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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.

28 hedge funds and large institutions have $67.8M invested in iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

4% more funds holding

Funds holding: 2728 (+1)

11% less capital invested

Capital invested by funds: $75.8M → $67.8M (-$8.04M)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

84% less call options, than puts

Call options by funds: $358K | Put options by funds: $2.23M

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
8
Closed
7
Calls
$358K
Puts
$2.23M
Net Calls
-$1.88M
Net Calls Change
-$889K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
1
Barclays
United Kingdom
$31.1M +$3.46M +66,680 +13%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$12.7M +$10.4M +200,245 +487%
LCM
3
Lakewood Capital Management
New York
$6.68M -$20.1M -387,750 -75%
Citigroup
4
Citigroup
New York
$6.07M +$4.36M +84,094 +267%
VAM
5
Visium Asset Management
New York
$3.34M
JG
6
Jefferies Group
New York
$1.14M +$678K +13,059 +151%
VF
7
Virtu Financial
New York
$1.08M +$1.07M +20,614 New
Goldman Sachs
8
Goldman Sachs
New York
$901K -$1.25M -24,188 -58%
QAM
9
Quantres Asset Management
Cayman Islands
$790K +$499K +9,612 +177%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$603K -$477K -9,198 -44%
Jane Street
11
Jane Street
New York
$509K +$504K +9,706 New
JP Morgan Chase
12
JP Morgan Chase
New York
$424K -$804K -15,500 -66%
FTUS
13
Flow Traders U.S.
New York
$374K +$369K +7,120 New
MFM
14
Mohican Financial Management
Connecticut
$332K
FIM
15
Freedom Investment Management
Connecticut
$281K -$33K -637 -11%
VKH
16
Virtu KCG Holdings
New York
$262K +$259K +4,989 New
PG
17
PEAK6 Group
Illinois
$262K +$259K +5,000 New
Mitsubishi UFJ Trust & Banking
18
Mitsubishi UFJ Trust & Banking
Japan
$261K +$44.6K +859 +21%
RCM
19
Rotella Capital Management
Washington
$230K +$227K +4,375 New
BOTW
20
Bank of the West
California
$200K +$198K +3,819 New
CCM
21
Catawba Capital Management
Virginia
$157K -$130K -2,500 -45%
UBS Group
22
UBS Group
Switzerland
$103K +$102K +1,967 New
WA
23
WFG Advisors
Texas
$27K +$571 +11 +2%
Bank of America
24
Bank of America
North Carolina
$4K -$5.64M -108,722 -100%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$3K

VXZ Hedge Fund Activity: Q4 2014 in Review

28 of the 3,750 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 Q4 2014, worth a combined $67.8M — down 11% from $75.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new VXZ positions and 7 closed out — a net gain of 2 holders — while 7 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $10.4M. The largest seller was Lakewood Capital Management, cutting an estimated $20.1M.

  • 28 institutional investors held iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 (VXZ) as of Q4 2014, up from 27 in Q3 2014.
  • Funds reported $67.8M of iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 stock for Q4 2014, down 11% quarter-over-quarter.
  • 9 funds opened new iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 positions in Q4 2014 and 7 closed out, a net change of +2 holders.
  • The largest iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 buyer in Q4 2014 was Susquehanna International Group, an estimated $10.4M added.
  • The largest iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 seller in Q4 2014 was Lakewood Capital Management, an estimated $20.1M sold.

Based on aggregated 13F filings for Q4 2014.