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ProShares Ultra Materials

20 hedge funds and large institutions have $9.42M invested in ProShares Ultra Materials in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $558K

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

25% more funds holding

Funds holding: 1620 (+4)

4.72% more ownership

Funds ownership: 32.56%37.28% (+4.7%)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

2% less capital invested

Capital invested by funds: $9.58M → $9.42M (-$161K)

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
5
Closed
3
Calls
$1.57M
Puts
$558K
Net Calls
+$1.01M
Net Calls Change
-$2.73M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
1
Virtu Financial
New York
$2.17M -$1.41M -100,328 -39%
AI
2
Atria Investments
North Carolina
$1.71M -$6.74K -480 -0.4%
LPL Financial
3
LPL Financial
California
$1.59M -$20.4K -1,452 -1%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.16M +$667K +47,556 +127%
UCFA
5
United Capital Financial Advisors
Texas
$1.11M +$1.14M +81,456 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$704K +$582K +41,492 +403%
Citadel Advisors
7
Citadel Advisors
Florida
$454K -$279K -19,908 -37%
VKH
8
Virtu KCG Holdings
New York
$379K +$177K +12,592 +82%
NES
9
New England Securities
New York
$29K +$56 +4 +0.2%
WA
10
WFG Advisors
Texas
$23K +$56 +4 +0.2%
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$23K +$23.2K +1,656 New
JFA
12
JNBA Financial Advisors
Minnesota
$22K
FANJ
13
Financial Architects (New Jersey)
New Jersey
$16K
TRCT
14
Tower Research Capital (TRC)
New York
$14K -$374K -26,680 -96%
PAG
15
Private Advisor Group
New Jersey
$10K +$10.1K +720 New
Bank of America
16
Bank of America
North Carolina
$7K +$6.9K +492 New
U
17
UBS
Switzerland
$5K +$5K +356 New
Morgan Stanley
18
Morgan Stanley
New York
$1K
PFG
19
Piershale Financial Group
Illinois
$1K +$617 +44 New
TH
20
Timber Hill
Connecticut
-$226K -16,164 Closed
WAM
21
Wolverine Asset Management
Illinois
-$78K -5,600 Closed
Citigroup
22
Citigroup
New York
-$7K -520 Closed
Wells Fargo
23
Wells Fargo
California
+$56 +4 New

UYM Hedge Fund Activity: Q3 2014 in Review

20 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Materials (UYM) for Q3 2014, worth a combined $9.42M — down 1.7% from $9.58M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UYM positions and 3 closed out — a net gain of 4 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $1.14M. The largest seller was Virtu Financial, cutting an estimated $1.41M.

  • 20 institutional investors held ProShares Ultra Materials (UYM) as of Q3 2014, up from 16 in Q2 2014.
  • Funds reported $9.42M of ProShares Ultra Materials stock for Q3 2014, down 1.7% quarter-over-quarter.
  • 7 funds opened new ProShares Ultra Materials positions in Q3 2014 and 3 closed out, a net change of +4 holders.
  • The largest ProShares Ultra Materials buyer in Q3 2014 was United Capital Financial Advisors, an estimated $1.14M added.
  • The largest ProShares Ultra Materials seller in Q3 2014 was Virtu Financial, an estimated $1.41M sold.

Based on aggregated 13F filings for Q3 2014.