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ProShares Ultra Materials

20 hedge funds and large institutions have $6.66M invested in ProShares Ultra Materials in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more funds holding

Funds holding: 2020 (0)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

5.32% less ownership

Funds ownership: 37.28%31.96% (-5.3%)

29% less capital invested

Capital invested by funds: $9.42M → $6.66M (-$2.75M)

93% less call options, than puts

Call options by funds: $52K | Put options by funds: $786K

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
5
Closed
5
Calls
$52K
Puts
$786K
Net Calls
-$734K
Net Calls Change
-$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
1
Virtu Financial
New York
$3.44M +$1.48M +117,140 +73%
LPL Financial
2
LPL Financial
California
$904K -$640K -50,792 -41%
UCFA
3
United Capital Financial Advisors
Texas
$775K -$242K -19,208 -24%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$717K +$72.4K +5,740 +11%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$428K -$639K -50,676 -60%
Citadel Advisors
6
Citadel Advisors
Florida
$189K -$230K -18,220 -55%
Barclays
7
Barclays
United Kingdom
$42K +$43.1K +3,416 New
NES
8
New England Securities
New York
$26K +$50 +4 +0.2%
BCM
9
Blume Capital Management
California
$25K +$25.2K +2,000 New
WA
10
WFG Advisors
Texas
$21K +$50 +4 +0.2%
JFA
11
JNBA Financial Advisors
Minnesota
$20K
Bank of America
12
Bank of America
North Carolina
$20K +$13.6K +1,076 +219%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$17K -$3.53K -280 -17%
FANJ
14
Financial Architects (New Jersey)
New Jersey
$15K
Citigroup
15
Citigroup
New York
$15K +$14.9K +1,184 New
ASN
16
Advisory Services Network
Georgia
$3K +$3.08K +244 New
Simplex Trading
17
Simplex Trading
Illinois
$3K +$3.08K +244 New
Morgan Stanley
18
Morgan Stanley
New York
$1K
AI
19
Atria Investments
North Carolina
-$1.71M -125,504 Closed
VKH
20
Virtu KCG Holdings
New York
-$379K -27,864 Closed
TRCT
21
Tower Research Capital (TRC)
New York
-$14K -1,020 Closed
PAG
22
Private Advisor Group
New Jersey
-$10K -720 Closed
PFG
23
Piershale Financial Group
Illinois
-$1K -44 Closed
Parallax Volatility Advisers
24
Parallax Volatility Advisers
California
+$50 +4 New

UYM Hedge Fund Activity: Q4 2014 in Review

20 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Materials (UYM) for Q4 2014, worth a combined $6.66M — down 29% from $9.42M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new UYM positions and 5 closed out — a net gain of 1 holder — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Virtu Financial, adding an estimated $1.48M. The largest seller was Atria Investments, exiting entirely with an estimated $1.71M sold.

  • 20 institutional investors held ProShares Ultra Materials (UYM) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $6.66M of ProShares Ultra Materials stock for Q4 2014, down 29% quarter-over-quarter.
  • 6 funds opened new ProShares Ultra Materials positions in Q4 2014 and 5 closed out, a net change of +1 holder.
  • The largest ProShares Ultra Materials buyer in Q4 2014 was Virtu Financial, an estimated $1.48M added.
  • The largest ProShares Ultra Materials seller in Q4 2014 was Atria Investments, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2014.