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VXZ

iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019

Delisted

VXZ was delisted on the 29th of January, 2019.

32 hedge funds and large institutions have $111M invested in iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

23% more funds holding

Funds holding: 2632 (+6)

24% less capital invested

Capital invested by funds: $147M → $111M (-$35.9M)

96% less call options, than puts

Call options by funds: $120K | Put options by funds: $3.42M

Holders
32
Holders Change
+6
Holders Change %
+23.08%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
10
Reduced
8
Closed
5
Calls
$120K
Puts
$3.42M
Net Calls
-$3.3M
Net Calls Change
+$5.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
1
Barclays
United Kingdom
$82.7M +$3.81M +67,512 +4%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$8.23M -$3.15M -55,837 -26%
Goldman Sachs
3
Goldman Sachs
New York
$5.35M +$1.11M +19,698 +23%
VF
4
Virtu Financial
New York
$4.06M +$4.53M +80,277 New
Jane Street
5
Jane Street
New York
$1.63M +$442K +7,825 +32%
B
6
Baird
Wisconsin
$1.5M +$1.67M +29,661 New
JP Morgan Chase
7
JP Morgan Chase
New York
$1.45M -$508 -9 -0%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$745K -$677 -12 -0.1%
Bank of America
9
Bank of America
North Carolina
$651K +$651K +11,536 +855%
FAAM
10
First Allied Asset Management
California
$578K +$640K +11,351 New
QAM
11
Quantres Asset Management
Cayman Islands
$549K +$309K +5,481 +102%
WAM
12
Wolverine Asset Management
Illinois
$446K +$429K +7,602 +622%
JG
13
Jefferies Group
New York
$383K +$428K +7,584 New
U
14
UBS
Switzerland
$366K +$217K +3,844 +113%
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$330K -$33.1K -587 -8%
MFM
16
Mohican Financial Management
Connecticut
$320K +$28.2K +500 +9%
DDPIC
17
Deroy & Devereaux Private Investment Counsel
Michigan
$284K -$684K -12,125 -68%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$276K -$1.39M -24,691 -82%
WI
19
Wedgewood Investors
Pennsylvania
$240K -$5.64K -100 -2%
FIM
20
Freedom Investment Management
Connecticut
$197K +$219K +3,889 New
VKH
21
Virtu KCG Holdings
New York
$180K +$201K +3,561 New
Nomura Holdings
22
Nomura Holdings
Japan
$128K +$141K +2,500 New
Citadel Advisors
23
Citadel Advisors
Florida
$128K +$143K +2,534 New
Citigroup
24
Citigroup
New York
$28K +$22.9K +406 +274%
WA
25
WFG Advisors
Texas
$25K +$3.56K +63 +15%

VXZ Hedge Fund Activity: Q2 2014 in Review

32 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 (VXZ) for Q2 2014, worth a combined $111M — down 24% from $147M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VXZ positions and 5 closed out — a net gain of 6 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Virtu Financial, opening a new position worth an estimated $4.53M. The largest seller was Lakewood Capital Management, exiting entirely with an estimated $17.9M sold.

  • 32 institutional investors held iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 (VXZ) as of Q2 2014, up from 26 in Q1 2014.
  • Funds reported $111M of iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 stock for Q2 2014, down 24% quarter-over-quarter.
  • 11 funds opened new iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 positions in Q2 2014 and 5 closed out, a net change of +6 holders.
  • The largest iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 buyer in Q2 2014 was Virtu Financial, an estimated $4.53M added.
  • The largest iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 seller in Q2 2014 was Lakewood Capital Management, an estimated $17.9M sold.

Based on aggregated 13F filings for Q2 2014.