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Invesco CurrencyShares Japanese Yen Trust

30 hedge funds and large institutions have $194M invested in Invesco CurrencyShares Japanese Yen Trust in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.28% more ownership

Funds ownership: 146.01%151.29% (+5.3%)

3% more capital invested

Capital invested by funds: $188M → $194M (+$5.96M)

26% less call options, than puts

Call options by funds: $172M | Put options by funds: $233M

27% less funds holding

Funds holding: 4130 (-11)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
30
Holders Change
-11
Holders Change %
-26.83%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
8
Reduced
11
Closed
17
Calls
$172M
Puts
$233M
Net Calls
-$61M
Net Calls Change
+$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$17K -$176K -1,989 -91%
Creative Planning
27
Creative Planning
Kansas
$10K
MFS
28
MSI Financial Services
Massachusetts
$3K -$20.1K -227 -87%
TFA
29
Transamerica Financial Advisors
Florida
$1K -$1.24K -14 -58%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
-$15.6M -176,791 Closed
QA
31
Quantitative Advantage
Minnesota
-$3.77M -39,570 Closed
WCM
32
Wildcat Capital Management
New York
-$3.02M -31,699 Closed
LPL Financial
33
LPL Financial
California
-$2.1M -22,363 Closed
FTUS
34
Flow Traders U.S.
New York
-$1.75M -18,427 Closed
Wolverine Trading
35
Wolverine Trading
Illinois
-$1.48M -15,486 Closed
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
-$1.09M -11,450 Closed
UCFA
37
United Capital Financial Advisors
Texas
-$1.05M -11,039 Closed
RJA
38
Raymond James & Associates
Florida
-$1.01M -10,585 Closed
VF
39
Virtu Financial
New York
-$726K -7,623 Closed
NC
40
NewSquare Capital
Pennsylvania
-$401K -4,210 Closed
ICM
41
Ionic Capital Management
New York
-$323K -3,390 Closed
Walleye Trading
42
Walleye Trading
New York
-$83.1K -940 Closed
FANJ
43
Financial Architects (New Jersey)
New Jersey
-$29K -300 Closed
IA
44
IFP Advisors
Florida
-$27K -284 Closed
BWA
45
Burt Wealth Advisors
Maryland
-$5K -60 Closed
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$4K -45 Closed

FXY Hedge Fund Activity: Q4 2016 in Review

30 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Japanese Yen Trust (FXY) for Q4 2016, worth a combined $194M — up 3.2% from $188M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FXY and 7 opened new positions — a net loss of 10 holders — while 11 trimmed existing stakes and 8 added.

The largest buyer was Morgan Stanley, adding an estimated $31.4M. The largest seller was Citigroup, cutting an estimated $17.6M.

  • 30 institutional investors held Invesco CurrencyShares Japanese Yen Trust (FXY) as of Q4 2016, down from 41 in Q3 2016.
  • Funds reported $194M of Invesco CurrencyShares Japanese Yen Trust stock for Q4 2016, up 3.2% quarter-over-quarter.
  • 7 funds opened new Invesco CurrencyShares Japanese Yen Trust positions in Q4 2016 and 17 closed out, a net change of -10 holders.
  • The largest Invesco CurrencyShares Japanese Yen Trust buyer in Q4 2016 was Morgan Stanley, an estimated $31.4M added.
  • The largest Invesco CurrencyShares Japanese Yen Trust seller in Q4 2016 was Citigroup, an estimated $17.6M sold.

Based on aggregated 13F filings for Q4 2016.