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Invesco DB Oil Fund
DBO

57 hedge funds and large institutions have $82M invested in Invesco DB Oil Fund in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $1.85M | Put options by funds: $858K

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

23% more capital invested

Capital invested by funds: $66.7M → $82M (+$15.3M)

4% more funds holding

Funds holding: 55 → 57 (+2)

1.23% more ownership

Funds ownership: 17.56% → 18.78% (+1.2%)

54% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 24

Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
24
Closed
4
Calls
$1.85M
Puts
$858K
Net Calls
+$991K
Net Calls Change
+$460K

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$852K
2
IMC Chicago
IMC Chicago
Illinois
+$641K
3
AWS
AJ Wealth Strategies
New York
+$637K
4
Jane Street
Jane Street
New York
+$546K
5
AWA
Arkadios Wealth Advisors
Georgia
+$260K

Top Sellers

1
FNC
First National Corp
Massachusetts
-$3.22M
2
Wells Fargo
Wells Fargo
California
-$1M
3
FTUS
Flow Traders U.S.
New York
-$667K
4
Morgan Stanley
Morgan Stanley
New York
-$623K
5
OMC
Old Mission Capital
Illinois
-$615K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$264K +$56.6K +7,500 +31%
IAA
27
Independent Advisor Alliance
North Carolina
$254K +$227K +30,119 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$207K -$292K -38,733 -61%
LNC
29
Lincoln National Corp
Pennsylvania
$183K – – –
Northern Trust
30
Northern Trust
Illinois
$174K – – –
TSS
31
Two Sigma Securities
New York
$165K -$113K -14,904 -43%
Simplex Trading
32
Simplex Trading
Illinois
$148K +$6.16K +816 +5%
I2I
33
Insight 2811 Inc
Illinois
$126K +$113K +14,941 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$100K – – –
First Manhattan
35
First Manhattan
New York
$95K – – –
Deutsche Bank
36
Deutsche Bank
Germany
$88K -$109K -14,447 -58%
AFG
37
Allegheny Financial Group
Pennsylvania
$85K +$76.3K +10,109 New
JP Morgan Chase
38
JP Morgan Chase
New York
$36K +$32.3K +4,275 New
CG
39
Cutler Group
California
$32K -$34.7K -4,600 -54%
ME
40
McIlrath & Eck
Washington
$27K – – –
HI
41
Human Investing
Oregon
$25K -$29.2K -3,865 -57%
IF
42
Ironwood Financial
Arizona
$17K – – –
CFGS
43
Concourse Financial Group Securities
Alabama
$16K -$1.45K -192 -9%
ASN
44
Advisory Services Network
Georgia
$15K – – –
NFSG
45
Newbridge Financial Services Group
Florida
$12K -$13.1K -1,732 -55%
GWM
46
Geneos Wealth Management
Colorado
$12K – – –
MF
47
Manchester Financial
California
$12K – – –
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$10K +$1.51K +200 +20%
CAAS
49
Capital Asset Advisory Services
Michigan
$8K +$7.55K +1,000 New
LFG
50
Larson Financial Group
Missouri
$7K – – –
1
2
3

DBO Hedge Fund Activity: Q4 2020 in Review

57 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Oil Fund (DBO) for Q4 2020, worth a combined $82M — up 23% from $66.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DBO positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 24 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $852K. The largest seller was First National Corp, cutting an estimated $3.22M.

  • 57 institutional investors held Invesco DB Oil Fund (DBO) as of Q4 2020, up from 55 in Q3 2020.
  • Funds reported $82M of Invesco DB Oil Fund stock for Q4 2020, up 23% quarter-over-quarter.
  • 6 funds opened new Invesco DB Oil Fund positions in Q4 2020 and 4 closed out, a net change of +2 holders.
  • The largest Invesco DB Oil Fund buyer in Q4 2020 was Mirae Asset Global Investments, an estimated $852K added.
  • The largest Invesco DB Oil Fund seller in Q4 2020 was First National Corp, an estimated $3.22M sold.

Based on aggregated 13F filings for Q4 2020.