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CU

FIRST TRUST ISE GLOBAL COPPER INDEX FD
CU

Delisted

CU was delisted on the 18th of December, 2015.

15 hedge funds and large institutions have $3.86M invested in FIRST TRUST ISE GLOBAL COPPER INDEX FD in 2014 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

21% less funds holding

Funds holding: 1915 (-4)

32% less capital invested

Capital invested by funds: $5.65M → $3.86M (-$1.79M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
15
Holders Change
-4
Holders Change %
-21.05%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
7
Reduced
6
Closed
4
Calls
$114K
Puts
Net Calls
+$114K
Net Calls Change
+$114K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.06M +$311K +14,204 +41%
Morgan Stanley
2
Morgan Stanley
New York
$712K +$45K +2,055 +7%
NES
3
New England Securities
New York
$517K +$49.7K +2,272 +11%
VKH
4
Virtu KCG Holdings
New York
$393K +$18.9K +863 +5%
Bank of America
5
Bank of America
North Carolina
$280K -$640K -29,255 -70%
RJA
6
Raymond James & Associates
Florida
$249K -$33.7K -1,540 -12%
Creative Planning
7
Creative Planning
Kansas
$224K +$222K +10,140 +10,140%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$126K -$98.6K -4,508 -44%
AIG
9
American International Group
New York
$104K +$20.8K +950 +25%
Wells Fargo
10
Wells Fargo
California
$103K -$22.2K -1,015 -18%
Deutsche Bank
11
Deutsche Bank
Germany
$54K -$6.57K -300 -11%
TRCT
12
Tower Research Capital (TRC)
New York
$19K +$8.84K +404 +90%
Ameriprise
13
Ameriprise
Minnesota
$7K
U
14
UBS
Switzerland
$5K -$10.5K -480 -66%
Barclays
15
Barclays
United Kingdom
$2K
Jane Street
16
Jane Street
New York
-$1.01M -45,335 Closed
Goldman Sachs
17
Goldman Sachs
New York
-$556K -24,956 Closed
LTFS
18
Ladenburg Thalmann Financial Services
Florida
-$7K -335 Closed
Citigroup
19
Citigroup
New York
-$4K -173 Closed

CU Hedge Fund Activity: Q1 2014 in Review

15 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST ISE GLOBAL COPPER INDEX FD (CU) for Q1 2014, worth a combined $3.86M — down 32% from $5.65M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of CU and 0 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 7 added.

The largest buyer was Susquehanna International Group, adding an estimated $311K. The largest seller was Jane Street, exiting entirely with an estimated $1.01M sold.

  • 15 institutional investors held FIRST TRUST ISE GLOBAL COPPER INDEX FD (CU) as of Q1 2014, down from 19 in Q4 2013.
  • Funds reported $3.86M of FIRST TRUST ISE GLOBAL COPPER INDEX FD stock for Q1 2014, down 32% quarter-over-quarter.
  • 0 funds opened new FIRST TRUST ISE GLOBAL COPPER INDEX FD positions in Q1 2014 and 4 closed out, a net change of -4 holders.
  • The largest FIRST TRUST ISE GLOBAL COPPER INDEX FD buyer in Q1 2014 was Susquehanna International Group, an estimated $311K added.
  • The largest FIRST TRUST ISE GLOBAL COPPER INDEX FD seller in Q1 2014 was Jane Street, an estimated $1.01M sold.

Based on aggregated 13F filings for Q1 2014.