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Invesco DB Commodity Index Tracking Fund

243 hedge funds and large institutions have $3.2B invested in Invesco DB Commodity Index Tracking Fund in 2013 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 57 increasing their positions, 102 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

4% more funds holding

Funds holding: 234243 (+9)

9% more call options, than puts

Call options by funds: $6.14M | Put options by funds: $5.62M

0% less capital invested

Capital invested by funds: $3.2B → $3.2B (-$4.66M)

2.99% less ownership

Funds ownership: 58.78%55.78% (-3%)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

44% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 102

Holders
243
Holders Change
+9
Holders Change %
+3.85%
% of All Funds
7.05%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.41%
New
42
Increased
57
Reduced
102
Closed
31
Calls
$6.14M
Puts
$5.62M
Net Calls
+$523K
Net Calls Change
-$559K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
Sterling Capital Management
North Carolina
$10.3M
WF
27
WealthTrust Fairport
Ohio
$10.2M -$119K -4,646 -1%
LIA
28
LBMC Investment Advisors
Tennessee
$9.69M -$418K -16,294 -4%
AIP
29
Ameritas Investment Partners
Nebraska
$9.08M -$5.9M -230,000 -39%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$8.6M -$499K -19,429 -5%
BCI
31
Brinker Capital Investments
Pennsylvania
$8.29M +$1.76M +68,588 +27%
PCA
32
Personal Capital Advisors
California
$7.97M +$7.97M +310,518 New
SFS
33
Strategic Financial Services
New York
$7.37M +$1.72M +67,045 +30%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$7.17M -$1.64M -63,903 -19%
LMIM
35
Lockheed Martin Investment Management
Maryland
$6.92M
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$6.84M -$39.1M -1,522,536 -85%
BTS
37
BB&T Securities
Virginia
$6.75M +$22.8K +887 +3%
First Eagle Investment Management
38
First Eagle Investment Management
New York
$6.44M -$3.85M -150,000 -37%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$6.35M -$3.51M -136,761 -36%
BSW
40
Buckingham Strategic Wealth
Missouri
$6.11M -$3.77M -146,929 -38%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$5.39M -$292K -11,370 -5%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$5.25M -$49.8K -1,942 -0.9%
IA
43
IndexIQ Advisors
New York
$5.22M -$3.61M -140,744 -41%
LPL Financial
44
LPL Financial
California
$5.06M -$806K -31,395 -14%
CHFS
45
Cobble Hill Financial Services
New Jersey
$4.36M +$1.8M +70,000 +70%
HighTower Advisors
46
HighTower Advisors
Illinois
$3.95M +$522K +20,324 +15%
N
47
Nuveen
North Carolina
$3.91M +$287K +11,170 +8%
HFS
48
HL Financial Services
Kentucky
$3.9M +$491K +19,140 +14%
Goldman Sachs
49
Goldman Sachs
New York
$3.79M -$8.35M -325,519 -69%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$3.7M -$578K -22,528 -14%

DBC Hedge Fund Activity: Q4 2013 in Review

243 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Commodity Index Tracking Fund (DBC) for Q4 2013, worth a combined $3.2B — down 0.15% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DBC positions and 31 closed out — a net gain of 11 holders — while 57 added to existing stakes and 102 trimmed.

The largest buyer was Windham Capital Management, adding an estimated $61.3M. The largest seller was JP Morgan Chase, cutting an estimated $267M.

  • 243 institutional investors held Invesco DB Commodity Index Tracking Fund (DBC) as of Q4 2013, up from 234 in Q3 2013.
  • Funds reported $3.2B of Invesco DB Commodity Index Tracking Fund stock for Q4 2013, down 0.15% quarter-over-quarter.
  • 42 funds opened new Invesco DB Commodity Index Tracking Fund positions in Q4 2013 and 31 closed out, a net change of +11 holders.
  • The largest Invesco DB Commodity Index Tracking Fund buyer in Q4 2013 was Windham Capital Management, an estimated $61.3M added.
  • The largest Invesco DB Commodity Index Tracking Fund seller in Q4 2013 was JP Morgan Chase, an estimated $267M sold.

Based on aggregated 13F filings for Q4 2013.