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Invesco DB Oil Fund

58 hedge funds and large institutions have $129M invested in Invesco DB Oil Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $106M → $129M (+$23.3M)

15.06% more ownership

Funds ownership: 17.58%32.64% (+15%)

6% less funds holding

Funds holding: 6258 (-4)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

57% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 23

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
11
Increased
10
Reduced
23
Closed
15
Calls
$2.13M
Puts
Net Calls
+$2.13M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
GLI
1
Guardian Life Insurance
New York
$25.8M
Wells Fargo
2
Wells Fargo
California
$20.8M +$3.88M +313,836 +26%
PP
3
Prudential plc
United Kingdom
$20.5M +$18.2M +1,469,067 +2,746%
ACM
4
Arlington Capital Management
Illinois
$17.4M +$5.49M +444,577 +53%
DWA
5
Dorsey Wright & Associates
California
$5.03M -$416K -33,695 -8%
BCM
6
Barometer Capital Management
Ontario, Canada
$4.63M -$2.14M -173,000 -33%
FAAS
7
First Allied Advisory Services
California
$3.21M -$1.44M -116,385 -33%
Morgan Stanley
8
Morgan Stanley
New York
$2.92M -$235K -19,027 -8%
HFM
9
Harvest Fund Management
China
$2.9M +$1.73M +139,573 +184%
Ameriprise
10
Ameriprise
Minnesota
$2.73M -$301K -24,391 -11%
UBS Group
11
UBS Group
Switzerland
$2.32M -$230K -18,592 -10%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$2.13M -$799K -64,650 -29%
PAG
13
Private Advisory Group
Washington
$1.7M +$1.61M +130,136 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.61M -$5.9K -477 -0.4%
IA
15
IndexIQ Advisors
New York
$1.4M +$1.28M +103,822 New
LPL Financial
16
LPL Financial
California
$1.31M -$69K -5,583 -5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.08M -$208K -16,853 -17%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$962K -$1.76M -142,750 -67%
OC
19
Oppenheimer & Co
New York
$805K +$33.8K +2,735 +5%
FTUS
20
Flow Traders U.S.
New York
$799K -$314K -25,393 -30%
LNC
21
Lincoln National Corp
Pennsylvania
$786K -$1.06K -86 -0.1%
BRWA
22
B. Riley Wealth Advisors
Florida
$766K +$8.75K +708 +1%
EDRH
23
Edmond de Rothschild Holding
Switzerland
$736K -$30.9K -2,500 -4%
Jane Street
24
Jane Street
New York
$673K -$2.84M -229,524 -82%
Stifel Financial
25
Stifel Financial
Missouri
$668K +$611K +49,402 New

DBO Hedge Fund Activity: Q3 2018 in Review

58 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Oil Fund (DBO) for Q3 2018, worth a combined $129M — up 22% from $106M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of DBO and 11 opened new positions — a net loss of 4 holders — while 23 trimmed existing stakes and 10 added.

The largest buyer was Prudential plc, adding an estimated $18.2M. The largest seller was Virtu Financial, cutting an estimated $2.92M.

  • 58 institutional investors held Invesco DB Oil Fund (DBO) as of Q3 2018, down from 62 in Q2 2018.
  • Funds reported $129M of Invesco DB Oil Fund stock for Q3 2018, up 22% quarter-over-quarter.
  • 11 funds opened new Invesco DB Oil Fund positions in Q3 2018 and 15 closed out, a net change of -4 holders.
  • The largest Invesco DB Oil Fund buyer in Q3 2018 was Prudential plc, an estimated $18.2M added.
  • The largest Invesco DB Oil Fund seller in Q3 2018 was Virtu Financial, an estimated $2.92M sold.

Based on aggregated 13F filings for Q3 2018.