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Invesco DB Oil Fund

55 hedge funds and large institutions have $144M invested in Invesco DB Oil Fund in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

12% more funds holding

Funds holding: 4955 (+6)

0.29% more ownership

Funds ownership: 23.95%24.24% (+0.29%)

0% less capital invested

Capital invested by funds: $144M → $144M (-$617K)

23% less call options, than puts

Call options by funds: $1.5M | Put options by funds: $1.95M

39% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 18

Holders
55
Holders Change
+6
Holders Change %
+12.24%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
11
Reduced
18
Closed
8
Calls
$1.5M
Puts
$1.95M
Net Calls
-$455K
Net Calls Change
+$684K
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$75.4M -$2.03M -137,987 -3%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$23.4M -$1.56M -106,000 -6%
Wells Fargo
3
Wells Fargo
California
$9.75M -$103K -6,989 -1%
GLI
4
Guardian Life Insurance
New York
$7.8M -$3.14M -213,281 -29%
Morgan Stanley
5
Morgan Stanley
New York
$3.29M -$399K -27,155 -11%
EDRH
6
Edmond de Rothschild Holding
Switzerland
$2.43M +$2.45M +166,500 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.17M -$375K -25,480 -15%
Ameriprise
8
Ameriprise
Minnesota
$2.01M +$155K +10,548 +8%
EDRS
9
Edmond de Rothschild (Suisse)
Switzerland
$1.99M +$2.01M +136,500 New
MCM
10
MV Capital Management
Maryland
$1.59M +$517K +35,159 +48%
VF
11
Virtu Financial
New York
$1.51M +$1.52M +103,152 New
FTUS
12
Flow Traders U.S.
New York
$1.49M -$2.28M -154,963 -60%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.44M -$1.06M -71,961 -42%
UBS Group
14
UBS Group
Switzerland
$1.15M +$1.08M +73,654 +1,361%
BRWA
15
B. Riley Wealth Advisors
Florida
$971K -$206K -14,000 -17%
Jane Street
16
Jane Street
New York
$787K +$793K +53,920 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$748K -$58.3K -3,965 -7%
Bank of America
18
Bank of America
North Carolina
$739K +$5.26K +358 +0.7%
CA
19
Cetera Advisors
Colorado
$526K -$9.12K -620 -2%
EAM
20
Evanson Asset Management
California
$417K -$74.6K -5,070 -15%
WRM
21
Westport Resources Management
Connecticut
$416K +$140K +9,500 +50%
Goldman Sachs
22
Goldman Sachs
New York
$414K +$417K +28,340 New
RJA
23
Raymond James & Associates
Florida
$336K +$339K +23,039 New
VKH
24
Virtu KCG Holdings
New York
$309K +$312K +21,196 New
FAAS
25
First Allied Advisory Services
California
$280K -$6.66K -453 -2%

DBO Hedge Fund Activity: Q2 2015 in Review

55 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Oil Fund (DBO) for Q2 2015, worth a combined $144M — down 0.43% from $144M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DBO positions and 8 closed out — a net gain of 7 holders — while 11 added to existing stakes and 18 trimmed.

The largest buyer was Virtu Financial, opening a new position worth an estimated $1.52M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $9.39M sold.

  • 55 institutional investors held Invesco DB Oil Fund (DBO) as of Q2 2015, up from 49 in Q1 2015.
  • Funds reported $144M of Invesco DB Oil Fund stock for Q2 2015, down 0.43% quarter-over-quarter.
  • 15 funds opened new Invesco DB Oil Fund positions in Q2 2015 and 8 closed out, a net change of +7 holders.
  • The largest Invesco DB Oil Fund buyer in Q2 2015 was Virtu Financial, an estimated $1.52M added.
  • The largest Invesco DB Oil Fund seller in Q2 2015 was United Services Automobile Association, an estimated $9.39M sold.

Based on aggregated 13F filings for Q2 2015.