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Invesco CurrencyShares Japanese Yen Trust

32 hedge funds and large institutions have $170M invested in Invesco CurrencyShares Japanese Yen Trust in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

39% more funds holding

Funds holding: 2332 (+9)

3% less capital invested

Capital invested by funds: $176M → $170M (-$6.01M)

10.15% less ownership

Funds ownership: 130.49%120.33% (-10%)

26% less call options, than puts

Call options by funds: $131M | Put options by funds: $177M

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

Holders
32
Holders Change
+9
Holders Change %
+39.13%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
5
Reduced
10
Closed
4
Calls
$131M
Puts
$177M
Net Calls
-$46.7M
Net Calls Change
+$28M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
1
Barclays
United Kingdom
$37M -$2.78M -35,000 -7%
Goldman Sachs
2
Goldman Sachs
New York
$26.5M -$8.81M -110,909 -25%
Morgan Stanley
3
Morgan Stanley
New York
$22M -$49.4K -622 -0.2%
GI
4
Glovista Investments
New Jersey
$18.9M +$18.5M +233,455 New
LG
5
Leuthold Group
Minnesota
$15.5M +$15.3M +192,329 New
Citigroup
6
Citigroup
New York
$12.1M -$11.9M -150,000 -50%
IA
7
IndexIQ Advisors
New York
$9.87M -$7.57M -95,297 -44%
UBS Group
8
UBS Group
Switzerland
$7.12M +$497K +6,251 +8%
CS
9
Credit Suisse
Switzerland
$5.08M
Bank of America
10
Bank of America
North Carolina
$4.45M -$4.86M -61,173 -53%
VF
11
Virtu Financial
New York
$2.38M +$2.34M +29,460 New
CCA
12
Checchi Capital Advisers
California
$2.19M -$105K -1,316 -5%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.78M -$5.97M -75,174 -77%
William Blair & Company
14
William Blair & Company
Illinois
$731K +$720K +9,058 New
Citadel Advisors
15
Citadel Advisors
Florida
$468K +$460K +5,789 New
Ameriprise
16
Ameriprise
Minnesota
$451K +$443K +5,577 New
SPC
17
Sigma Planning Corp
Michigan
$447K +$439K +5,528 New
Group One Trading
18
Group One Trading
Illinois
$439K +$431K +5,426 New
Simplex Trading
19
Simplex Trading
Illinois
$383K -$36.5K -459 -9%
PMG
20
ProVise Management Group
Florida
$373K +$367K +4,619 New
AI
21
Atria Investments
North Carolina
$360K +$354K +4,458 New
CIM
22
Cambria Investment Management
California
$340K +$318K +4,000 +1,932%
Parallax Volatility Advisers
23
Parallax Volatility Advisers
California
$278K +$273K +3,433 +343,300%
Wells Fargo
24
Wells Fargo
California
$169K +$95.1K +1,197 +134%
SEI Investments
25
SEI Investments
Pennsylvania
$122K +$115K +1,445 +2,369%

FXY Hedge Fund Activity: Q3 2015 in Review

32 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Japanese Yen Trust (FXY) for Q3 2015, worth a combined $170M — down 3.4% from $176M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FXY positions and 4 closed out — a net gain of 9 holders — while 5 added to existing stakes and 10 trimmed.

The largest buyer was Glovista Investments, opening a new position worth an estimated $18.5M. The largest seller was Citigroup, cutting an estimated $11.9M.

  • 32 institutional investors held Invesco CurrencyShares Japanese Yen Trust (FXY) as of Q3 2015, up from 23 in Q2 2015.
  • Funds reported $170M of Invesco CurrencyShares Japanese Yen Trust stock for Q3 2015, down 3.4% quarter-over-quarter.
  • 13 funds opened new Invesco CurrencyShares Japanese Yen Trust positions in Q3 2015 and 4 closed out, a net change of +9 holders.
  • The largest Invesco CurrencyShares Japanese Yen Trust buyer in Q3 2015 was Glovista Investments, an estimated $18.5M added.
  • The largest Invesco CurrencyShares Japanese Yen Trust seller in Q3 2015 was Citigroup, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2015.