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Invesco DB Energy Fund

35 hedge funds and large institutions have $48M invested in Invesco DB Energy Fund in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $293K | Put options by funds: $221K

4.74% more ownership

Funds ownership: 43.18%47.91% (+4.7%)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

8% less funds holding

Funds holding: 3835 (-3)

13% less capital invested

Capital invested by funds: $55.4M → $48M (-$7.39M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
10
Closed
9
Calls
$293K
Puts
$221K
Net Calls
+$72K
Net Calls Change
-$601K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$17.5M +$1.68M +116,400 +10%
QI
2
QS Investors
New York
$12.5M +$2.09M +145,447 +19%
GLI
3
Guardian Life Insurance
New York
$4.35M +$506K +35,164 +12%
EA
4
Evanston Advisors
Illinois
$4.1M +$382K +26,550 +10%
UBS Group
5
UBS Group
Switzerland
$2.84M +$2.9M +201,537 +2,991%
Morgan Stanley
6
Morgan Stanley
New York
$1.3M +$106K +7,371 +8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$683K -$18.8K -1,304 -3%
IP
8
Investment Partners
Ohio
$614K
VKH
9
Virtu KCG Holdings
New York
$560K -$404K -28,078 -41%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$435K -$423K -29,403 -48%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$366K -$280K -19,432 -42%
GF
12
Gerstein Fisher
New York
$358K +$378K +26,229 New
MAS
13
Madden Advisory Services
Florida
$302K -$40K -2,780 -11%
MCM
14
MV Capital Management
Maryland
$283K +$299K +20,758 New
BA
15
Boston Advisors
Massachusetts
$272K -$295K -20,504 -51%
Bank of America
16
Bank of America
North Carolina
$246K +$75.1K +5,212 +41%
Wells Fargo
17
Wells Fargo
California
$242K -$12.8K -888 -5%
SI
18
Stephens Inc
Arkansas
$231K
JP Morgan Chase
19
JP Morgan Chase
New York
$215K -$14.8K -1,026 -6%
AssetMark Inc
20
AssetMark Inc
California
$214K +$150K +10,390 +197%
QA
21
Quintium Advisors
Tennessee
$180K -$451K -31,300 -70%
Simplex Trading
22
Simplex Trading
Illinois
$78K +$61.1K +4,239 +279%
CCS
23
Crosspoint Capital Strategies
California
$41K +$43.1K +2,993 New
FTUS
24
Flow Traders U.S.
New York
$38K -$17.4K -1,210 -30%
PMFA
25
Plante Moran Financial Advisors
Michigan
$32K

DBE Hedge Fund Activity: Q3 2015 in Review

35 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Energy Fund (DBE) for Q3 2015, worth a combined $48M — down 13% from $55.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DBE and 6 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 10 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $4.24M. The largest seller was Jane Street, exiting entirely with an estimated $759K sold.

  • 35 institutional investors held Invesco DB Energy Fund (DBE) as of Q3 2015, down from 38 in Q2 2015.
  • Funds reported $48M of Invesco DB Energy Fund stock for Q3 2015, down 13% quarter-over-quarter.
  • 6 funds opened new Invesco DB Energy Fund positions in Q3 2015 and 9 closed out, a net change of -3 holders.
  • The largest Invesco DB Energy Fund buyer in Q3 2015 was Manulife (Manufacturers Life Insurance), an estimated $4.24M added.
  • The largest Invesco DB Energy Fund seller in Q3 2015 was Jane Street, an estimated $759K sold.

Based on aggregated 13F filings for Q3 2015.