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Invesco DB Base Metals Fund

36 hedge funds and large institutions have $41.3M invested in Invesco DB Base Metals Fund in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.61% less ownership

Funds ownership: 41.18%40.56% (-0.61%)

12% less capital invested

Capital invested by funds: $46.9M → $41.3M (-$5.64M)

12% less funds holding

Funds holding: 4136 (-5)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

43% less call options, than puts

Call options by funds: $33K | Put options by funds: $58K

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

Holders
36
Holders Change
-5
Holders Change %
-12.2%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
11
Closed
11
Calls
$33K
Puts
$58K
Net Calls
-$25K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$21.9M -$2.87M -239,438 -12%
QI
2
QS Investors
New York
$8.92M -$3.47M -289,908 -29%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.42M +$702K +58,613 +43%
Morgan Stanley
4
Morgan Stanley
New York
$1.95M +$172K +14,332 +10%
AIP
5
Ameritas Investment Partners
Nebraska
$1M
I2I
6
Insight 2811 Inc
Illinois
$988K +$952K +79,533 New
SI
7
Stephens Inc
Arkansas
$748K -$1.62M -135,005 -69%
Axa
8
Axa
France
$664K -$8.38K -700 -1%
Jane Street
9
Jane Street
New York
$537K -$1.27M -105,653 -71%
CIM
10
Cambria Investment Management
California
$425K +$410K +34,226 New
PP
11
Prudential plc
United Kingdom
$302K +$291K +24,316 New
Wells Fargo
12
Wells Fargo
California
$295K +$60.3K +5,036 +27%
FIB
13
First Interstate Bank
Montana
$248K
PAG
14
Private Advisor Group
New Jersey
$206K -$2.4K -200 -1%
AssetMark Inc
15
AssetMark Inc
California
$165K -$75.6K -6,315 -32%
FTUS
16
Flow Traders U.S.
New York
$126K +$122K +10,170 New
NCA
17
New Century Advisors
Maryland
$74K +$71.8K +6,000 New
UBS Group
18
UBS Group
Switzerland
$52K -$41.4K -3,455 -45%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$50K -$190K -15,893 -80%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$50K +$47.9K +3,997 New
AIM
21
Acrospire Investment Management
Illinois
$44K +$42.4K +3,545 New
Simplex Trading
22
Simplex Trading
Illinois
$34K +$20.6K +1,720 +158%
Creative Planning
23
Creative Planning
Kansas
$29K
Citigroup
24
Citigroup
New York
$19K
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$17K +$8.37K +699 +99%

DBB Hedge Fund Activity: Q1 2016 in Review

36 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Base Metals Fund (DBB) for Q1 2016, worth a combined $41.3M — down 12% from $46.9M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of DBB and 7 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 5 added.

The largest buyer was Insight 2811 Inc, opening a new position worth an estimated $952K. The largest seller was QS Investors, cutting an estimated $3.47M.

  • 36 institutional investors held Invesco DB Base Metals Fund (DBB) as of Q1 2016, down from 41 in Q4 2015.
  • Funds reported $41.3M of Invesco DB Base Metals Fund stock for Q1 2016, down 12% quarter-over-quarter.
  • 7 funds opened new Invesco DB Base Metals Fund positions in Q1 2016 and 11 closed out, a net change of -4 holders.
  • The largest Invesco DB Base Metals Fund buyer in Q1 2016 was Insight 2811 Inc, an estimated $952K added.
  • The largest Invesco DB Base Metals Fund seller in Q1 2016 was QS Investors, an estimated $3.47M sold.

Based on aggregated 13F filings for Q1 2016.