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Invesco CurrencyShares Canadian Dollar Trust

33 hedge funds and large institutions have $50.8M invested in Invesco CurrencyShares Canadian Dollar Trust in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 3433 (-1)

10.35% less ownership

Funds ownership: 33.57%23.22% (-10%)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

16% less capital invested

Capital invested by funds: $60.6M → $50.8M (-$9.8M)

35% less call options, than puts

Call options by funds: $6.16M | Put options by funds: $9.4M

73% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 11

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
3
Reduced
11
Closed
8
Calls
$6.16M
Puts
$9.4M
Net Calls
-$3.25M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$23.9M
Morgan Stanley
2
Morgan Stanley
New York
$4.04M -$2.29M -28,358 -36%
Citigroup
3
Citigroup
New York
$3.98M -$526K -6,500 -11%
Goldman Sachs
4
Goldman Sachs
New York
$3.64M +$3.7M +45,767 New
Citadel Advisors
5
Citadel Advisors
Florida
$2.08M +$1.16M +14,283 +121%
UBS Group
6
UBS Group
Switzerland
$1.64M -$83.2K -1,029 -5%
FTIOP
7
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.59M +$1.62M +20,000 New
Wells Fargo
8
Wells Fargo
California
$1.58M -$108K -1,339 -6%
TH
9
Timber Hill
Connecticut
$1.5M -$9.45M -116,755 -86%
EAM
10
Evanson Asset Management
California
$1.37M +$109K +1,348 +8%
AA
11
Ancora Advisors
Ohio
$995K +$1.01M +12,500 New
Bank of America
12
Bank of America
North Carolina
$683K +$9.55K +118 +1%
Stifel Financial
13
Stifel Financial
Missouri
$597K -$9.79K -121 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$564K -$23.1K -285 -4%
ASN
15
Advisory Services Network
Georgia
$408K +$418K +5,163 New
DADC
16
D.A. Davidson & Co
Montana
$385K -$13.4K -166 -3%
WIM
17
Wilen Investment Management
Florida
$332K
Jane Street
18
Jane Street
New York
$315K +$320K +3,957 New
CS
19
Credit Suisse
Switzerland
$298K
Truist Financial
20
Truist Financial
North Carolina
$265K
HCM
21
Highlander Capital Management
New Jersey
$175K -$24.3K -300 -12%
BCM
22
Brookstone Capital Management
Illinois
$139K +$141K +1,745 New
BCMIO
23
Beacon Capital Management Inc (Ohio)
Ohio
$102K
FMII
24
Farmers & Merchants Investments Inc
Nebraska
$72K
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$44K -$3.72K -46 -8%

FXC Hedge Fund Activity: Q2 2015 in Review

33 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Canadian Dollar Trust (FXC) for Q2 2015, worth a combined $50.8M — down 16% from $60.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FXC and 7 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 3 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $3.7M. The largest seller was Timber Hill, cutting an estimated $9.45M.

  • 33 institutional investors held Invesco CurrencyShares Canadian Dollar Trust (FXC) as of Q2 2015, down from 34 in Q1 2015.
  • Funds reported $50.8M of Invesco CurrencyShares Canadian Dollar Trust stock for Q2 2015, down 16% quarter-over-quarter.
  • 7 funds opened new Invesco CurrencyShares Canadian Dollar Trust positions in Q2 2015 and 8 closed out, a net change of -1 holder.
  • The largest Invesco CurrencyShares Canadian Dollar Trust buyer in Q2 2015 was Goldman Sachs, an estimated $3.7M added.
  • The largest Invesco CurrencyShares Canadian Dollar Trust seller in Q2 2015 was Timber Hill, an estimated $9.45M sold.

Based on aggregated 13F filings for Q2 2015.