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Invesco DB Energy Fund

45 hedge funds and large institutions have $240M invested in Invesco DB Energy Fund in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

74% more capital invested

Capital invested by funds: $138M → $240M (+$102M)

9.04% more ownership

Funds ownership: 55.97%65.01% (+9%)

7% more funds holding

Funds holding: 4245 (+3)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
17
Reduced
16
Closed
3
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
-$779K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$81.7M +$64.5M +2,156,210 +430%
Invesco
2
Invesco
Georgia
$48.4M -$4.54M -151,800 -9%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.1M -$67.2K -2,246 -0.3%
GLI
4
Guardian Life Insurance
New York
$16.4M
QI
5
QS Investors
New York
$12.5M +$3.75M +125,444 +44%
AIM
6
Astor Investment Management
Illinois
$11.9M +$2.25M +75,182 +24%
Morgan Stanley
7
Morgan Stanley
New York
$5.45M +$141K +4,711 +3%
EA
8
Evanston Advisors
Illinois
$5.3M -$377K -12,606 -7%
HMC
9
Harvard Management Company
Massachusetts
$5.03M -$1.51M -50,517 -24%
BA
10
Boston Advisors
Massachusetts
$4.1M +$2.4M +80,279 +152%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$4.05M +$1.8M +60,041 +84%
Jane Street
12
Jane Street
New York
$1.89M -$2.84K -95 -0.2%
EM
13
EnTrustPermal Management
New York
$1.77M +$1.73M +57,700 New
RJA
14
Raymond James & Associates
Florida
$1.48M +$143K +4,786 +11%
QA
15
Quintium Advisors
Tennessee
$1.4M -$105K -3,505 -7%
MAS
16
Madden Advisory Services
Florida
$1.31M -$64.1K -2,145 -5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.27M +$424K +14,191 +52%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$998K -$2.42K -81 -0.2%
Bank of America
19
Bank of America
North Carolina
$876K +$245K +8,209 +40%
WA
20
WFG Advisors
Texas
$782K +$464K +15,528 +157%
ACM
21
Aviance Capital Management
Florida
$747K +$189K +6,334 +35%
PI
22
Placemark Investments
Illinois
$639K -$90.6K -3,029 -13%
CS
23
Credit Suisse
Switzerland
$570K +$4.01K +134 +0.7%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$554K +$53.8K +1,798 +11%
U
25
UBS
Switzerland
$510K +$13.5K +451 +3%

DBE Hedge Fund Activity: Q2 2014 in Review

45 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Energy Fund (DBE) for Q2 2014, worth a combined $240M — up 74% from $138M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DBE positions and 3 closed out — a net gain of 3 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Wells Fargo, adding an estimated $64.5M. The largest seller was Invesco, cutting an estimated $4.54M.

  • 45 institutional investors held Invesco DB Energy Fund (DBE) as of Q2 2014, up from 42 in Q1 2014.
  • Funds reported $240M of Invesco DB Energy Fund stock for Q2 2014, up 74% quarter-over-quarter.
  • 6 funds opened new Invesco DB Energy Fund positions in Q2 2014 and 3 closed out, a net change of +3 holders.
  • The largest Invesco DB Energy Fund buyer in Q2 2014 was Wells Fargo, an estimated $64.5M added.
  • The largest Invesco DB Energy Fund seller in Q2 2014 was Invesco, an estimated $4.54M sold.

Based on aggregated 13F filings for Q2 2014.