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Invesco DB Energy Fund
DBE

39 hedge funds and large institutions have $117M invested in Invesco DB Energy Fund in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

34% more funds holding

Funds holding: 29 → 39 (+10)

11% more capital invested

Capital invested by funds: $106M → $117M (+$11.3M)

6.35% less ownership

Funds ownership: 72.17% → 65.82% (-6.3%)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

Holders
39
Holders Change
+10
Holders Change %
+34.48%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
10
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$4.94M
2
GLI
Guardian Life Insurance
New York
+$2.33M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.27M
4
Wells Fargo
Wells Fargo
California
+$2.18M
5
SS
Simplicity Solutions
Minnesota
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
-$10.6M
2
PL
Polianta Ltd
Jersey
-$3.49M
3
Bank of America
Bank of America
North Carolina
-$1.58M
4
Jane Street
Jane Street
New York
-$1.39M
5
Morgan Stanley
Morgan Stanley
New York
-$703K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$185K +$175K +12,733 New
SI
27
Stephens Inc
Arkansas
$181K – – –
American Century Companies
28
American Century Companies
Missouri
$180K -$116K -8,419 -40%
Stifel Financial
29
Stifel Financial
Missouri
$165K +$157K +11,441 New
ASN
30
Advisory Services Network
Georgia
$82K -$5.89K -429 -7%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$61K -$357 -26 -0.6%
JP Morgan Chase
32
JP Morgan Chase
New York
$29K +$27.5K +2,000 New
SWP
33
Stratos Wealth Partners
Ohio
$8K +$7.2K +524 New
SWM
34
SeaCrest Wealth Management
New York
$6K +$5.7K +415 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$4K -$37.6K -2,741 -92%
AG
36
Advisor Group
Arizona
$4K – – –
NC
37
NewSquare Capital
Pennsylvania
$3K +$2.54K +185 New
Simplex Trading
38
Simplex Trading
Illinois
$1K +$1.37K +100 New
PL
39
Polianta Ltd
Jersey
– -$3.49M -272,400 Closed
PMFA
40
Plante Moran Financial Advisors
Michigan
– -$30K -2,365 Closed
IA
41
IFP Advisors
Florida
– -$4K -330 Closed
1
2

DBE Hedge Fund Activity: Q4 2017 in Review

39 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Energy Fund (DBE) for Q4 2017, worth a combined $117M — up 11% from $106M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DBE positions and 3 closed out — a net gain of 10 holders — while 10 added to existing stakes and 13 trimmed.

The largest buyer was Invesco, adding an estimated $4.94M. The largest seller was SG Americas Securities, cutting an estimated $10.6M.

  • 39 institutional investors held Invesco DB Energy Fund (DBE) as of Q4 2017, up from 29 in Q3 2017.
  • Funds reported $117M of Invesco DB Energy Fund stock for Q4 2017, up 11% quarter-over-quarter.
  • 13 funds opened new Invesco DB Energy Fund positions in Q4 2017 and 3 closed out, a net change of +10 holders.
  • The largest Invesco DB Energy Fund buyer in Q4 2017 was Invesco, an estimated $4.94M added.
  • The largest Invesco DB Energy Fund seller in Q4 2017 was SG Americas Securities, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2017.