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Invesco DB Commodity Index Tracking Fund

184 hedge funds and large institutions have $959M invested in Invesco DB Commodity Index Tracking Fund in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more capital invested

Capital invested by funds: $899M → $959M (+$59.8M)

0.76% more ownership

Funds ownership: 48.81%49.57% (+0.76%)

3% less funds holding

Funds holding: 189184 (-5)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

18% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 66

42% less call options, than puts

Call options by funds: $5.16M | Put options by funds: $8.88M

Holders
184
Holders Change
-5
Holders Change %
-2.65%
% of All Funds
4.59%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
23
Increased
54
Reduced
66
Closed
26
Calls
$5.16M
Puts
$8.88M
Net Calls
-$3.71M
Net Calls Change
-$5.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$223M +$9.02M +605,755 +4%
Wells Fargo
2
Wells Fargo
California
$107M -$2.75M -185,035 -3%
Northern Trust
3
Northern Trust
Illinois
$54.7M -$8.32M -558,994 -14%
Morgan Stanley
4
Morgan Stanley
New York
$52.8M +$4.5M +302,253 +10%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$49.2M +$6.39M +429,454 +15%
QI
6
QS Investors
New York
$43.3M -$2.35M -157,618 -5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$29.4M -$2.9M -195,149 -9%
PAS
8
Park Avenue Securities
New York
$29.3M +$1.02M +68,473 +4%
SG Americas Securities
9
SG Americas Securities
New York
$27.7M +$7.81M +525,000 +41%
State Street
10
State Street
Massachusetts
$25.5M -$3.28M -220,411 -12%
BCI
11
Brinker Capital Investments
Pennsylvania
$24M +$1.12M +75,000 +5%
Citigroup
12
Citigroup
New York
$20.9M +$2.93M +196,759 +17%
AHSSHC
13
Adventist Health System Sunbelt Healthcare Corp
Florida
$18.9M +$584K +39,254 +3%
PL
14
Polianta Ltd
Jersey
$15.6M +$15.1M +1,016,000 New
UBS Group
15
UBS Group
Switzerland
$13.9M +$575K +38,617 +4%
DCC
16
Dow Chemical Company
Michigan
$12M
Nomura Asset Management
17
Nomura Asset Management
Japan
$11.8M -$1.62M -109,130 -12%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.3M -$4.35M -292,496 -33%
VIA
19
Virtus Investment Advisers
Connecticut
$9.03M +$2.03M +136,449 +30%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$8.68M
AP
21
AHL Partners
United Kingdom
$8.33M +$8.05M +540,666 New
BlackRock
22
BlackRock
New York
$8.2M -$738K -49,550 -9%
GAG
23
GM Advisory Group
New York
$8.09M -$546K -36,690 -7%
Creative Planning
24
Creative Planning
Kansas
$7.92M +$15 +1 +0%
JC
25
Jentner Corp
Ohio
$7.2M -$29.2K -1,963 -0.4%

DBC Hedge Fund Activity: Q3 2017 in Review

184 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Commodity Index Tracking Fund (DBC) for Q3 2017, worth a combined $959M — up 6.6% from $899M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of DBC and 23 opened new positions — a net loss of 3 holders — while 66 trimmed existing stakes and 54 added.

The largest buyer was Polianta Ltd, opening a new position worth an estimated $15.1M. The largest seller was Evanston Advisors, exiting entirely with an estimated $16.1M sold.

  • 184 institutional investors held Invesco DB Commodity Index Tracking Fund (DBC) as of Q3 2017, down from 189 in Q2 2017.
  • Funds reported $959M of Invesco DB Commodity Index Tracking Fund stock for Q3 2017, up 6.6% quarter-over-quarter.
  • 23 funds opened new Invesco DB Commodity Index Tracking Fund positions in Q3 2017 and 26 closed out, a net change of -3 holders.
  • The largest Invesco DB Commodity Index Tracking Fund buyer in Q3 2017 was Polianta Ltd, an estimated $15.1M added.
  • The largest Invesco DB Commodity Index Tracking Fund seller in Q3 2017 was Evanston Advisors, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2017.