We are live on ! Find out more
DBO icon

Invesco DB Oil Fund

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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4848 (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)

Holders
48
Holders Change
Holders Change %
0%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
16
Closed
6
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$104K
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1
Prudential plc
United Kingdom
$14M -$980K -97,651 -7%
PI
2
PineBridge Investments
New York
$6.03M
FNC
3
First National Corp
Massachusetts
$5.21M +$1.63M +162,527 +50%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$3.47M -$237K -23,600 -7%
Asset Management One
5
Asset Management One
Japan
$2.99M +$100K +10,000 +4%
Wells Fargo
6
Wells Fargo
California
$2.69M -$2.07M -206,426 -45%
IA
7
IndexIQ Advisors
New York
$2.58M -$1.21M -120,786 -33%
LPL Financial
8
LPL Financial
California
$2.21M +$1.05M +105,041 +103%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.82M -$171 -17 -0%
UBS Group
10
UBS Group
Switzerland
$1.82M +$21.9K +2,182 +1%
HFM
11
Harvest Fund Management
China
$1.6M -$151K -15,000 -8%
Ameriprise
12
Ameriprise
Minnesota
$1.48M -$270K -26,905 -16%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.35M +$1.27M +126,176 New
Jane Street
14
Jane Street
New York
$975K +$918K +91,386 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$925K -$35.5K -3,535 -4%
Morgan Stanley
16
Morgan Stanley
New York
$647K +$128K +12,788 +27%
PSUF
17
People's United Financial
Connecticut
$565K +$4.31K +429 +0.8%
OC
18
Oppenheimer & Co
New York
$549K -$6.92K -689 -1%
EDRH
19
Edmond de Rothschild Holding
Switzerland
$514K
LNC
20
Lincoln National Corp
Pennsylvania
$501K -$813 -81 -0.2%
AAS
21
Avantax Advisory Services
Texas
$407K +$17.8K +1,771 +5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$400K +$2.88K +287 +0.8%
Citadel Advisors
23
Citadel Advisors
Florida
$377K -$232K -23,125 -40%
BRWA
24
B. Riley Wealth Advisors
Florida
$297K
AG
25
Advisor Group
Arizona
$245K -$18K -1,794 -7%

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.