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Invesco DB Oil Fund

49 hedge funds and large institutions have $73.5M invested in Invesco DB Oil Fund in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $376K | Put options by funds: $190K

5% less capital invested

Capital invested by funds: $77.8M → $73.5M (-$4.21M)

5.93% less ownership

Funds ownership: 29.99%24.06% (-5.9%)

9% less funds holding

Funds holding: 5449 (-5)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

50% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 18

Holders
49
Holders Change
-5
Holders Change %
-9.26%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
9
Reduced
18
Closed
15
Calls
$376K
Puts
$190K
Net Calls
+$186K
Net Calls Change
+$532K
Name Holding Trade Value Shares
Change
Change in
Stake
GLI
1
Guardian Life Insurance
New York
$20.5M -$5.42M -542,226 -22%
PP
2
Prudential plc
United Kingdom
$15.1M -$533K -53,300 -4%
Wells Fargo
3
Wells Fargo
California
$7.78M +$2.01M +201,177 +37%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$3.52M +$257K +25,750 +8%
VF
5
Virtu Financial
New York
$3.01M +$2.87M +286,750 New
FNC
6
First National Corp
Massachusetts
$2.87M +$1.92M +191,668 +235%
HFM
7
Harvest Fund Management
China
$2.37M -$350K -35,000 -13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.88M -$97K -9,709 -5%
Asset Management One
9
Asset Management One
Japan
$1.82M +$290K +29,000 +20%
Ameriprise
10
Ameriprise
Minnesota
$1.61M +$116K +11,585 +8%
IA
11
IndexIQ Advisors
New York
$1.6M -$2.89K -289 -0.2%
UBS Group
12
UBS Group
Switzerland
$1.29M -$522K -52,243 -30%
LPL Financial
13
LPL Financial
California
$1.14M +$1.92K +192 +0.2%
Citadel Advisors
14
Citadel Advisors
Florida
$1.12M +$1.06M +106,401 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.04M -$62.4K -6,243 -6%
FTUS
16
Flow Traders U.S.
New York
$686K +$653K +65,309 New
Morgan Stanley
17
Morgan Stanley
New York
$577K -$60.5K -6,057 -10%
OC
18
Oppenheimer & Co
New York
$558K -$9.48K -949 -2%
PSUF
19
People's United Financial
Connecticut
$552K +$525K +52,554 New
EDRH
20
Edmond de Rothschild Holding
Switzerland
$507K
LNC
21
Lincoln National Corp
Pennsylvania
$504K -$9.15K -916 -2%
BRWA
22
B. Riley Wealth Advisors
Florida
$501K -$75.2K -7,524 -14%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$495K -$22.6K -2,265 -5%
OMC
24
Old Mission Capital
Illinois
$490K +$466K +46,610 New
AAS
25
Avantax Advisory Services
Texas
$411K -$10 -1 -0%

DBO Hedge Fund Activity: Q1 2019 in Review

49 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Oil Fund (DBO) for Q1 2019, worth a combined $73.5M — down 5.4% from $77.8M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of DBO and 11 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 9 added.

The largest buyer was Virtu Financial, opening a new position worth an estimated $2.87M. The largest seller was MD Financial Management, exiting entirely with an estimated $17.6M sold.

  • 49 institutional investors held Invesco DB Oil Fund (DBO) as of Q1 2019, down from 54 in Q4 2018.
  • Funds reported $73.5M of Invesco DB Oil Fund stock for Q1 2019, down 5.4% quarter-over-quarter.
  • 11 funds opened new Invesco DB Oil Fund positions in Q1 2019 and 15 closed out, a net change of -4 holders.
  • The largest Invesco DB Oil Fund buyer in Q1 2019 was Virtu Financial, an estimated $2.87M added.
  • The largest Invesco DB Oil Fund seller in Q1 2019 was MD Financial Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q1 2019.