We are live on ! Find out more
DBB icon

Invesco DB Base Metals Fund

51 hedge funds and large institutions have $156M invested in Invesco DB Base Metals Fund in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more call options, than puts

Call options by funds: $1.49M | Put options by funds: $270K

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

11% more funds holding

Funds holding: 4651 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $162M → $156M (-$6.41M)

3.37% less ownership

Funds ownership: 53.28%49.92% (-3.4%)

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
11
Reduced
16
Closed
7
Calls
$1.49M
Puts
$270K
Net Calls
+$1.22M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$44.3M +$13M +799,600 +44%
CSIA
2
Charles Schwab Investment Advisory
California
$29.6M +$2.57M +158,186 +10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.7M +$13.1M +804,494 New
GLI
4
Guardian Life Insurance
New York
$13.1M -$18.3K -1,127 -0.1%
U
5
UBS
Switzerland
$11M +$9.68M +595,481 +1,080%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$7.08M +$676K +41,600 +11%
QI
7
QS Investors
New York
$6.91M -$1.73M -106,371 -21%
LPL Financial
8
LPL Financial
California
$3.95M +$3.78M +232,839 New
Morgan Stanley
9
Morgan Stanley
New York
$3.84M +$363K +22,329 +11%
CC
10
Curian Capital
Colorado
$3.28M +$3.14M +193,185 New
EA
11
Evanston Advisors
Illinois
$3.02M -$108K -6,644 -4%
SI
12
Stephens Inc
Arkansas
$3.02M -$108K -6,625 -4%
QA
13
Quintium Advisors
Tennessee
$2.05M -$97K -5,970 -5%
Wells Fargo
14
Wells Fargo
California
$1.74M -$60.5M -3,721,684 -97%
HMC
15
Harvard Management Company
Massachusetts
$1.73M -$488K -29,998 -23%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$1.51M +$1.42M +87,525 +5,962%
SWP
17
Stratos Wealth Partners
Ohio
$1.32M +$1.27M +78,050 New
AC
18
AFAM Capital
Texas
$890K +$852K +52,432 New
Axa
19
Axa
France
$516K +$67.5K +4,150 +16%
SI
20
SII Investments
Wisconsin
$461K -$11K -675 -2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$312K +$226K +13,906 +313%
HI
22
Hudock Inc
Pennsylvania
$279K
CS
23
Credit Suisse
Switzerland
$275K -$51.7K -3,180 -16%
PAG
24
Private Advisor Group
New Jersey
$245K
VKH
25
Virtu KCG Holdings
New York
$234K +$224K +13,756 New

DBB Hedge Fund Activity: Q2 2014 in Review

51 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Base Metals Fund (DBB) for Q2 2014, worth a combined $156M — down 4% from $162M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DBB positions and 7 closed out — a net gain of 6 holders — while 11 added to existing stakes and 16 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $13.1M. The largest seller was Wells Fargo, cutting an estimated $60.5M.

  • 51 institutional investors held Invesco DB Base Metals Fund (DBB) as of Q2 2014, up from 46 in Q1 2014.
  • Funds reported $156M of Invesco DB Base Metals Fund stock for Q2 2014, down 4% quarter-over-quarter.
  • 13 funds opened new Invesco DB Base Metals Fund positions in Q2 2014 and 7 closed out, a net change of +6 holders.
  • The largest Invesco DB Base Metals Fund buyer in Q2 2014 was Envestnet Asset Management, an estimated $13.1M added.
  • The largest Invesco DB Base Metals Fund seller in Q2 2014 was Wells Fargo, an estimated $60.5M sold.

Based on aggregated 13F filings for Q2 2014.