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Invesco CurrencyShares Australian Dollar Trust

35 hedge funds and large institutions have $55.1M invested in Invesco CurrencyShares Australian Dollar Trust in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

27% more capital invested

Capital invested by funds: $43.4M → $55.1M (+$11.7M)

6% more funds holding

Funds holding: 3335 (+2)

4.89% more ownership

Funds ownership: 24.73%29.61% (+4.9%)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

58% less call options, than puts

Call options by funds: $9.18M | Put options by funds: $22M

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
9
Closed
4
Calls
$9.18M
Puts
$22M
Net Calls
-$12.8M
Net Calls Change
+$988K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$16.5M -$12.9K -179 -0.1%
Citigroup
2
Citigroup
New York
$11.3M -$79.3K -1,100 -0.7%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$9.3M +$7.41M +102,839 +418%
VF
4
Virtu Financial
New York
$3.54M +$3.5M +48,516 New
EAM
5
Evanson Asset Management
California
$2.36M +$72 +1 +0%
Morgan Stanley
6
Morgan Stanley
New York
$1.93M -$3.52M -48,788 -65%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.53M -$44.9K -623 -3%
TH
8
Timber Hill
Connecticut
$1.24M +$1.23M +17,030 New
UBS Group
9
UBS Group
Switzerland
$1.06M +$288K +3,994 +38%
LPL Financial
10
LPL Financial
California
$924K +$589K +8,173 +173%
Barclays
11
Barclays
United Kingdom
$798K +$34K +472 +4%
Wells Fargo
12
Wells Fargo
California
$776K -$155K -2,155 -17%
Bank of America
13
Bank of America
North Carolina
$654K +$33.8K +469 +6%
VKH
14
Virtu KCG Holdings
New York
$555K +$248K +3,444 +83%
Walleye Trading
15
Walleye Trading
New York
$389K +$384K +5,325 New
Jane Street
16
Jane Street
New York
$338K +$333K +4,626 New
FIB
17
First Interstate Bank
Montana
$306K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$273K +$17.4K +241 +7%
ID
19
Integral Derivatives
New York
$253K +$249K +3,461 New
Truist Financial
20
Truist Financial
North Carolina
$243K
Group One Trading
21
Group One Trading
Illinois
$197K
Citadel Advisors
22
Citadel Advisors
Florida
$161K -$74.5K -1,034 -32%
Parallax Volatility Advisers
23
Parallax Volatility Advisers
California
$123K +$76.5K +1,062 +171%
GT
24
Glenmede Trust
Pennsylvania
$49K
HCM
25
Highlander Capital Management
New Jersey
$44K

FXA Hedge Fund Activity: Q4 2015 in Review

35 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Australian Dollar Trust (FXA) for Q4 2015, worth a combined $55.1M — up 27% from $43.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FXA positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 9 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $7.41M. The largest seller was Morgan Stanley, cutting an estimated $3.52M.

  • 35 institutional investors held Invesco CurrencyShares Australian Dollar Trust (FXA) as of Q4 2015, up from 33 in Q3 2015.
  • Funds reported $55.1M of Invesco CurrencyShares Australian Dollar Trust stock for Q4 2015, up 27% quarter-over-quarter.
  • 6 funds opened new Invesco CurrencyShares Australian Dollar Trust positions in Q4 2015 and 4 closed out, a net change of +2 holders.
  • The largest Invesco CurrencyShares Australian Dollar Trust buyer in Q4 2015 was Susquehanna International Group, an estimated $7.41M added.
  • The largest Invesco CurrencyShares Australian Dollar Trust seller in Q4 2015 was Morgan Stanley, an estimated $3.52M sold.

Based on aggregated 13F filings for Q4 2015.