Invesco DB Oil Fund
DBO
54 hedge funds and large institutions have $45.7M invested in Invesco DB Oil Fund in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
4% more funds holding
Funds holding: 52 → 54 (+2)
3.3% more ownership
Funds ownership: 10.03% → 13.33% (+3.3%)
2% less capital invested
Capital invested by funds: $46.9M → $45.7M (-$1.17M)
53% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 19
Top Buyers
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$8.28M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.69M |
| 3 |
SG Americas Securities
New York
|
-$1.99M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.44M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$1.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Barclays
London,
United Kingdom
| $1K | – | – | – |
|
|
PSC
52
Prentiss Smith & Co
Brattleboro,
Vermont
| $1K | – | – | – |
|
|
CPP
53
Crow Point Partners
Boston,
Massachusetts
| – | -$549K | -62,285 | Closed |
|
54
Bank of New York Mellon
New York
| – | -$123K | -13,988 | Closed |
|
|
TSS
55
Two Sigma Securities
New York
| – | -$113K | -12,801 | Closed |
|
|
FAAS
56
First Allied Advisory Services
San Diego,
California
| – | -$113K | -12,610 | Closed |
|
57
Goldman Sachs
New York
| – | -$108K | -12,244 | Closed |
|
58
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$60K | -6,850 | Closed |
|
|
TDC
59
Thompson Davis & Co
Richmond,
Virginia
| – | -$9K | -1,000 | Closed |
|
|
HFM
60
Hartford Financial Management
Hartford,
Connecticut
| – | -$4K | -500 | Closed |
|
DBO Hedge Fund Activity: Q4 2017 in Review
54 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Oil Fund (DBO) for Q4 2017, worth a combined $45.7M — down 2.5% from $46.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DBO positions and 8 closed out — a net gain of 2 holders — while 9 added to existing stakes and 19 trimmed.
The largest buyer was Guardian Life Insurance, adding an estimated $8.19M. The largest seller was Wells Fargo, cutting an estimated $8.28M.
- 54 institutional investors held Invesco DB Oil Fund (DBO) as of Q4 2017, up from 52 in Q3 2017.
- Funds reported $45.7M of Invesco DB Oil Fund stock for Q4 2017, down 2.5% quarter-over-quarter.
- 10 funds opened new Invesco DB Oil Fund positions in Q4 2017 and 8 closed out, a net change of +2 holders.
- The largest Invesco DB Oil Fund buyer in Q4 2017 was Guardian Life Insurance, an estimated $8.19M added.
- The largest Invesco DB Oil Fund seller in Q4 2017 was Wells Fargo, an estimated $8.28M sold.
Based on aggregated 13F filings for Q4 2017.