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Invesco DB Energy Fund

24 hedge funds and large institutions have $27M invested in Invesco DB Energy Fund in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.69% less ownership

Funds ownership: 53.77%48.08% (-5.7%)

20% less funds holding

Funds holding: 3024 (-6)

32% less capital invested

Capital invested by funds: $39.6M → $27M (-$12.6M)

60% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 15

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $193K

Holders
24
Holders Change
-6
Holders Change %
-20%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
15
Closed
7
Calls
Puts
$193K
Net Calls
-$193K
Net Calls Change
-$193K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$15M +$1.61M +117,000 +12%
GLI
2
Guardian Life Insurance
New York
$2.84M -$3.45M -250,896 -54%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.31M -$1.64M -119,455 -55%
Jane Street
4
Jane Street
New York
$1.3M -$1.41M -102,900 -51%
VF
5
Virtu Financial
New York
$1.07M +$305K +22,195 +39%
Wells Fargo
6
Wells Fargo
California
$986K -$70.4K -5,123 -7%
Bank of America
7
Bank of America
North Carolina
$894K -$299K -21,784 -25%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$567K +$27.9K +2,031 +5%
AssetMark Inc
9
AssetMark Inc
California
$496K +$163K +11,899 +47%
OC
10
Oppenheimer & Co
New York
$384K +$4.05K +295 +1%
RJA
11
Raymond James & Associates
Florida
$382K -$473K -34,396 -55%
PMAM
12
Picton Mahoney Asset Management
Ontario, Canada
$348K -$279K -20,280 -44%
Morgan Stanley
13
Morgan Stanley
New York
$299K -$88.3K -6,429 -22%
JP Morgan Chase
14
JP Morgan Chase
New York
$213K -$687K -49,973 -76%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$200K -$2.41M -175,536 -92%
American Century Companies
16
American Century Companies
Missouri
$183K +$21.9K +1,591 +13%
LPL Financial
17
LPL Financial
California
$172K -$856K -62,310 -83%
PSUF
18
People's United Financial
Connecticut
$169K -$2.46K -179 -1%
UBS Group
19
UBS Group
Switzerland
$84K -$24K -1,747 -22%
CAC
20
Certified Advisory Corp
Florida
$43K -$1.24K -90 -3%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$24K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$7K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5K -$356K -25,934 -98%
IA
24
IFP Advisors
Florida
$5K +$4.53K +330 New
BA
25
Boston Advisors
Massachusetts
-$577K -40,722 Closed

DBE Hedge Fund Activity: Q3 2019 in Review

24 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Energy Fund (DBE) for Q3 2019, worth a combined $27M — down 32% from $39.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DBE and 1 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 6 added.

The largest buyer was Invesco, adding an estimated $1.61M. The largest seller was Guardian Life Insurance, cutting an estimated $3.45M.

  • 24 institutional investors held Invesco DB Energy Fund (DBE) as of Q3 2019, down from 30 in Q2 2019.
  • Funds reported $27M of Invesco DB Energy Fund stock for Q3 2019, down 32% quarter-over-quarter.
  • 1 fund opened new Invesco DB Energy Fund positions in Q3 2019 and 7 closed out, a net change of -6 holders.
  • The largest Invesco DB Energy Fund buyer in Q3 2019 was Invesco, an estimated $1.61M added.
  • The largest Invesco DB Energy Fund seller in Q3 2019 was Guardian Life Insurance, an estimated $3.45M sold.

Based on aggregated 13F filings for Q3 2019.