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United States Copper Index Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 4750 (+3)

5.04% more ownership

Funds ownership: 19.83%24.87% (+5%)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
13
Reduced
9
Closed
10
Calls
$2.61M
Puts
$1.87M
Net Calls
+$746K
Net Calls Change
-$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Bienville Capital Management
New York
$10.9M +$6.52M +271,000 +165%
OFW
2
Omnia Family Wealth
Florida
$5.62M +$5.39M +223,772 New
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$3.14M +$98.7K +4,100 +3%
LPL Financial
4
LPL Financial
California
$2.2M +$313K +13,010 +17%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.62M +$568K +23,609 +58%
KIA
6
Knollwood Investment Advisory
Maryland
$1.38M
Ameriprise
7
Ameriprise
Minnesota
$1.32M +$307K +12,749 +32%
Citadel Advisors
8
Citadel Advisors
Florida
$1.26M +$307K +12,771 +34%
TWC
9
TD Waterhouse Canada
Ontario, Canada
$1.23M -$12K -500 -1%
Osaic Holdings
10
Osaic Holdings
Arizona
$905K +$338K +14,039 +64%
UBS Group
11
UBS Group
Switzerland
$871K +$664K +27,602 +391%
PWM
12
Perigon Wealth Management
California
$865K +$829K +34,440 New
BWM
13
BigSur Wealth Management
Florida
$840K
Simplex Trading
14
Simplex Trading
Illinois
$737K +$176K +7,293 +33%
BCM
15
Bornite Capital Management
New York
$716K +$686K +28,500 New
Morgan Stanley
16
Morgan Stanley
New York
$697K -$582K -24,194 -47%
PFA
17
Pettinga Financial Advisors
Indiana
$689K +$4.86K +202 +0.7%
PA
18
PFG Advisors
Arizona
$467K +$448K +18,601 New
MML Investors Services
19
MML Investors Services
Massachusetts
$455K -$38.6K -1,602 -8%
Stifel Financial
20
Stifel Financial
Missouri
$339K +$46.3K +1,923 +17%
IP
21
Isthmus Partners
Wisconsin
$322K
CWM
22
Centric Wealth Management
Illinois
$273K +$232K +9,638 New
HA
23
Herold Advisors
New York
$271K
HighTower Advisors
24
HighTower Advisors
Illinois
$251K +$241K +10,027 New
IWM
25
IHT Wealth Management
Illinois
$230K -$125K -5,200 -36%

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.