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Invesco CurrencyShares Japanese Yen Trust

27 hedge funds and large institutions have $199M invested in Invesco CurrencyShares Japanese Yen Trust in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

4% less funds holding

Funds holding: 2827 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

24% less capital invested

Capital invested by funds: $263M → $199M (-$63.7M)

42% less call options, than puts

Call options by funds: $123M | Put options by funds: $211M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

61.63% less ownership

Funds ownership: 161.9%100.27% (-62%)

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
4
Increased
10
Reduced
9
Closed
5
Calls
$123M
Puts
$211M
Net Calls
-$88.4M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$44M -$5.63M -59,295 -11%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$42.5M +$34.5M +362,983 +420%
Morgan Stanley
3
Morgan Stanley
New York
$39.7M +$7.42M +78,056 +23%
LG
4
Leuthold Group
Minnesota
$20.8M -$18.6M -195,602 -47%
VF
5
Virtu Financial
New York
$12.8M +$12.9M +135,514 New
Goldman Sachs
6
Goldman Sachs
New York
$8.02M +$1.54M +16,184 +24%
CS
7
Credit Suisse
Switzerland
$5.78M -$22.2M -233,200 -79%
Deutsche Bank
8
Deutsche Bank
Germany
$4.73M
HI
9
HBK Investments
Texas
$3.78M +$3.8M +40,000 New
WAM
10
Wolverine Asset Management
Illinois
$2.97M +$2.38M +25,000 +391%
CCA
11
Checchi Capital Advisers
California
$2.67M +$88.7K +933 +3%
BIT
12
BlackRock Institutional Trust
California
$2.33M +$2.34M +24,629 New
IA
13
IndexIQ Advisors
New York
$2.27M +$837K +8,811 +58%
OFG
14
OTA Financial Group
New York
$1.87M +$1.88M +19,757 New
ST
15
Spot Trading
Illinois
$1.24M -$25.3M -266,288 -95%
TH
16
Timber Hill
Connecticut
$1.01M -$8.62M -90,720 -89%
Bank of America
17
Bank of America
North Carolina
$883K +$672K +7,068 +312%
CMP
18
Courage Miller Partners
Virginia
$655K -$9.69K -102 -1%
U
19
UBS
Switzerland
$375K +$137K +1,439 +57%
Group One Trading
20
Group One Trading
Illinois
$213K -$3.4M -35,805 -94%
JP Morgan Chase
21
JP Morgan Chase
New York
$211K -$8.63M -90,832 -98%
Wells Fargo
22
Wells Fargo
California
$84K +$64.5K +679 +322%
FMII
23
Farmers & Merchants Investments Inc
Nebraska
$81K -$24.7K -260 -23%
TRCT
24
Tower Research Capital (TRC)
New York
$54K +$52.3K +550 +2,750%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$19K

FXY Hedge Fund Activity: Q1 2014 in Review

27 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Japanese Yen Trust (FXY) for Q1 2014, worth a combined $199M — down 24% from $263M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FXY and 4 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 10 added.

The largest buyer was Susquehanna International Group, adding an estimated $34.5M. The largest seller was Spot Trading, cutting an estimated $25.3M.

  • 27 institutional investors held Invesco CurrencyShares Japanese Yen Trust (FXY) as of Q1 2014, down from 28 in Q4 2013.
  • Funds reported $199M of Invesco CurrencyShares Japanese Yen Trust stock for Q1 2014, down 24% quarter-over-quarter.
  • 4 funds opened new Invesco CurrencyShares Japanese Yen Trust positions in Q1 2014 and 5 closed out, a net change of -1 holder.
  • The largest Invesco CurrencyShares Japanese Yen Trust buyer in Q1 2014 was Susquehanna International Group, an estimated $34.5M added.
  • The largest Invesco CurrencyShares Japanese Yen Trust seller in Q1 2014 was Spot Trading, an estimated $25.3M sold.

Based on aggregated 13F filings for Q1 2014.