ProShares Ultra Financials
UYG
61 hedge funds and large institutions have $50.4M invested in ProShares Ultra Financials in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 9 closing their positions.
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
83% more call options, than puts
Call options by funds: $13.6M | Put options by funds: $7.41M
20% more funds holding
Funds holding: 51 → 61 (+10)
4% more capital invested
Capital invested by funds: $48.6M → $50.4M (+$1.84M)
2.81% less ownership
Funds ownership: 37.53% → 34.71% (-2.8%)
50% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$867K |
| 3 |
TH
Timber Hill
Greenwich,
Connecticut
|
+$645K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$506K |
| 5 |
CT
CMT Trading
Chicago,
Illinois
|
+$409K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.09M |
| 2 |
Goldman Sachs
New York
|
-$3.02M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.78M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$717K |
| 5 |
Barclays
London,
United Kingdom
|
-$361K |
UYG Hedge Fund Activity: Q4 2014 in Review
61 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Financials (UYG) for Q4 2014, worth a combined $50.4M — up 3.8% from $48.6M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new UYG positions and 9 closed out — a net gain of 11 holders — while 8 added to existing stakes and 16 trimmed.
The largest buyer was Tower Research Capital (TRC), opening a new position worth an estimated $3.5M. The largest seller was Susquehanna International Group, cutting an estimated $6.09M.
- 61 institutional investors held ProShares Ultra Financials (UYG) as of Q4 2014, up from 51 in Q3 2014.
- Funds reported $50.4M of ProShares Ultra Financials stock for Q4 2014, up 3.8% quarter-over-quarter.
- 20 funds opened new ProShares Ultra Financials positions in Q4 2014 and 9 closed out, a net change of +11 holders.
- The largest ProShares Ultra Financials buyer in Q4 2014 was Tower Research Capital (TRC), an estimated $3.5M added.
- The largest ProShares Ultra Financials seller in Q4 2014 was Susquehanna International Group, an estimated $6.09M sold.
Based on aggregated 13F filings for Q4 2014.