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Invesco CurrencyShares Canadian Dollar Trust

42 hedge funds and large institutions have $50.2M invested in Invesco CurrencyShares Canadian Dollar Trust in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.08% less ownership

Funds ownership: 24.97%19.88% (-5.1%)

7% less funds holding

Funds holding: 4542 (-3)

22% less capital invested

Capital invested by funds: $64.3M → $50.2M (-$14.1M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

53% less call options, than puts

Call options by funds: $14.7M | Put options by funds: $31.5M

Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
7
Reduced
13
Closed
7
Calls
$14.7M
Puts
$31.5M
Net Calls
-$16.8M
Net Calls Change
+$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
26
Baker Ellis Asset Management
Washington
$115K -$17.5K -200 -13%
BCMIO
27
Beacon Capital Management Inc (Ohio)
Ohio
$109K
AIG
28
American International Group
New York
$93.8K -$31.2K -356 -25%
PFG
29
Pacific Financial Group
Washington
$83K +$85.3K +974 New
FMII
30
Farmers & Merchants Investments Inc
Nebraska
$77K
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$51K +$13.1K +150 +34%
LFR
32
Lehman Financial Resources
Pennsylvania
$45K
KT
33
Kanaly Trust
Texas
$44K
TSW
34
Thompson Siegel & Walmsley
Virginia
$43K
DOA
35
D'Orazio & Associates
Virginia
$20K
Deutsche Bank
36
Deutsche Bank
Germany
$17K
GT
37
Glenmede Trust
Pennsylvania
$17K
MFS
38
MSI Financial Services
Massachusetts
$16K
FCCM
39
First City Capital Management
Georgia
$10.7K
WTC
40
WhitTier Trust Company
Nevada
$9K
WA
41
WFG Advisors
Texas
$5K
KIA
42
KCM Investment Advisors
California
-$430K -4,840 Closed
CP
43
Camelot Portfolios
Ohio
-$275K -3,100 Closed
Parallax Volatility Advisers
44
Parallax Volatility Advisers
California
-$101K -1,158 -100%
Walleye Trading
45
Walleye Trading
New York
-$51K -577 Closed
MHS
46
M Holdings Securities
Oregon
-$44K -501 Closed
NFG
47
Next Financial Group
Texas
-$41K -460 Closed
Barclays
48
Barclays
United Kingdom
-$9.72K -111 Closed
HRIA
49
Haberer Registered Investment Advisor
Ohio
-$4K -50 Closed

FXC Hedge Fund Activity: Q4 2014 in Review

42 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Canadian Dollar Trust (FXC) for Q4 2014, worth a combined $50.2M — down 22% from $64.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FXC and 5 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 7 added.

The largest buyer was Goldman Sachs, adding an estimated $3.57M. The largest seller was Citigroup, cutting an estimated $13.2M.

  • 42 institutional investors held Invesco CurrencyShares Canadian Dollar Trust (FXC) as of Q4 2014, down from 45 in Q3 2014.
  • Funds reported $50.2M of Invesco CurrencyShares Canadian Dollar Trust stock for Q4 2014, down 22% quarter-over-quarter.
  • 5 funds opened new Invesco CurrencyShares Canadian Dollar Trust positions in Q4 2014 and 7 closed out, a net change of -2 holders.
  • The largest Invesco CurrencyShares Canadian Dollar Trust buyer in Q4 2014 was Goldman Sachs, an estimated $3.57M added.
  • The largest Invesco CurrencyShares Canadian Dollar Trust seller in Q4 2014 was Citigroup, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2014.