We are live on ! Find out more
DBE icon

Invesco DB Energy Fund

23 hedge funds and large institutions have $35.9M invested in Invesco DB Energy Fund in 2016 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

16.77% less ownership

Funds ownership: 63.18%46.41% (-17%)

26% less funds holding

Funds holding: 3123 (-8)

28% less capital invested

Capital invested by funds: $49.9M → $35.9M (-$14M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 8

Holders
23
Holders Change
-8
Holders Change %
-25.81%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
11
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$17.3M +$1.67M +166,800 +11%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.08M -$1.79M -179,207 -21%
GLI
3
Guardian Life Insurance
New York
$3.82M +$472K +47,214 +15%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.71M +$578K +57,866 +55%
Morgan Stanley
5
Morgan Stanley
New York
$1.43M +$246K +24,613 +22%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$981K +$663K +66,372 +240%
Jane Street
7
Jane Street
New York
$778K +$137K +13,751 +23%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$755K +$537K +53,697 +288%
AssetMark Inc
9
AssetMark Inc
California
$413K -$123K -12,271 -24%
GF
10
Gerstein Fisher
New York
$403K +$143K +14,330 +59%
BA
11
Boston Advisors
Massachusetts
$279K +$60.1K +6,013 +29%
Bank of America
12
Bank of America
North Carolina
$227K -$95.4K -9,548 -30%
FTUS
13
Flow Traders U.S.
New York
$215K +$135K +13,511 +190%
Wells Fargo
14
Wells Fargo
California
$153K -$18.4K -1,843 -11%
SI
15
Stephens Inc
Arkansas
$130K
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$124K +$85.9K +8,596 +263%
UBS Group
17
UBS Group
Switzerland
$61K -$2.21M -220,969 -97%
PMFA
18
Plante Moran Financial Advisors
Michigan
$25K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$15K -$27K -2,700 -66%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$10K
Creative Planning
21
Creative Planning
Kansas
$5K -$2.15K -215 -33%
AIG
22
American International Group
New York
$4K -$5K -500 -55%
SG Americas Securities
23
SG Americas Securities
New York
-$10.7M -954,875 Closed
QI
24
QS Investors
New York
-$9.95M -888,423 Closed
VF
25
Virtu Financial
New York
-$499K -44,551 Closed

DBE Hedge Fund Activity: Q1 2016 in Review

23 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Energy Fund (DBE) for Q1 2016, worth a combined $35.9M — down 28% from $49.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DBE and 0 opened new positions — a net loss of 8 holders — while 8 trimmed existing stakes and 11 added.

The largest buyer was Invesco, adding an estimated $1.67M. The largest seller was SG Americas Securities, exiting entirely with an estimated $10.7M sold.

  • 23 institutional investors held Invesco DB Energy Fund (DBE) as of Q1 2016, down from 31 in Q4 2015.
  • Funds reported $35.9M of Invesco DB Energy Fund stock for Q1 2016, down 28% quarter-over-quarter.
  • 0 funds opened new Invesco DB Energy Fund positions in Q1 2016 and 8 closed out, a net change of -8 holders.
  • The largest Invesco DB Energy Fund buyer in Q1 2016 was Invesco, an estimated $1.67M added.
  • The largest Invesco DB Energy Fund seller in Q1 2016 was SG Americas Securities, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2016.