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ProShares Ultra Financials

52 hedge funds and large institutions have $41.3M invested in ProShares Ultra Financials in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

20% more call options, than puts

Call options by funds: $9.25M | Put options by funds: $7.7M

4.88% less ownership

Funds ownership: 34.71%29.83% (-4.9%)

15% less funds holding

Funds holding: 6152 (-9)

18% less capital invested

Capital invested by funds: $50.4M → $41.3M (-$9.1M)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
52
Holders Change
-9
Holders Change %
-14.75%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
7
Closed
16
Calls
$9.25M
Puts
$7.7M
Net Calls
+$1.55M
Net Calls Change
-$4.59M

UYG Hedge Fund Activity: Q1 2015 in Review

52 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Financials (UYG) for Q1 2015, worth a combined $41.3M — down 18% from $50.4M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of UYG and 8 opened new positions — a net loss of 8 holders — while 7 trimmed existing stakes and 14 added.

The largest buyer was Envestnet Asset Management, adding an estimated $2.27M. The largest seller was Deutsche Bank, exiting entirely with an estimated $6.33M sold.

  • 52 institutional investors held ProShares Ultra Financials (UYG) as of Q1 2015, down from 61 in Q4 2014.
  • Funds reported $41.3M of ProShares Ultra Financials stock for Q1 2015, down 18% quarter-over-quarter.
  • 8 funds opened new ProShares Ultra Financials positions in Q1 2015 and 16 closed out, a net change of -8 holders.
  • The largest ProShares Ultra Financials buyer in Q1 2015 was Envestnet Asset Management, an estimated $2.27M added.
  • The largest ProShares Ultra Financials seller in Q1 2015 was Deutsche Bank, an estimated $6.33M sold.

Based on aggregated 13F filings for Q1 2015.