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iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036

150 hedge funds and large institutions have $585M invested in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 49 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

44% more capital invested

Capital invested by funds: $406M → $585M (+$179M)

13% more funds holding

Funds holding: 133150 (+17)

9.79% more ownership

Funds ownership: 52.92%62.7% (+9.8%)

6% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 52

Holders
150
Holders Change
+17
Holders Change %
+12.78%
% of All Funds
3.4%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.2%
New
32
Increased
49
Reduced
52
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$161M +$57.6M +2,433,119 +58%
Allianz Asset Management
2
Allianz Asset Management
Germany
$49.1M +$23.1M +977,317 +95%
US Bancorp
3
US Bancorp
Minnesota
$27.1M +$1.36M +57,236 +5%
State Street
4
State Street
Massachusetts
$21.9M -$193K -8,149 -0.9%
JCM
5
Janney Capital Management
Pennsylvania
$21.5M +$20.9M +881,995 New
FA
6
FDx Advisors
Illinois
$19.4M +$7.17M +302,832 +62%
Wells Fargo
7
Wells Fargo
California
$17.8M -$499K -21,057 -3%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$17.5M +$2.81M +118,482 +20%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$16.2M +$6.32M +267,054 +67%
MG
10
McCutchen Group
Washington
$15.2M -$600K -25,350 -4%
WPW
11
Waldron Private Wealth
Pennsylvania
$11.8M +$1.95M +82,347 +21%
FAAS
12
First Allied Advisory Services
California
$8.76M +$7.67M +323,876 +931%
BlackRock
13
BlackRock
New York
$8.64M +$640K +27,020 +8%
FWM
14
FFT Wealth Management
Pennsylvania
$8.45M +$40.6K +1,713 +0.5%
CM
15
Columbus Macro
Pennsylvania
$8.03M +$7.78M +328,742 New
DCM
16
Dimension Capital Management
Florida
$7.71M +$1.04M +43,989 +16%
BCI
17
Brinker Capital Investments
Pennsylvania
$7.7M -$268K -11,331 -3%
Northern Trust
18
Northern Trust
Illinois
$7.68M +$1.09M +46,224 +17%
LPL Financial
19
LPL Financial
California
$7.1M +$203K +8,574 +3%
FA
20
Forefront Analytics
Pennsylvania
$6.87M +$6.66M +281,444 New
Asset Management One
21
Asset Management One
Japan
$6.46M +$253K +10,670 +4%
VM
22
VPR Management
Texas
$5.82M -$1.51M -63,680 -21%
CAL
23
Capital Analysts LLC
Pennsylvania
$5.43M +$82.3K +3,478 +2%
SG Americas Securities
24
SG Americas Securities
New York
$4.86M
BC
25
Brinker Capital
Pennsylvania
$4.76M +$1.12M +47,102 +32%

DJP Hedge Fund Activity: Q4 2017 in Review

150 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) for Q4 2017, worth a combined $585M — up 44% from $406M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DJP positions and 15 closed out — a net gain of 17 holders — while 49 added to existing stakes and 52 trimmed.

The largest buyer was Ameriprise, adding an estimated $57.6M. The largest seller was Morgan Stanley, cutting an estimated $3.73M.

  • 150 institutional investors held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) as of Q4 2017, up from 133 in Q3 2017.
  • Funds reported $585M of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 stock for Q4 2017, up 44% quarter-over-quarter.
  • 32 funds opened new iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 positions in Q4 2017 and 15 closed out, a net change of +17 holders.
  • The largest iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 buyer in Q4 2017 was Ameriprise, an estimated $57.6M added.
  • The largest iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 seller in Q4 2017 was Morgan Stanley, an estimated $3.73M sold.

Based on aggregated 13F filings for Q4 2017.