Invesco DB Oil Fund
DBO
48 hedge funds and large institutions have $54.5M invested in Invesco DB Oil Fund in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 6 closing their positions.
0% more funds holding
Funds holding: 48 → 48 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
4.69% less ownership
Funds ownership: 26.81% → 22.11% (-4.7%)
13% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 16
20% less capital invested
Capital invested by funds: $68M → $54.5M (-$13.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FNC
First National Corp
Rockland,
Massachusetts
|
+$1.63M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.27M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.05M |
| 4 |
Jane Street
New York
|
+$918K |
| 5 |
Morgan Stanley
New York
|
+$128K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GLI
Guardian Life Insurance
New York
|
-$18.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.07M |
| 3 |
IA
IndexIQ Advisors
New York
|
-$1.21M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
-$980K |
| 5 |
NFP
Narus Financial Partners
Salt Lake City,
Utah
|
-$359K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Invesco
Atlanta,
Georgia
| – | -$134K | -14,116 | Closed |
|
52
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$2K | -200 | Closed |
|
|
IA
53
IFP Advisors
Tampa,
Florida
| – | -$2K | -200 | Closed |
|
|
MWC
54
MBM Wealth Consultants
Chesterfield,
Missouri
| – | -$1K | -112 | Closed |
|
DBO Hedge Fund Activity: Q4 2019 in Review
48 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Oil Fund (DBO) for Q4 2019, worth a combined $54.5M — down 20% from $68M a quarter earlier.
Fund positioning in DBO was balanced in Q4 2019: 6 funds opened new positions, 6 closed out, 14 added to existing stakes and 16 trimmed.
The largest buyer was First National Corp, adding an estimated $1.63M. The largest seller was Guardian Life Insurance, exiting entirely with an estimated $18.9M sold.
- 48 institutional investors held Invesco DB Oil Fund (DBO) as of Q4 2019, unchanged from Q3 2019.
- Funds reported $54.5M of Invesco DB Oil Fund stock for Q4 2019, down 20% quarter-over-quarter.
- 6 funds opened new Invesco DB Oil Fund positions in Q4 2019 and 6 closed out, a net change of 0 holders.
- The largest Invesco DB Oil Fund buyer in Q4 2019 was First National Corp, an estimated $1.63M added.
- The largest Invesco DB Oil Fund seller in Q4 2019 was Guardian Life Insurance, an estimated $18.9M sold.
Based on aggregated 13F filings for Q4 2019.