
USO icon

United States Oil Fund

141 hedge funds and large institutions have $1.11B invested in United States Oil Fund in 2015 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 24

104% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 23

34% more funds holding

Funds holding: 105141 (+36)

28% more capital invested

Capital invested by funds: $868M → $1.11B (+$245M)

2.96% less ownership

Funds ownership: 7.59%4.63% (-3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

46% less call options, than puts

Call options by funds: $1.27B | Put options by funds: $2.36B

Holders
141
Holders Change
+36
Holders Change %
+34.29%
% of All Funds
3.76%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
62
Increased
47
Reduced
23
Closed
24
Calls
$1.27B
Puts
$2.36B
Net Calls
-$1.09B
Net Calls Change
-$297M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$200M +$211M +1,469,129 +11,074%
CS
2
Credit Suisse
Switzerland
$105M +$51.7M +359,366 +86%
Citigroup
3
Citigroup
New York
$100M +$55.2M +383,666 +106%
Goldman Sachs
4
Goldman Sachs
New York
$96.8M +$16.1M +112,051 +18%
Morgan Stanley
5
Morgan Stanley
New York
$77.5M -$71.1K -494 -0.1%
SCM
6
Sandler Capital Management
New York
$43.5M +$46.5M +323,088 New
Bank of America
7
Bank of America
North Carolina
$41.9M -$1.26M -8,784 -3%
GE
8
General Electric
Ohio
$38.5M +$41.2M +285,975 New
WRF
9
Waddell & Reed Financial
Kansas
$34.6M +$36.9M +256,691 New
JP Morgan Chase
10
JP Morgan Chase
New York
$32.6M -$16.1M -111,999 -32%
LPL Financial
11
LPL Financial
California
$27.2M +$23.4M +162,346 +519%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$23.1M +$19.8M +137,288 +402%
Point72 Asset Management
13
Point72 Asset Management
Connecticut
$22M +$23.5M +163,125 New
Nomura Holdings
14
Nomura Holdings
Japan
$20.4M +$18.9M +131,487 +648%
Wells Fargo
15
Wells Fargo
California
$20.2M +$20.1M +139,546 +1,367%
T
16
Tahithromos
New York
$18.7M +$20M +139,097 New
UBS Group
17
UBS Group
Switzerland
$15.5M +$9.29M +64,529 +127%
CA
18
Commerzbank Aktiengesellschaft
Germany
$14.4M +$12.3M +85,706 +407%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$12.8M +$8.11M +56,375 +147%
BG
20
Bollard Group
Massachusetts
$12.3M +$13M +90,438 +18,088%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$10.8M +$6.11M +42,441 +113%
ED
22
Exane Derivatives
France
$10.3M +$9.02M +62,656 +463%
Barclays
23
Barclays
United Kingdom
$9.28M +$5.56M +38,657 +114%
PAMP
24
Polar Asset Management Partners
Ontario, Canada
$9.26M +$1.35M +9,375 +16%
DCM
25
DG Capital Management
New York
$8.42M +$9M +62,500 New

USO Hedge Fund Activity: Q1 2015 in Review

141 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in United States Oil Fund (USO) for Q1 2015, worth a combined $1.11B — up 28% from $868M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new USO positions and 24 closed out — a net gain of 38 holders — while 47 added to existing stakes and 23 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $211M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $88.3M sold.

  • 141 institutional investors held United States Oil Fund (USO) as of Q1 2015, up from 105 in Q4 2014.
  • Funds reported $1.11B of United States Oil Fund stock for Q1 2015, up 28% quarter-over-quarter.
  • 62 funds opened new United States Oil Fund positions in Q1 2015 and 24 closed out, a net change of +38 holders.
  • The largest United States Oil Fund buyer in Q1 2015 was Susquehanna International Group, an estimated $211M added.
  • The largest United States Oil Fund seller in Q1 2015 was Americafirst Capital Management, an estimated $88.3M sold.

Based on aggregated 13F filings for Q1 2015.