Invesco DB Oil Fund
DBO
78 hedge funds and large institutions have $89.1M invested in Invesco DB Oil Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 11 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 18
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
5.77% more ownership
Funds ownership: 30.68% → 36.45% (+5.8%)
6% more capital invested
Capital invested by funds: $84.3M → $89.1M (+$4.81M)
5% more funds holding
Funds holding: 74 → 78 (+4)
27% less call options, than puts
Call options by funds: $447K | Put options by funds: $612K
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$22M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.04M |
| 3 |
Morgan Stanley
New York
|
+$1.2M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
+$1.17M |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$772K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FNC
First National Corp
Rockland,
Massachusetts
|
-$1.96M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.68M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.66M |
| 4 |
SL
Savior LLC
Wellesley Hills,
Massachusetts
|
-$1.32M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$877K |
DBO Hedge Fund Activity: Q4 2023 in Review
78 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Oil Fund (DBO) for Q4 2023, worth a combined $89.1M — up 5.7% from $84.3M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new DBO positions and 11 closed out — a net gain of 5 holders — while 28 added to existing stakes and 18 trimmed.
The largest buyer was Jane Street, adding an estimated $22M. The largest seller was First National Corp, cutting an estimated $1.96M.
- 78 institutional investors held Invesco DB Oil Fund (DBO) as of Q4 2023, up from 74 in Q3 2023.
- Funds reported $89.1M of Invesco DB Oil Fund stock for Q4 2023, up 5.7% quarter-over-quarter.
- 16 funds opened new Invesco DB Oil Fund positions in Q4 2023 and 11 closed out, a net change of +5 holders.
- The largest Invesco DB Oil Fund buyer in Q4 2023 was Jane Street, an estimated $22M added.
- The largest Invesco DB Oil Fund seller in Q4 2023 was First National Corp, an estimated $1.96M sold.
Based on aggregated 13F filings for Q4 2023.