We are live on ! Find out more
FXA icon

Invesco CurrencyShares Australian Dollar Trust

49 hedge funds and large institutions have $134M invested in Invesco CurrencyShares Australian Dollar Trust in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 5049 (-1)

8.09% less ownership

Funds ownership: 44.15%36.06% (-8.1%)

32% less capital invested

Capital invested by funds: $198M → $134M (-$64.2M)

59% less call options, than puts

Call options by funds: $21.1M | Put options by funds: $52M

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
12
Reduced
11
Closed
16
Calls
$21.1M
Puts
$52M
Net Calls
-$30.9M
Net Calls Change
-$8.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$29.2M -$16.8M -181,352 -36%
JP Morgan Chase
2
JP Morgan Chase
New York
$22.4M
Citigroup
3
Citigroup
New York
$18.5M -$32.1M -345,958 -63%
VKH
4
Virtu KCG Holdings
New York
$12.1M +$12.6M +135,419 New
Morgan Stanley
5
Morgan Stanley
New York
$9.62M -$13.6M -146,686 -58%
CS
6
Credit Suisse
Switzerland
$4.52M -$21K -226 -0.4%
AGA
7
Accuvest Global Advisors
Utah
$3.87M +$4.02M +43,310 New
Bank of America
8
Bank of America
North Carolina
$3.73M -$2.53M -27,247 -39%
VF
9
Virtu Financial
New York
$3.6M +$3.74M +40,306 New
TH
10
Timber Hill
Connecticut
$3.49M -$4.11M -44,304 -53%
EAM
11
Evanson Asset Management
California
$3.31M +$3.44M +37,009 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.14M +$1.63M +17,565 +100%
Wells Fargo
13
Wells Fargo
California
$3.1M +$229K +2,461 +8%
U
14
UBS
Switzerland
$2.04M +$669K +7,204 +46%
Barclays
15
Barclays
United Kingdom
$2.04M +$1.81M +19,519 +582%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.6M -$223K -2,396 -12%
BWFA
17
Baltimore-Washington Financial Advisors
Maryland
$1.14M +$85.4K +920 +8%
Walleye Trading
18
Walleye Trading
New York
$864K +$311K +3,344 +53%
BCMIO
19
Beacon Capital Management Inc (Ohio)
Ohio
$791K +$822K +8,850 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$689K +$117K +1,260 +20%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$439K +$85.9K +925 +23%
ABC
22
Associated Banc-Corp
Wisconsin
$429K
WBG
23
Wharton Business Group
Pennsylvania
$393K -$313K -3,374 -43%
CA
24
Cetera Advisors
Colorado
$331K +$345K +3,718 New
Northern Trust
25
Northern Trust
Illinois
$300K +$312K +3,360 New

FXA Hedge Fund Activity: Q4 2013 in Review

49 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Australian Dollar Trust (FXA) for Q4 2013, worth a combined $134M — down 32% from $198M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FXA and 15 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 12 added.

The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $12.6M. The largest seller was Citigroup, cutting an estimated $32.1M.

  • 49 institutional investors held Invesco CurrencyShares Australian Dollar Trust (FXA) as of Q4 2013, down from 50 in Q3 2013.
  • Funds reported $134M of Invesco CurrencyShares Australian Dollar Trust stock for Q4 2013, down 32% quarter-over-quarter.
  • 15 funds opened new Invesco CurrencyShares Australian Dollar Trust positions in Q4 2013 and 16 closed out, a net change of -1 holder.
  • The largest Invesco CurrencyShares Australian Dollar Trust buyer in Q4 2013 was Virtu KCG Holdings, an estimated $12.6M added.
  • The largest Invesco CurrencyShares Australian Dollar Trust seller in Q4 2013 was Citigroup, an estimated $32.1M sold.

Based on aggregated 13F filings for Q4 2013.