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Invesco DB Energy Fund

38 hedge funds and large institutions have $55.4M invested in Invesco DB Energy Fund in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

169% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $399K

19% more funds holding

Funds holding: 3238 (+6)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

3.7% less ownership

Funds ownership: 46.88%43.18% (-3.7%)

9% less capital invested

Capital invested by funds: $61.1M → $55.4M (-$5.66M)

Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
11
Closed
1
Calls
$1.07M
Puts
$399K
Net Calls
+$673K
Net Calls Change
-$875K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$20.1M -$9.07M -522,800 -31%
QI
2
QS Investors
New York
$13.3M -$225K -12,953 -2%
GLI
3
Guardian Life Insurance
New York
$4.89M -$3.98M -229,660 -45%
EA
4
Evanston Advisors
Illinois
$4.72M -$217K -12,507 -4%
Morgan Stanley
5
Morgan Stanley
New York
$1.51M +$57.9K +3,339 +4%
VKH
6
Virtu KCG Holdings
New York
$1.19M +$1.2M +69,155 New
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$1.06M +$88.5K +5,101 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$886K +$16.9K +977 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$796K +$332K +19,132 +71%
IP
10
Investment Partners
Ohio
$776K
QA
11
Quintium Advisors
Tennessee
$767K -$172K -9,910 -18%
Jane Street
12
Jane Street
New York
$759K +$764K +44,043 New
BA
13
Boston Advisors
Massachusetts
$698K -$22.7K -1,308 -3%
VF
14
Virtu Financial
New York
$454K +$457K +26,335 New
MAS
15
Madden Advisory Services
Florida
$430K -$54.5K -3,145 -11%
CIM
16
Cambria Investment Management
California
$427K +$429K +24,764 New
Wells Fargo
17
Wells Fargo
California
$322K -$725K -41,803 -69%
WA
18
WFG Advisors
Texas
$293K +$32.5K +1,873 +12%
SI
19
Stephens Inc
Arkansas
$292K
JP Morgan Chase
20
JP Morgan Chase
New York
$289K +$290K +16,752 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$247K -$79.9K -4,610 -24%
OMC
22
Old Mission Capital
Illinois
$235K +$236K +13,633 New
Bank of America
23
Bank of America
North Carolina
$221K +$2.1K +121 +1%
NPC
24
National Planning Corporation
California
$174K
MSFP
25
Mark Sheptoff Financial Planning
Connecticut
$138K -$52K -3,000 -27%

DBE Hedge Fund Activity: Q2 2015 in Review

38 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Energy Fund (DBE) for Q2 2015, worth a combined $55.4M — down 9.3% from $61.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DBE positions and 1 closed out — a net gain of 6 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $5.37M. The largest seller was Invesco, cutting an estimated $9.07M.

  • 38 institutional investors held Invesco DB Energy Fund (DBE) as of Q2 2015, up from 32 in Q1 2015.
  • Funds reported $55.4M of Invesco DB Energy Fund stock for Q2 2015, down 9.3% quarter-over-quarter.
  • 7 funds opened new Invesco DB Energy Fund positions in Q2 2015 and 1 closed out, a net change of +6 holders.
  • The largest Invesco DB Energy Fund buyer in Q2 2015 was Manulife (Manufacturers Life Insurance), an estimated $5.37M added.
  • The largest Invesco DB Energy Fund seller in Q2 2015 was Invesco, an estimated $9.07M sold.

Based on aggregated 13F filings for Q2 2015.