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Invesco CurrencyShares Australian Dollar Trust

50 hedge funds and large institutions have $198M invested in Invesco CurrencyShares Australian Dollar Trust in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% less funds holding

Funds holding: 6150 (-11)

21.59% less ownership

Funds ownership: 65.74%44.15% (-22%)

23% less call options, than puts

Call options by funds: $75.3M | Put options by funds: $97.5M

28% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 18

32% less capital invested

Capital invested by funds: $292M → $198M (-$94M)

53% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 17

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
50
Holders Change
-11
Holders Change %
-18.03%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
13
Reduced
18
Closed
17
Calls
$75.3M
Puts
$97.5M
Net Calls
-$22.1M
Net Calls Change
-$28.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$51.6M +$27.6M +300,700 +119%
Goldman Sachs
2
Goldman Sachs
New York
$47.4M -$4.51M -49,123 -9%
Morgan Stanley
3
Morgan Stanley
New York
$23.8M -$55.5M -605,283 -70%
JP Morgan Chase
4
JP Morgan Chase
New York
$23.4M -$18.3K -200 -0.1%
TH
5
Timber Hill
Connecticut
$7.78M -$39.4M -429,078 -84%
RCP
6
Rothschild Capital Partners
New York
$6.46M +$6.35M +69,200 New
Bank of America
7
Bank of America
North Carolina
$6.45M -$155K -1,693 -2%
CS
8
Credit Suisse
Switzerland
$4.74M -$87.5K -954 -2%
Comerica Bank
9
Comerica Bank
Texas
$3.32M +$3.26M +35,549 New
Wells Fargo
10
Wells Fargo
California
$3.01M -$3.97M -43,239 -57%
ST
11
Spot Trading
Illinois
$2.73M +$543K +5,915 +25%
JT
12
Jump Trading
Illinois
$2.24M +$2.2M +23,956 New
JG
13
Jefferies Group
New York
$2.21M +$1.72M +18,774 +383%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.9M +$594K +6,480 +47%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.64M -$2.75M -29,947 -63%
U
16
UBS
Switzerland
$1.46M +$417K +4,543 +41%
BWFA
17
Baltimore-Washington Financial Advisors
Maryland
$1.1M +$238K +2,590 +28%
WBG
18
Wharton Business Group
Pennsylvania
$726K -$14.6M -158,745 -95%
UCFA
19
United Capital Financial Advisors
Texas
$635K -$15.4K -168 -2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$602K -$13.3K -145 -2%
Walleye Trading
21
Walleye Trading
New York
$590K +$440K +4,800 +316%
IAM
22
Impax Asset Management
New Hampshire
$561K
ABC
23
Associated Banc-Corp
Wisconsin
$448K
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$372K -$50.2K -547 -12%
LPL Financial
25
LPL Financial
California
$368K -$14.7K -160 -4%

FXA Hedge Fund Activity: Q3 2013 in Review

50 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Australian Dollar Trust (FXA) for Q3 2013, worth a combined $198M — down 32% from $292M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FXA and 8 opened new positions — a net loss of 9 holders — while 18 trimmed existing stakes and 13 added.

The largest buyer was Citigroup, adding an estimated $27.6M. The largest seller was Morgan Stanley, cutting an estimated $55.5M.

  • 50 institutional investors held Invesco CurrencyShares Australian Dollar Trust (FXA) as of Q3 2013, down from 61 in Q2 2013.
  • Funds reported $198M of Invesco CurrencyShares Australian Dollar Trust stock for Q3 2013, down 32% quarter-over-quarter.
  • 8 funds opened new Invesco CurrencyShares Australian Dollar Trust positions in Q3 2013 and 17 closed out, a net change of -9 holders.
  • The largest Invesco CurrencyShares Australian Dollar Trust buyer in Q3 2013 was Citigroup, an estimated $27.6M added.
  • The largest Invesco CurrencyShares Australian Dollar Trust seller in Q3 2013 was Morgan Stanley, an estimated $55.5M sold.

Based on aggregated 13F filings for Q3 2013.