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Invesco DB Energy Fund

31 hedge funds and large institutions have $49.9M invested in Invesco DB Energy Fund in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,260% more call options, than puts

Call options by funds: $136K | Put options by funds: $10K

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

15.27% more ownership

Funds ownership: 47.91%63.18% (+15%)

4% more capital invested

Capital invested by funds: $48M → $49.9M (+$1.81M)

11% less funds holding

Funds holding: 3531 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
31
Holders Change
-4
Holders Change %
-11.43%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
10
Closed
9
Calls
$136K
Puts
$10K
Net Calls
+$126K
Net Calls Change
+$54K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$16.6M +$2.56M +201,600 +16%
SG Americas Securities
2
SG Americas Securities
New York
$10.7M +$12.1M +954,875 New
QI
3
QS Investors
New York
$9.95M -$328K -25,798 -3%
GLI
4
Guardian Life Insurance
New York
$3.57M
UBS Group
5
UBS Group
Switzerland
$2.54M +$236K +18,560 +9%
Morgan Stanley
6
Morgan Stanley
New York
$1.25M +$211K +16,643 +17%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.19M +$1.35M +105,914 New
Jane Street
8
Jane Street
New York
$681K +$772K +60,814 New
AssetMark Inc
9
AssetMark Inc
California
$581K +$460K +36,204 +231%
VF
10
Virtu Financial
New York
$499K +$566K +44,551 New
Bank of America
11
Bank of America
North Carolina
$351K +$169K +13,297 +74%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$309K +$10.5K +827 +3%
GF
13
Gerstein Fisher
New York
$272K -$25.1K -1,975 -8%
BA
14
Boston Advisors
Massachusetts
$232K +$9.88K +778 +4%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$209K -$168K -13,192 -41%
Wells Fargo
16
Wells Fargo
California
$186K -$15.5K -1,222 -7%
SI
17
Stephens Inc
Arkansas
$140K -$56.5K -4,450 -26%
OMC
18
Old Mission Capital
Illinois
$129K +$146K +11,502 New
QA
19
Quintium Advisors
Tennessee
$125K -$25.3K -1,995 -15%
MCM
20
MV Capital Management
Maryland
$79K -$175K -13,746 -66%
FTUS
21
Flow Traders U.S.
New York
$79K +$54.6K +4,300 +154%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$45K +$40.1K +3,160 +347%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$37K -$595K -46,829 -93%
PMFA
24
Plante Moran Financial Advisors
Michigan
$26K
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$11K -$1.38K -109 -10%

DBE Hedge Fund Activity: Q4 2015 in Review

31 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Energy Fund (DBE) for Q4 2015, worth a combined $49.9M — up 3.8% from $48M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DBE and 5 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 12 added.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $12.1M. The largest seller was Evanston Advisors, exiting entirely with an estimated $4.1M sold.

  • 31 institutional investors held Invesco DB Energy Fund (DBE) as of Q4 2015, down from 35 in Q3 2015.
  • Funds reported $49.9M of Invesco DB Energy Fund stock for Q4 2015, up 3.8% quarter-over-quarter.
  • 5 funds opened new Invesco DB Energy Fund positions in Q4 2015 and 9 closed out, a net change of -4 holders.
  • The largest Invesco DB Energy Fund buyer in Q4 2015 was SG Americas Securities, an estimated $12.1M added.
  • The largest Invesco DB Energy Fund seller in Q4 2015 was Evanston Advisors, an estimated $4.1M sold.

Based on aggregated 13F filings for Q4 2015.