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Invesco CurrencyShares Euro Currency Trust

40 hedge funds and large institutions have $685M invested in Invesco CurrencyShares Euro Currency Trust in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

101.29% more ownership

Funds ownership: 183.02%284.31% (+101%)

2% more capital invested

Capital invested by funds: $673M → $685M (+$12.5M)

5% less funds holding

Funds holding: 4240 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

60% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 15

69% less call options, than puts

Call options by funds: $159M | Put options by funds: $507M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
6
Reduced
15
Closed
9
Calls
$159M
Puts
$507M
Net Calls
-$348M
Net Calls Change
-$228M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$207M -$1.13M -8,627 -0.6%
Citigroup
2
Citigroup
New York
$164M +$20.4M +155,277 +14%
JP Morgan Chase
3
JP Morgan Chase
New York
$90.3M
Goldman Sachs
4
Goldman Sachs
New York
$82.6M +$2.05M +15,599 +3%
CS
5
Credit Suisse
Switzerland
$24.6M -$8.3M -63,241 -26%
HT
6
HAP Trading
New York
$15.4M +$15.1M +114,713 New
LCM
7
Lakewood Capital Management
New York
$12.1M
Bank of America
8
Bank of America
North Carolina
$11.4M -$184K -1,402 -2%
TH
9
Timber Hill
Connecticut
$10.6M +$4.44M +33,794 +75%
Jane Street
10
Jane Street
New York
$10.5M +$10.3M +78,306 New
LPL Financial
11
LPL Financial
California
$10.4M -$3.25M -24,738 -24%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$8.03M -$1.09M -8,336 -12%
SG Americas Securities
13
SG Americas Securities
New York
$6.7M
QA
14
Quantitative Advantage
Minnesota
$6.62M -$1.21M -9,180 -16%
Wells Fargo
15
Wells Fargo
California
$3.5M -$742K -5,651 -18%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.35M -$32.9M -250,400 -91%
IA
17
IndexIQ Advisors
New York
$2.87M +$12.1K +92 +0.4%
VKH
18
Virtu KCG Holdings
New York
$2.42M +$2.38M +18,115 New
VF
19
Virtu Financial
New York
$2.23M +$2.18M +16,635 New
RNS
20
Robert N. Shapiro
$2.13M
U
21
UBS
Switzerland
$1.73M -$140K -1,063 -8%
CMP
22
Courage Miller Partners
Virginia
$949K
GWI
23
Grace & White Inc
New York
$924K
Deutsche Bank
24
Deutsche Bank
Germany
$863K -$404K -3,074 -32%
1IC
25
1919 Investment Counsel
Maryland
$758K -$4.99K -38 -0.7%

FXE Hedge Fund Activity: Q3 2013 in Review

40 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Euro Currency Trust (FXE) for Q3 2013, worth a combined $685M — up 1.9% from $673M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FXE and 8 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 6 added.

The largest buyer was Citigroup, adding an estimated $20.4M. The largest seller was Royal Bank of Canada, cutting an estimated $32.9M.

  • 40 institutional investors held Invesco CurrencyShares Euro Currency Trust (FXE) as of Q3 2013, down from 42 in Q2 2013.
  • Funds reported $685M of Invesco CurrencyShares Euro Currency Trust stock for Q3 2013, up 1.9% quarter-over-quarter.
  • 8 funds opened new Invesco CurrencyShares Euro Currency Trust positions in Q3 2013 and 9 closed out, a net change of -1 holder.
  • The largest Invesco CurrencyShares Euro Currency Trust buyer in Q3 2013 was Citigroup, an estimated $20.4M added.
  • The largest Invesco CurrencyShares Euro Currency Trust seller in Q3 2013 was Royal Bank of Canada, an estimated $32.9M sold.

Based on aggregated 13F filings for Q3 2013.