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Invesco CurrencyShares Japanese Yen Trust

46 hedge funds and large institutions have $230M invested in Invesco CurrencyShares Japanese Yen Trust in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

64.59% more ownership

Funds ownership: 93.97%158.56% (+65%)

12% less capital invested

Capital invested by funds: $263M → $230M (-$32.8M)

15% less funds holding

Funds holding: 5446 (-8)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

30% less call options, than puts

Call options by funds: $227M | Put options by funds: $325M

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
46
Holders Change
-8
Holders Change %
-14.81%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
15
Reduced
19
Closed
17
Calls
$227M
Puts
$325M
Net Calls
-$97.6M
Net Calls Change
+$4.31M
Name Holding Trade Value Shares
Change
Change in
Stake
NPC
26
National Planning Corporation
California
$442K +$52.1K +581 +14%
Wolverine Trading
27
Wolverine Trading
Illinois
$406K +$387K +4,314 New
VKH
28
Virtu KCG Holdings
New York
$379K -$628 -7 -0.2%
CIBC World Market
29
CIBC World Market
Ontario, Canada
$285K -$928K -10,342 -77%
Citadel Advisors
30
Citadel Advisors
Florida
$208K -$3.51M -39,138 -95%
NC
31
NewSquare Capital
Pennsylvania
$205K +$125K +1,390 +173%
ICM
32
Ionic Capital Management
New York
$187K
HSA
33
Hussman Strategic Advisors
Maryland
$94K -$2.6M -29,000 -97%
ST
34
Spot Trading
Illinois
$35K -$212K -2,363 -86%
Walleye Trading
35
Walleye Trading
New York
$32K -$570K -6,350 -95%
MFS
36
MSI Financial Services
Massachusetts
$31K +$26.2K +292 +859%
IA
37
IFP Advisors
Florida
$27K +$25.5K +284 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$25K -$213K -2,379 -90%
Creative Planning
39
Creative Planning
Kansas
$21K -$6.46K -72 -24%
AG
40
Advisor Group
Arizona
$9K +$8.97K +100 New
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$6.92K
BWA
42
Burt Wealth Advisors
Maryland
$5K +$5.38K +60 New
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K -$1.61K -18 -29%
TFA
44
Transamerica Financial Advisors
Florida
$1K -$219K -2,447 -100%
WP
45
WealthPLAN Partners
Nebraska
$5 +$4.48K +50 New
WP
46
WealthSource Partners
California
-$5.29M -61,496 Closed
MSU
47
Mizuho Securities USA
New York
-$5.16M -60,000 Closed
Mirae Asset Global Investments
48
Mirae Asset Global Investments
South Korea
-$3.91M -45,452 Closed
CCMG
49
Clark Capital Management Group
Pennsylvania
-$3.43M -39,832 Closed
ID
50
Integral Derivatives
New York
-$1.1M -12,250 Closed

FXY Hedge Fund Activity: Q2 2016 in Review

46 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Japanese Yen Trust (FXY) for Q2 2016, worth a combined $230M — down 12% from $263M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FXY and 9 opened new positions — a net loss of 8 holders — while 19 trimmed existing stakes and 15 added.

The largest buyer was Morgan Stanley, adding an estimated $14M. The largest seller was AssetMark Inc, cutting an estimated $70M.

  • 46 institutional investors held Invesco CurrencyShares Japanese Yen Trust (FXY) as of Q2 2016, down from 54 in Q1 2016.
  • Funds reported $230M of Invesco CurrencyShares Japanese Yen Trust stock for Q2 2016, down 12% quarter-over-quarter.
  • 9 funds opened new Invesco CurrencyShares Japanese Yen Trust positions in Q2 2016 and 17 closed out, a net change of -8 holders.
  • The largest Invesco CurrencyShares Japanese Yen Trust buyer in Q2 2016 was Morgan Stanley, an estimated $14M added.
  • The largest Invesco CurrencyShares Japanese Yen Trust seller in Q2 2016 was AssetMark Inc, an estimated $70M sold.

Based on aggregated 13F filings for Q2 2016.