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iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036

135 hedge funds and large institutions have $347M invested in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

3% less funds holding

Funds holding: 139135 (-4)

12.08% less ownership

Funds ownership: 58.76%46.68% (-12%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

34% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 59

41% less capital invested

Capital invested by funds: $587M → $347M (-$241M)

Holders
135
Holders Change
-4
Holders Change %
-2.88%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
22
Increased
39
Reduced
59
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSWM
26
Boston Standard Wealth Management
Massachusetts
$3.71M -$530K -25,341 -13%
Allianz Asset Management
27
Allianz Asset Management
Germany
$3.44M +$2.09K +100 +0.1%
RBC
28
Ronald Blue & Co
Georgia
$3.37M -$14.8M -707,435 -82%
JP Morgan Chase
29
JP Morgan Chase
New York
$3.28M +$1.03M +49,356 +48%
VV
30
Valentine Ventures
Oregon
$3.13M +$1.22M +58,602 +68%
ACM
31
Aviance Capital Management
Florida
$2.99M +$1.66M +79,380 +133%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$2.96M +$2.88M +137,655 New
State Street
33
State Street
Massachusetts
$2.79M +$2.1M +100,660 +347%
USAA
34
United Services Automobile Association
Texas
$2.78M +$297K +14,208 +12%
WI
35
WrapManager Inc
California
$2.57M +$539K +25,794 +28%
VKH
36
Virtu KCG Holdings
New York
$2.35M +$2.28M +109,249 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.21M -$27.9K -1,333 -1%
AWM
38
AllSquare Wealth Management
New York
$2.14M -$1.7M -81,258 -45%
IFS
39
Ifrah Financial Services
Arkansas
$1.96M +$167K +7,973 +10%
BBA
40
BLB&B Advisors
Pennsylvania
$1.93M +$215K +10,277 +13%
V
41
Veritable
Delaware
$1.9M +$1.85M +88,406 New
CIR
42
Clear Investment Research
Georgia
$1.86M +$20.9K +1,000 +1%
MIS
43
Morningstar Investment Services
Illinois
$1.85M +$1.8M +86,272 New
AA
44
Alesco Advisors
New York
$1.69M -$8.86M -424,099 -84%
CB
45
Commerce Bank
Missouri
$1.68M -$694K -33,193 -30%
PCTC
46
Perkins Coie Trust Company
Washington
$1.68M +$124K +5,942 +8%
AMM
47
American Money Management
California
$1.66M -$326K -15,603 -17%
PFBT
48
Parkside Financial Bank & Trust
Missouri
$1.63M -$793K -37,956 -33%
PAMU
49
Pictet Asset Management (UK)
United Kingdom
$1.45M
RT
50
Rockland Trust
Massachusetts
$1.44M -$2.59M -123,815 -65%

DJP Hedge Fund Activity: Q1 2016 in Review

135 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) for Q1 2016, worth a combined $347M — down 41% from $587M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of DJP and 22 opened new positions — a net loss of 2 holders — while 59 trimmed existing stakes and 39 added.

The largest buyer was Ameriprise, adding an estimated $15.1M. The largest seller was Wells Fargo, cutting an estimated $152M.

  • 135 institutional investors held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) as of Q1 2016, down from 139 in Q4 2015.
  • Funds reported $347M of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 stock for Q1 2016, down 41% quarter-over-quarter.
  • 22 funds opened new iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 positions in Q1 2016 and 24 closed out, a net change of -2 holders.
  • The largest iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 buyer in Q1 2016 was Ameriprise, an estimated $15.1M added.
  • The largest iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 seller in Q1 2016 was Wells Fargo, an estimated $152M sold.

Based on aggregated 13F filings for Q1 2016.