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Invesco CurrencyShares Australian Dollar Trust

44 hedge funds and large institutions have $83.6M invested in Invesco CurrencyShares Australian Dollar Trust in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $23M | Put options by funds: $16.5M

12.82% less ownership

Funds ownership: 45.14%32.32% (-13%)

17% less funds holding

Funds holding: 5344 (-9)

38% less capital invested

Capital invested by funds: $134M → $83.6M (-$50.6M)

59% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 17

64% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 14

Holders
44
Holders Change
-9
Holders Change %
-16.98%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
17
Closed
14
Calls
$23M
Puts
$16.5M
Net Calls
+$6.43M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$17.9M -$993K -10,733 -5%
Goldman Sachs
2
Goldman Sachs
New York
$13.9M +$212K +2,288 +1%
JP Morgan Chase
3
JP Morgan Chase
New York
$13.2M -$14.3K -155 -0.1%
Morgan Stanley
4
Morgan Stanley
New York
$8.38M -$1.4M -15,160 -14%
Deutsche Bank
5
Deutsche Bank
Germany
$5.76M +$2.02M +21,862 +50%
CS
6
Credit Suisse
Switzerland
$4.43M
EAM
7
Evanson Asset Management
California
$3.27M +$93 +1 +0%
Wells Fargo
8
Wells Fargo
California
$2.06M -$403K -4,359 -16%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.9M +$371K +4,009 +23%
VF
10
Virtu Financial
New York
$1.77M -$2.68M -28,943 -59%
Bank of America
11
Bank of America
North Carolina
$1.68M -$433K -4,678 -20%
LG
12
Leuthold Group
Minnesota
$1.64M +$1.73M +18,649 New
TH
13
Timber Hill
Connecticut
$1.43M -$422K -4,561 -22%
U
14
UBS
Switzerland
$1.39M -$147K -1,591 -9%
BWFA
15
Baltimore-Washington Financial Advisors
Maryland
$907K -$211K -2,285 -18%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$781K -$10.8M -116,815 -93%
KIA
17
KCM Investment Advisors
California
$445K
Citadel Advisors
18
Citadel Advisors
Florida
$411K +$236K +2,554 +119%
JT
19
Jump Trading
Illinois
$351K +$370K +3,999 New
Truist Financial
20
Truist Financial
North Carolina
$292K
Barclays
21
Barclays
United Kingdom
$269K -$5.4M -58,309 -95%
GAM
22
Gemmer Asset Management
California
$245K -$45.6K -493 -15%
BCMIO
23
Beacon Capital Management Inc (Ohio)
Ohio
$242K
ST
24
Spot Trading
Illinois
$202K
GT
25
Glenmede Trust
Pennsylvania
$113K +$17.6K +190 +17%

FXA Hedge Fund Activity: Q3 2014 in Review

44 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Australian Dollar Trust (FXA) for Q3 2014, worth a combined $83.6M — down 38% from $134M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of FXA and 5 opened new positions — a net loss of 9 holders — while 17 trimmed existing stakes and 7 added.

The largest buyer was Deutsche Bank, adding an estimated $2.02M. The largest seller was Susquehanna International Group, cutting an estimated $10.8M.

  • 44 institutional investors held Invesco CurrencyShares Australian Dollar Trust (FXA) as of Q3 2014, down from 53 in Q2 2014.
  • Funds reported $83.6M of Invesco CurrencyShares Australian Dollar Trust stock for Q3 2014, down 38% quarter-over-quarter.
  • 5 funds opened new Invesco CurrencyShares Australian Dollar Trust positions in Q3 2014 and 14 closed out, a net change of -9 holders.
  • The largest Invesco CurrencyShares Australian Dollar Trust buyer in Q3 2014 was Deutsche Bank, an estimated $2.02M added.
  • The largest Invesco CurrencyShares Australian Dollar Trust seller in Q3 2014 was Susquehanna International Group, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2014.