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Invesco DB Agriculture Fund

105 hedge funds and large institutions have $341M invested in Invesco DB Agriculture Fund in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $10.8M

3.3% less ownership

Funds ownership: 32.5%29.21% (-3.3%)

20% less funds holding

Funds holding: 131105 (-26)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less capital invested

Capital invested by funds: $458M → $341M (-$117M)

31% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 39

76% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 33

Holders
105
Holders Change
-26
Holders Change %
-19.85%
% of All Funds
3.05%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
8
Increased
27
Reduced
39
Closed
33
Calls
$12.6M
Puts
$10.8M
Net Calls
+$1.82M
Net Calls Change
-$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$69.4M +$15.4M +586,809 +28%
GLI
2
Guardian Life Insurance
New York
$52.3M +$1.32M +50,190 +3%
Invesco
3
Invesco
Georgia
$49.7M -$2.37M -90,400 -4%
Morgan Stanley
4
Morgan Stanley
New York
$25.3M -$1.54M -58,873 -6%
BCI
5
Brinker Capital Investments
Pennsylvania
$21.7M +$10.6K +403 +0%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$16M -$2.95M -112,599 -15%
QI
7
QS Investors
New York
$13.5M +$2.58M +98,278 +23%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$10.7M -$857K -32,692 -7%
U
9
UBS
Switzerland
$7.56M -$1.72M -65,812 -18%
Wells Fargo
10
Wells Fargo
California
$6.39M -$7.84M -298,979 -54%
SI
11
Stephens Inc
Arkansas
$6.19M
HMC
12
Harvard Management Company
Massachusetts
$4.83M +$16.8K +641 +0.3%
GI
13
Glovista Investments
New Jersey
$4.42M +$4.54M +173,128 New
EC
14
Estate Counselors
Wisconsin
$4.19M
LPL Financial
15
LPL Financial
California
$3.93M -$7.14M -272,414 -64%
EA
16
Evanston Advisors
Illinois
$3.5M +$169K +6,463 +5%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.01M -$5.68M -216,843 -65%
RCA
18
Rex Capital Advisors
Rhode Island
$2.62M
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1.97M -$327K -12,474 -14%
Nomura Holdings
20
Nomura Holdings
Japan
$1.77M +$1.61M +61,567 +790%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.64M -$3.27M -124,653 -66%
QA
22
Quintium Advisors
Tennessee
$1.63M -$231K -8,795 -12%
American Century Companies
23
American Century Companies
Missouri
$1.5M -$56.1K -2,140 -4%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$1.41M -$5.24K -200 -0.4%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$1.41M

DBA Hedge Fund Activity: Q3 2014 in Review

105 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Agriculture Fund (DBA) for Q3 2014, worth a combined $341M — down 25% from $458M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of DBA and 8 opened new positions — a net loss of 25 holders — while 39 trimmed existing stakes and 27 added.

The largest buyer was Bank of America, adding an estimated $15.4M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $48M sold.

  • 105 institutional investors held Invesco DB Agriculture Fund (DBA) as of Q3 2014, down from 131 in Q2 2014.
  • Funds reported $341M of Invesco DB Agriculture Fund stock for Q3 2014, down 25% quarter-over-quarter.
  • 8 funds opened new Invesco DB Agriculture Fund positions in Q3 2014 and 33 closed out, a net change of -25 holders.
  • The largest Invesco DB Agriculture Fund buyer in Q3 2014 was Bank of America, an estimated $15.4M added.
  • The largest Invesco DB Agriculture Fund seller in Q3 2014 was Charles Schwab Investment Advisory, an estimated $48M sold.

Based on aggregated 13F filings for Q3 2014.