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Invesco CurrencyShares Euro Currency Trust

39 hedge funds and large institutions have $398M invested in Invesco CurrencyShares Euro Currency Trust in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

31.25% more ownership

Funds ownership: 168.13%199.38% (+31%)

8% more capital invested

Capital invested by funds: $368M → $398M (+$29.9M)

0% more funds holding

Funds holding: 3939 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

26% less call options, than puts

Call options by funds: $627M | Put options by funds: $843M

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
15
Reduced
7
Closed
9
Calls
$627M
Puts
$843M
Net Calls
-$216M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$75.3M +$48.2M +459,265 +166%
TH
2
Timber Hill
Connecticut
$70.9M -$33.9M -322,849 -32%
Citigroup
3
Citigroup
New York
$51.8M -$26.2M -249,504 -33%
Bank of America
4
Bank of America
North Carolina
$49.4M +$35.9M +342,665 +244%
Goldman Sachs
5
Goldman Sachs
New York
$39.5M -$5.37M -51,247 -12%
Jane Street
6
Jane Street
New York
$22.3M +$20.5M +195,052 +838%
N
7
Natixis
France
$17M
JP Morgan Chase
8
JP Morgan Chase
New York
$10.4M +$10.6M +101,276 New
CG
9
Cutler Group
California
$7.8M +$6.73M +64,166 +529%
HAM
10
Harber Asset Management
North Carolina
$7.54M +$1.4M +13,371 +22%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$6.71M +$6.83M +65,150 New
Wolverine Trading
12
Wolverine Trading
Illinois
$6.44M +$2.91M +27,728 +79%
Wells Fargo
13
Wells Fargo
California
$5.6M +$4.87M +46,465 +561%
HSA
14
Hussman Strategic Advisors
Maryland
$5.11M +$5.14M +49,000 +4,900%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$4.55M
VF
16
Virtu Financial
New York
$4.02M +$4.12M +39,311 New
Group One Trading
17
Group One Trading
Illinois
$2.78M +$2.05M +19,500 +253%
UBS Group
18
UBS Group
Switzerland
$1.53M +$989K +9,428 +171%
VKH
19
Virtu KCG Holdings
New York
$1.43M +$1.47M +14,024 New
Barclays
20
Barclays
United Kingdom
$1.33M +$1.33M +12,665 +4,099%
Axa
21
Axa
France
$1.26M +$1.29M +12,342 New
Stifel Financial
22
Stifel Financial
Missouri
$1.15M +$760K +7,250 +182%
Citadel Advisors
23
Citadel Advisors
Florida
$980K +$1.01M +9,586 New
SJIC
24
St. James Investment Company
Texas
$652K -$57.2K -545 -8%
GWI
25
Grace & White Inc
New York
$603K

FXE Hedge Fund Activity: Q4 2016 in Review

39 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Euro Currency Trust (FXE) for Q4 2016, worth a combined $398M — up 8.1% from $368M a quarter earlier.

Fund positioning in FXE was balanced in Q4 2016: 9 funds opened new positions, 9 closed out, 15 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $48.2M. The largest seller was Timber Hill, cutting an estimated $33.9M.

  • 39 institutional investors held Invesco CurrencyShares Euro Currency Trust (FXE) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $398M of Invesco CurrencyShares Euro Currency Trust stock for Q4 2016, up 8.1% quarter-over-quarter.
  • 9 funds opened new Invesco CurrencyShares Euro Currency Trust positions in Q4 2016 and 9 closed out, a net change of 0 holders.
  • The largest Invesco CurrencyShares Euro Currency Trust buyer in Q4 2016 was Morgan Stanley, an estimated $48.2M added.
  • The largest Invesco CurrencyShares Euro Currency Trust seller in Q4 2016 was Timber Hill, an estimated $33.9M sold.

Based on aggregated 13F filings for Q4 2016.