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United States Copper Index Fund

47 hedge funds and large institutions have $26.1M invested in United States Copper Index Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $5.41M | Put options by funds: $2.58M

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 4647 (+1)

0.33% more ownership

Funds ownership: 19.5%19.83% (+0.33%)

1% less capital invested

Capital invested by funds: $26.5M → $26.1M (-$388K)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
14
Closed
7
Calls
$5.41M
Puts
$2.58M
Net Calls
+$2.83M
Net Calls Change
+$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Bienville Capital Management
New York
$3.96M
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$2.92M -$18.5K -800 -0.7%
Jane Street
3
Jane Street
New York
$2.54M -$1.06M -45,942 -30%
LPL Financial
4
LPL Financial
California
$1.8M +$441K +19,059 +34%
WWP
5
WR Wealth Planners
Missouri
$1.76M -$217K -9,391 -11%
KIA
6
Knollwood Investment Advisory
Maryland
$1.33M
Morgan Stanley
7
Morgan Stanley
New York
$1.25M +$572K +24,719 +91%
TWC
8
TD Waterhouse Canada
Ontario, Canada
$1.16M -$23.1K -1,000 -2%
JP Morgan Chase
9
JP Morgan Chase
New York
$986K +$10.3K +444 +1%
Ameriprise
10
Ameriprise
Minnesota
$962K +$452K +19,535 +96%
Citadel Advisors
11
Citadel Advisors
Florida
$898K -$265K -11,451 -24%
BWM
12
BigSur Wealth Management
Florida
$807K +$173K +7,500 +29%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$682K -$1.12M -48,444 -63%
PFA
14
Pettinga Financial Advisors
Indiana
$657K -$8K -346 -1%
Simplex Trading
15
Simplex Trading
Illinois
$532K +$364K +15,739 +249%
Osaic Holdings
16
Osaic Holdings
Arizona
$531K -$537K -23,204 -51%
MML Investors Services
17
MML Investors Services
Massachusetts
$476K -$190K -8,230 -29%
Lazard Asset Management
18
Lazard Asset Management
New York
$427K +$410K +17,722 New
IWM
19
IHT Wealth Management
Illinois
$347K
IP
20
Isthmus Partners
Wisconsin
$309K
Stifel Financial
21
Stifel Financial
Missouri
$279K -$179K -7,750 -40%
HA
22
Herold Advisors
New York
$261K
CWP
23
Cyndeo Wealth Partners
Florida
$241K -$1.48K -64 -0.6%
SWP
24
Stratos Wealth Partners
Ohio
$211K -$71.5K -3,090 -26%
UBS Group
25
UBS Group
Switzerland
$170K +$2.68K +116 +2%

CPER Hedge Fund Activity: Q4 2023 in Review

47 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in United States Copper Index Fund (CPER) for Q4 2023, worth a combined $26.1M — down 1.5% from $26.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CPER positions and 7 closed out — a net gain of 1 holder — while 8 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $572K. The largest seller was Susquehanna International Group, cutting an estimated $1.12M.

  • 47 institutional investors held United States Copper Index Fund (CPER) as of Q4 2023, up from 46 in Q3 2023.
  • Funds reported $26.1M of United States Copper Index Fund stock for Q4 2023, down 1.5% quarter-over-quarter.
  • 8 funds opened new United States Copper Index Fund positions in Q4 2023 and 7 closed out, a net change of +1 holder.
  • The largest United States Copper Index Fund buyer in Q4 2023 was Morgan Stanley, an estimated $572K added.
  • The largest United States Copper Index Fund seller in Q4 2023 was Susquehanna International Group, an estimated $1.12M sold.

Based on aggregated 13F filings for Q4 2023.