Invesco DB Oil Fund
DBO
51 hedge funds and large institutions have $146M invested in Invesco DB Oil Fund in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
40% more capital invested
Capital invested by funds: $105M → $146M (+$41.4M)
28% more funds holding
Funds holding: 40 → 51 (+11)
12.85% more ownership
Funds ownership: 28.08% → 40.93% (+13%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
15% less call options, than puts
Call options by funds: $1.06M | Put options by funds: $1.24M
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$9.24M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.43M |
| 3 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$6.51M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.75M |
| 5 |
Jane Street
New York
|
+$2.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GLI
Guardian Life Insurance
New York
|
-$2.29M |
| 2 |
Morgan Stanley
New York
|
-$742K |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$647K |
| 4 |
ACM
Antonetti Capital Management
Naples,
Florida
|
-$490K |
| 5 |
Goldman Sachs
New York
|
-$470K |
DBO Hedge Fund Activity: Q3 2013 in Review
51 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Oil Fund (DBO) for Q3 2013, worth a combined $146M — up 40% from $105M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DBO positions and 2 closed out — a net gain of 11 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was LPL Financial, adding an estimated $9.24M. The largest seller was Guardian Life Insurance, cutting an estimated $2.29M.
- 51 institutional investors held Invesco DB Oil Fund (DBO) as of Q3 2013, up from 40 in Q2 2013.
- Funds reported $146M of Invesco DB Oil Fund stock for Q3 2013, up 40% quarter-over-quarter.
- 13 funds opened new Invesco DB Oil Fund positions in Q3 2013 and 2 closed out, a net change of +11 holders.
- The largest Invesco DB Oil Fund buyer in Q3 2013 was LPL Financial, an estimated $9.24M added.
- The largest Invesco DB Oil Fund seller in Q3 2013 was Guardian Life Insurance, an estimated $2.29M sold.
Based on aggregated 13F filings for Q3 2013.