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Invesco DB Base Metals Fund

49 hedge funds and large institutions have $73.6M invested in Invesco DB Base Metals Fund in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $232K

8.63% less ownership

Funds ownership: 46.82%38.19% (-8.6%)

23% less funds holding

Funds holding: 6449 (-15)

26% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 19

49% less capital invested

Capital invested by funds: $145M → $73.6M (-$71.3M)

65% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 23

Holders
49
Holders Change
-15
Holders Change %
-23.44%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
14
Reduced
19
Closed
23
Calls
$1.45M
Puts
$232K
Net Calls
+$1.22M
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$25.9M -$8.75M -535,645 -26%
MFM
2
MD Financial Management
Ontario, Canada
$19.8M +$2.48M +151,436 +15%
PL
3
Polianta Ltd
Jersey
$8.48M
UBS Group
4
UBS Group
Switzerland
$2.25M +$43K +2,634 +2%
VF
5
Virtu Financial
New York
$2.04M -$117K -7,170 -6%
Wells Fargo
6
Wells Fargo
California
$1.83M -$18.6M -1,140,821 -91%
PP
7
Prudential plc
United Kingdom
$1.6M +$1.37M +83,700 +670%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.38M -$1.2M -73,278 -47%
Morgan Stanley
9
Morgan Stanley
New York
$1.34M -$208K -12,749 -14%
LPL Financial
10
LPL Financial
California
$921K -$77.3K -4,727 -8%
SC
11
Scotia Capital
Ontario, Canada
$853K +$838K +51,296 New
AGA
12
Accuvest Global Advisors
Utah
$676K +$98.1K +6,000 +17%
Bank of America
13
Bank of America
North Carolina
$609K -$2.84M -173,553 -83%
Axa
14
Axa
France
$575K +$63.4K +3,880 +13%
G
15
GenTrust
Florida
$573K
FTUS
16
Flow Traders U.S.
New York
$572K -$860K -52,626 -60%
PMAM
17
Picton Mahoney Asset Management
Ontario, Canada
$548K +$105K +6,450 +24%
JP Morgan Chase
18
JP Morgan Chase
New York
$469K +$62.6K +3,829 +16%
1IA
19
1834 Investment Advisors
Wisconsin
$457K
SG Americas Securities
20
SG Americas Securities
New York
$447K +$146K +8,947 +50%
OMC
21
Old Mission Capital
Illinois
$328K +$322K +19,726 New
Ameriprise
22
Ameriprise
Minnesota
$285K -$160K -9,774 -36%
US Bancorp
23
US Bancorp
Minnesota
$263K +$35.5K +2,172 +16%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$233K +$65.1K +3,983 +40%
PAG
25
Private Advisor Group
New Jersey
$225K +$222K +13,555 New

DBB Hedge Fund Activity: Q3 2018 in Review

49 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Base Metals Fund (DBB) for Q3 2018, worth a combined $73.6M — down 49% from $145M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of DBB and 8 opened new positions — a net loss of 15 holders — while 19 trimmed existing stakes and 14 added.

The largest buyer was MD Financial Management, adding an estimated $2.48M. The largest seller was Wells Fargo, cutting an estimated $18.6M.

  • 49 institutional investors held Invesco DB Base Metals Fund (DBB) as of Q3 2018, down from 64 in Q2 2018.
  • Funds reported $73.6M of Invesco DB Base Metals Fund stock for Q3 2018, down 49% quarter-over-quarter.
  • 8 funds opened new Invesco DB Base Metals Fund positions in Q3 2018 and 23 closed out, a net change of -15 holders.
  • The largest Invesco DB Base Metals Fund buyer in Q3 2018 was MD Financial Management, an estimated $2.48M added.
  • The largest Invesco DB Base Metals Fund seller in Q3 2018 was Wells Fargo, an estimated $18.6M sold.

Based on aggregated 13F filings for Q3 2018.