United States Copper Index Fund
CPER
50 hedge funds and large institutions have $38.5M invested in United States Copper Index Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 10 closing their positions.
48% more capital invested
Capital invested by funds: $26.1M → $38.5M (+$12.4M)
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
40% more call options, than puts
Call options by funds: $2.61M | Put options by funds: $1.87M
6% more funds holding
Funds holding: 47 → 50 (+3)
5.04% more ownership
Funds ownership: 19.83% → 24.87% (+5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bienville Capital Management
New York
|
+$6.52M |
| 2 |
OFW
Omnia Family Wealth
Aventura,
Florida
|
+$5.39M |
| 3 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$829K |
| 4 |
BCM
Bornite Capital Management
New York
|
+$686K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$664K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.54M |
| 2 |
WWP
WR Wealth Planners
Columbia,
Missouri
|
-$1.68M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$680K |
| 4 |
Morgan Stanley
New York
|
-$582K |
| 5 |
Lazard Asset Management
New York
|
-$427K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Jane Street
New York
| – | -$2.54M | -105,194 | Closed |
|
|
52
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$680K | -28,247 | Closed |
|
|
53
Lazard Asset Management
New York
| – | -$427K | -17,722 | Closed |
|
|
CWP
54
Cyndeo Wealth Partners
St. Petersburg,
Florida
| – | -$241K | -10,000 | Closed |
|
55
Lido Advisors
Los Angeles,
California
| – | -$164K | -6,800 | Closed |
|
|
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$24.9K | -1,030 | Closed |
|
|
ASN
57
Advisory Services Network
Atlanta,
Georgia
| – | -$16.1K | -668 | Closed |
|
58
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$15.8K | -645 | Closed |
|
59
Fidelity Investments
Boston,
Massachusetts
| – | -$24 | -1 | Closed |
|
|
TRCT
60
Tower Research Capital (TRC)
New York
| – | -$24 | -1 | Closed |
|
CPER Hedge Fund Activity: Q1 2024 in Review
50 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in United States Copper Index Fund (CPER) for Q1 2024, worth a combined $38.5M — up 48% from $26.1M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new CPER positions and 10 closed out — a net gain of 4 holders — while 13 added to existing stakes and 9 trimmed.
The largest buyer was Bienville Capital Management, adding an estimated $6.52M. The largest seller was Jane Street, exiting entirely with an estimated $2.54M sold.
- 50 institutional investors held United States Copper Index Fund (CPER) as of Q1 2024, up from 47 in Q4 2023.
- Funds reported $38.5M of United States Copper Index Fund stock for Q1 2024, up 48% quarter-over-quarter.
- 14 funds opened new United States Copper Index Fund positions in Q1 2024 and 10 closed out, a net change of +4 holders.
- The largest United States Copper Index Fund buyer in Q1 2024 was Bienville Capital Management, an estimated $6.52M added.
- The largest United States Copper Index Fund seller in Q1 2024 was Jane Street, an estimated $2.54M sold.
Based on aggregated 13F filings for Q1 2024.