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Invesco CurrencyShares Japanese Yen Trust

28 hedge funds and large institutions have $235M invested in Invesco CurrencyShares Japanese Yen Trust in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more capital invested

Capital invested by funds: $148M → $235M (+$87.3M)

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

53.77% more ownership

Funds ownership: 221.78%275.55% (+54%)

15% less funds holding

Funds holding: 3328 (-5)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

65% less call options, than puts

Call options by funds: $157M | Put options by funds: $454M

Holders
28
Holders Change
-5
Holders Change %
-15.15%
% 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
11
Reduced
7
Closed
10
Calls
$157M
Puts
$454M
Net Calls
-$296M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$87.6M +$57.3M +671,761 +165%
Goldman Sachs
2
Goldman Sachs
New York
$48.6M +$37.8M +443,521 +287%
Citigroup
3
Citigroup
New York
$24.6M -$3.28M -38,526 -11%
CS
4
Credit Suisse
Switzerland
$17.3M +$13M +152,905 +255%
Bank of America
5
Bank of America
North Carolina
$15.5M +$15.6M +182,966 +2,264%
Allianz Asset Management
6
Allianz Asset Management
Germany
$13.8M +$14.5M +169,600 New
Barclays
7
Barclays
United Kingdom
$4.99M +$3.47M +40,688 +195%
IA
8
IndexIQ Advisors
New York
$4.03M +$4.15M +48,660 +5,249%
ST
9
Spot Trading
Illinois
$2.27M +$289K +3,393 +14%
CCA
10
Checchi Capital Advisers
California
$2.25M -$628K -7,370 -21%
SCM
11
Seamans Capital Management
Massachusetts
$2.18M +$2.28M +26,800 New
Group One Trading
12
Group One Trading
Illinois
$1.85M +$1.09M +12,737 +126%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.82M -$286K -3,350 -13%
HI
14
HBK Investments
Texas
$1.62M -$5.12M -60,000 -75%
TH
15
Timber Hill
Connecticut
$1.57M -$16.7M -195,730 -91%
Jane Street
16
Jane Street
New York
$1.33M +$1.39M +16,340 New
HT
17
HAP Trading
New York
$1.1M +$1.16M +13,600 New
Walleye Trading
18
Walleye Trading
New York
$998K +$810K +9,500 +341%
UBS Group
19
UBS Group
Switzerland
$464K +$487K +5,712 New
VKH
20
Virtu KCG Holdings
New York
$346K -$953K -11,183 -72%
Citadel Advisors
21
Citadel Advisors
Florida
$341K +$305K +3,574 +573%
ID
22
Integral Derivatives
New York
$292K +$307K +3,600 New
Wells Fargo
23
Wells Fargo
California
$72K +$62.6K +734 +474%
FMII
24
Farmers & Merchants Investments Inc
Nebraska
$70K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$17K

FXY Hedge Fund Activity: Q4 2014 in Review

28 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Japanese Yen Trust (FXY) for Q4 2014, worth a combined $235M — up 59% from $148M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FXY and 7 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 11 added.

The largest buyer was Morgan Stanley, adding an estimated $57.3M. The largest seller was Timber Hill, cutting an estimated $16.7M.

  • 28 institutional investors held Invesco CurrencyShares Japanese Yen Trust (FXY) as of Q4 2014, down from 33 in Q3 2014.
  • Funds reported $235M of Invesco CurrencyShares Japanese Yen Trust stock for Q4 2014, up 59% quarter-over-quarter.
  • 7 funds opened new Invesco CurrencyShares Japanese Yen Trust positions in Q4 2014 and 10 closed out, a net change of -3 holders.
  • The largest Invesco CurrencyShares Japanese Yen Trust buyer in Q4 2014 was Morgan Stanley, an estimated $57.3M added.
  • The largest Invesco CurrencyShares Japanese Yen Trust seller in Q4 2014 was Timber Hill, an estimated $16.7M sold.

Based on aggregated 13F filings for Q4 2014.