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Invesco DB Base Metals Fund

37 hedge funds and large institutions have $78.3M invested in Invesco DB Base Metals Fund in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

739% more call options, than puts

Call options by funds: $713K | Put options by funds: $85K

2.79% less ownership

Funds ownership: 53.29%50.5% (-2.8%)

5% less funds holding

Funds holding: 3937 (-2)

21% less capital invested

Capital invested by funds: $99.6M → $78.3M (-$21.4M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
13
Closed
7
Calls
$713K
Puts
$85K
Net Calls
+$628K
Net Calls Change
-$75K
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$30M +$1.16M +86,875 +4%
Invesco
2
Invesco
Georgia
$22.8M +$593K +44,315 +3%
QI
3
QS Investors
New York
$11.4M +$629K +47,021 +6%
SI
4
Stephens Inc
Arkansas
$2.49M -$11.8K -885 -0.4%
EA
5
Evanston Advisors
Illinois
$2.38M +$116K +8,658 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.23M +$1.65M +123,088 +234%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.86M -$362K -27,014 -16%
Morgan Stanley
8
Morgan Stanley
New York
$1.75M -$4.54M -339,479 -71%
AIP
9
Ameritas Investment Partners
Nebraska
$1.02M -$474K -35,400 -31%
Jane Street
10
Jane Street
New York
$493K -$5.66M -423,008 -92%
Axa
11
Axa
France
$462K +$13.9K +1,040 +3%
Wells Fargo
12
Wells Fargo
California
$273K -$2.06M -154,090 -88%
FIB
13
First Interstate Bank
Montana
$254K +$268K +20,000 New
PAG
14
Private Advisor Group
New Jersey
$220K
CS
15
Credit Suisse
Switzerland
$177K
UBS Group
16
UBS Group
Switzerland
$101K -$19K -1,421 -15%
AssetMark Inc
17
AssetMark Inc
California
$87K -$70.6K -5,271 -43%
BCM
18
Brookstone Capital Management
Illinois
$49K -$12.5K -932 -20%
HI
19
Hudock Inc
Pennsylvania
$46K
Citigroup
20
Citigroup
New York
$40K -$9.37K -700 -18%
Creative Planning
21
Creative Planning
Kansas
$30K +$31.7K +2,367 New
NC
22
NewSquare Capital
Pennsylvania
$29K -$9.3K -695 -23%
Barclays
23
Barclays
United Kingdom
$26K +$16.9K +1,263 +137%
ASN
24
Advisory Services Network
Georgia
$13K
MAS
25
Madden Advisory Services
Florida
$13K

DBB Hedge Fund Activity: Q3 2015 in Review

37 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Base Metals Fund (DBB) for Q3 2015, worth a combined $78.3M — down 21% from $99.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DBB and 5 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 7 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.65M. The largest seller was Jane Street, cutting an estimated $5.66M.

  • 37 institutional investors held Invesco DB Base Metals Fund (DBB) as of Q3 2015, down from 39 in Q2 2015.
  • Funds reported $78.3M of Invesco DB Base Metals Fund stock for Q3 2015, down 21% quarter-over-quarter.
  • 5 funds opened new Invesco DB Base Metals Fund positions in Q3 2015 and 7 closed out, a net change of -2 holders.
  • The largest Invesco DB Base Metals Fund buyer in Q3 2015 was Royal Bank of Canada, an estimated $1.65M added.
  • The largest Invesco DB Base Metals Fund seller in Q3 2015 was Jane Street, an estimated $5.66M sold.

Based on aggregated 13F filings for Q3 2015.