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Invesco DB Precious Metals Fund

39 hedge funds and large institutions have $74.9M invested in Invesco DB Precious Metals Fund in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $76.1M → $74.9M (-$1.19M)

2.86% less ownership

Funds ownership: 42.21%39.35% (-2.9%)

5% less funds holding

Funds holding: 4139 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

70% less call options, than puts

Call options by funds: $147K | Put options by funds: $488K

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
18
Reduced
10
Closed
5
Calls
$147K
Puts
$488K
Net Calls
-$341K
Net Calls Change
-$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$47.7M -$1.05M -24,900 -2%
VF
2
Virtu Financial
New York
$6.02M +$4.04M +96,317 +196%
Morgan Stanley
3
Morgan Stanley
New York
$5.73M +$1.47M +35,069 +34%
PAS
4
Partnervest Advisory Services
California
$3.75M +$2.67M +63,689 +235%
Wells Fargo
5
Wells Fargo
California
$1.92M +$70.3K +1,673 +4%
BA
6
Boston Advisors
Massachusetts
$1.49M +$177K +4,212 +13%
RBC
7
Ronald Blue & Co
Georgia
$1.33M -$12.4M -295,618 -90%
MCM
8
Murphy Capital Management
New Jersey
$950K +$168K +4,000 +21%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$889K -$3.9K -93 -0.4%
U
10
UBS
Switzerland
$872K -$239K -5,690 -21%
B
11
Baird
Wisconsin
$653K +$66.8K +1,590 +11%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$589K -$40.1K -955 -6%
LPL Financial
13
LPL Financial
California
$395K +$24.9K +593 +7%
SI
14
Stephens Inc
Arkansas
$375K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$342K +$35.9K +856 +12%
PAG
16
Private Advisor Group
New Jersey
$306K +$21K +500 +7%
Jane Street
17
Jane Street
New York
$263K -$327K -7,785 -55%
AssetMark Inc
18
AssetMark Inc
California
$251K +$255K +6,075 New
AIG
19
American International Group
New York
$214K +$45.2K +1,077 +26%
MCM
20
Manchester Capital Management
Vermont
$181K +$86.1K +2,050 +88%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$128K -$4.12K -98 -3%
Ameriprise
22
Ameriprise
Minnesota
$116K -$378 -9 -0.3%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$101K
CAL
24
Capital Advisors Ltd
Ohio
$100K
Citigroup
25
Citigroup
New York
$71K +$3.32K +79 +5%

DBP Hedge Fund Activity: Q1 2014 in Review

39 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Precious Metals Fund (DBP) for Q1 2014, worth a combined $74.9M — down 1.6% from $76.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DBP and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 18 added.

The largest buyer was Virtu Financial, adding an estimated $4.04M. The largest seller was Ronald Blue & Co, cutting an estimated $12.4M.

  • 39 institutional investors held Invesco DB Precious Metals Fund (DBP) as of Q1 2014, down from 41 in Q4 2013.
  • Funds reported $74.9M of Invesco DB Precious Metals Fund stock for Q1 2014, down 1.6% quarter-over-quarter.
  • 3 funds opened new Invesco DB Precious Metals Fund positions in Q1 2014 and 5 closed out, a net change of -2 holders.
  • The largest Invesco DB Precious Metals Fund buyer in Q1 2014 was Virtu Financial, an estimated $4.04M added.
  • The largest Invesco DB Precious Metals Fund seller in Q1 2014 was Ronald Blue & Co, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2014.