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Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN

20 hedge funds and large institutions have $3.08M invested in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

11% more funds holding

Funds holding: 1820 (+2)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

13.33% less ownership

Funds ownership: 17.67%4.33% (-13%)

73% less capital invested

Capital invested by funds: $11.3M → $3.08M (-$8.24M)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Acorn Wealth Advisors
Michigan
$723K
Jane Street
2
Jane Street
New York
$543K -$5.61M -76,299 -92%
CS
3
Credit Suisse
Switzerland
$537K
OMC
4
Old Mission Capital
Illinois
$426K +$89K +1,212 +28%
BAM
5
Belpointe Asset Management
Nevada
$319K -$201K -2,733 -40%
AWS
6
Atria Wealth Solutions
New York
$217K +$207K +2,816 New
Osaic Holdings
7
Osaic Holdings
Arizona
$132K +$27K +367 +27%
PMFA
8
Plante Moran Financial Advisors
Michigan
$92.6K +$88.2K +1,200 New
TAM
9
Tucker Asset Management
Colorado
$42K +$40K +544 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$17K +$14.8K +201 +1,005%
Morgan Stanley
11
Morgan Stanley
New York
$15.5K +$7.27K +99 +97%
PS
12
Principal Securities
Iowa
$7.1K -$59.9K -815 -90%
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$1.09K
S
14
SignatureFD
Georgia
$926
WWP
15
WR Wealth Planners
Missouri
$926 +$882 +12 New
HI
16
Harbour Investments
Wisconsin
$694
Wells Fargo
17
Wells Fargo
California
$235 -$7.35K -100 -97%
MG
18
Mather Group
Illinois
$139 +$147 +2 New
AP
19
Aspect Partners
Virginia
$77
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$2.23M -32,040 Closed
Renaissance Technologies
21
Renaissance Technologies
New York
-$766K -11,000 Closed
TSS
22
Two Sigma Securities
New York
-$352K -5,047 Closed
UBS Group
23
UBS Group
Switzerland
-$75.4K -1,083 Closed
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
+$367 +5 New

USOI Hedge Fund Activity: Q1 2024 in Review

20 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) for Q1 2024, worth a combined $3.08M — down 73% from $11.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new USOI positions and 4 closed out — a net gain of 2 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Atria Wealth Solutions, opening a new position worth an estimated $207K. The largest seller was Jane Street, cutting an estimated $5.61M.

  • 20 institutional investors held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) as of Q1 2024, up from 18 in Q4 2023.
  • Funds reported $3.08M of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN stock for Q1 2024, down 73% quarter-over-quarter.
  • 6 funds opened new Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN positions in Q1 2024 and 4 closed out, a net change of +2 holders.
  • The largest Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN buyer in Q1 2024 was Atria Wealth Solutions, an estimated $207K added.
  • The largest Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN seller in Q1 2024 was Jane Street, an estimated $5.61M sold.

Based on aggregated 13F filings for Q1 2024.