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Invesco CurrencyShares British Pound Sterling Trust

16 hedge funds and large institutions have $27.4M invested in Invesco CurrencyShares British Pound Sterling Trust in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% less funds holding

Funds holding: 2216 (-6)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

40% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $23.5M

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

71.39% less ownership

Funds ownership: 117.02%45.63% (-71%)

72% less capital invested

Capital invested by funds: $96.6M → $27.4M (-$69.2M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
16
Holders Change
-6
Holders Change %
-27.27%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
5
Reduced
7
Closed
8
Calls
$14.2M
Puts
$23.5M
Net Calls
-$9.29M
Net Calls Change
+$95.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$13M -$1.06M -6,891 -8%
TH
2
Timber Hill
Connecticut
$7.08M -$13M -84,673 -66%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.81M -$4.75M -31,003 -73%
Bank of America
4
Bank of America
North Carolina
$1.59M +$1.44M +9,393 +1,662%
Citigroup
5
Citigroup
New York
$1.35M -$16.7M -109,300 -93%
JT
6
Jump Trading
Illinois
$909K +$624K +4,072 +252%
Morgan Stanley
7
Morgan Stanley
New York
$771K +$32.8K +214 +5%
KFC
8
Klingenstein Fields & Co
New York
$447K
U
9
UBS
Switzerland
$166K +$76.6K +500 +93%
Parallax Volatility Advisers
10
Parallax Volatility Advisers
California
$138K +$132K +863 New
Wells Fargo
11
Wells Fargo
California
$76K -$465K -3,037 -86%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$50K +$1.69K +11 +4%
OFG
13
OTA Financial Group
New York
$1.76K +$1.69M +11,013 New
AIG
14
American International Group
New York
$958 -$153 -1 -14%
JP Morgan Chase
15
JP Morgan Chase
New York
-$22.5M -150,000 Closed
VF
16
Virtu Financial
New York
-$9.28M -61,805 Closed
BIT
17
BlackRock Institutional Trust
California
-$1.91M -12,700 Closed
OL
18
Orbitronix LP
California
-$1.5M -10,000 Closed
CCMG
19
Clark Capital Management Group
Pennsylvania
-$1.05M -6,980 Closed
CS
20
Credit Suisse
Switzerland
-$225K -1,499 Closed
Two Sigma Advisers
21
Two Sigma Advisers
New York
-$218K -1,454 Closed
LTFS
22
Ladenburg Thalmann Financial Services
Florida
-$9.96K -65 -98%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
-$4K -25 Closed
WA
24
WFG Advisors
Texas
+$153 +1 New

FXB Hedge Fund Activity: Q3 2013 in Review

16 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares British Pound Sterling Trust (FXB) for Q3 2013, worth a combined $27.4M — down 72% from $96.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FXB and 3 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 5 added.

The largest buyer was OTA Financial Group, opening a new position worth an estimated $1.69M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $22.5M sold.

  • 16 institutional investors held Invesco CurrencyShares British Pound Sterling Trust (FXB) as of Q3 2013, down from 22 in Q2 2013.
  • Funds reported $27.4M of Invesco CurrencyShares British Pound Sterling Trust stock for Q3 2013, down 72% quarter-over-quarter.
  • 3 funds opened new Invesco CurrencyShares British Pound Sterling Trust positions in Q3 2013 and 8 closed out, a net change of -5 holders.
  • The largest Invesco CurrencyShares British Pound Sterling Trust buyer in Q3 2013 was OTA Financial Group, an estimated $1.69M added.
  • The largest Invesco CurrencyShares British Pound Sterling Trust seller in Q3 2013 was JP Morgan Chase, an estimated $22.5M sold.

Based on aggregated 13F filings for Q3 2013.