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Invesco DB Commodity Index Tracking Fund

225 hedge funds and large institutions have $2.52B invested in Invesco DB Commodity Index Tracking Fund in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 88 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.86% more ownership

Funds ownership: 59.51%62.37% (+2.9%)

7% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $2.77M

5% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 42

3% less funds holding

Funds holding: 231225 (-6)

15% less capital invested

Capital invested by funds: $2.96B → $2.52B (-$439M)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

30% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 88

Holders
225
Holders Change
-6
Holders Change %
-2.6%
% of All Funds
6%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.21%
New
40
Increased
62
Reduced
88
Closed
42
Calls
$2.96M
Puts
$2.77M
Net Calls
+$192K
Net Calls Change
-$940K
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
101
HSBC Holdings
United Kingdom
$565K -$266K -12,560 -29%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$544K -$7.66K -362 -1%
SAM
103
Securian Asset Management
Minnesota
$520K +$86.7K +4,100 +17%
NEPWA
104
New England Private Wealth Advisors
Massachusetts
$512K
SCM
105
Stonehearth Capital Management
Massachusetts
$488K +$559K +26,426 New
WB
106
Webster Bank
Connecticut
$486K +$284K +13,423 +104%
Mariner
107
Mariner
Kansas
$485K +$4.8K +227 +0.9%
VV
108
Valentine Ventures
Oregon
$453K +$519K +24,543 New
Natixis Advisors
109
Natixis Advisors
Massachusetts
$451K +$35.9K +1,697 +7%
MCM
110
Manchester Capital Management
Vermont
$446K -$1.52M -71,609 -75%
RMAM
111
Raab & Moskowitz Asset Management
New Jersey
$439K -$116K -5,487 -19%
RFC
112
Regions Financial Corp
Alabama
$428K -$1.99M -93,892 -80%
GWM
113
Greenwich Wealth Management
Connecticut
$428K -$35K -1,652 -7%
NFG
114
Next Financial Group
Texas
$407K -$63.3K -2,994 -12%
SFM
115
Signet Financial Management
New Jersey
$405K +$464K +21,935 New
RFS
116
Rockefeller Financial Services
New York
$404K
FHB
117
First Hawaiian Bank
Hawaii
$396K -$47.1K -2,225 -9%
PA
118
Pinnacle Associates
New York
$396K +$454K +21,466 New
KT
119
Kanaly Trust
Texas
$377K -$352K -16,650 -45%
EA
120
Evanston Advisors
Illinois
$375K -$3.55K -168 -0.8%
SHA
121
Smith Hayes Advisers
Nebraska
$365K -$516K -24,371 -55%
American Century Companies
122
American Century Companies
Missouri
$361K +$150K +7,113 +57%
AIG
123
American International Group
New York
$355K -$62.4K -2,949 -13%
FHA
124
First Horizon Advisors
Tennessee
$347K +$3.45K +163 +0.9%
RJA
125
Raymond James & Associates
Florida
$338K -$154K -7,295 -28%

DBC Hedge Fund Activity: Q4 2014 in Review

225 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Commodity Index Tracking Fund (DBC) for Q4 2014, worth a combined $2.52B — down 15% from $2.96B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of DBC and 40 opened new positions — a net loss of 2 holders — while 88 trimmed existing stakes and 62 added.

The largest buyer was Windhaven Investment Management, adding an estimated $197M. The largest seller was Bank of America, cutting an estimated $150M.

  • 225 institutional investors held Invesco DB Commodity Index Tracking Fund (DBC) as of Q4 2014, down from 231 in Q3 2014.
  • Funds reported $2.52B of Invesco DB Commodity Index Tracking Fund stock for Q4 2014, down 15% quarter-over-quarter.
  • 40 funds opened new Invesco DB Commodity Index Tracking Fund positions in Q4 2014 and 42 closed out, a net change of -2 holders.
  • The largest Invesco DB Commodity Index Tracking Fund buyer in Q4 2014 was Windhaven Investment Management, an estimated $197M added.
  • The largest Invesco DB Commodity Index Tracking Fund seller in Q4 2014 was Bank of America, an estimated $150M sold.

Based on aggregated 13F filings for Q4 2014.