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Invesco DB US Dollar Index Bearish Fund
UDN

30 hedge funds and large institutions have $14.4M invested in Invesco DB US Dollar Index Bearish Fund in 2013 Q2 according to their latest regulatory filings, with 30 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $8K | Put options by funds: $5K

21.27% more ownership

Funds ownership: 0% → 21.27% (+21%)

Holders
30
Holders Change
+30
Holders Change %
–
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
–
Reduced
–
Closed
–
Calls
$8K
Puts
$5K
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.61M +$4.66M +177,404 New
VF
2
Virtu Financial
New York
$3.25M +$3.28M +124,823 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.99M +$2.01M +76,410 New
Goldman Sachs
4
Goldman Sachs
New York
$1.26M +$1.27M +48,272 New
U
5
UBS
Switzerland
$691K +$698K +26,585 New
Morgan Stanley
6
Morgan Stanley
New York
$666K +$672K +25,608 New
LPT
7
Legacy Private Trust
Wisconsin
$343K +$346K +13,199 New
TH
8
Timber Hill
Connecticut
$342K +$345K +13,135 New
WP
9
WMS Partners
Maryland
$278K +$281K +10,700 New
GMA
10
Goldstein Munger & Associates
California
$244K +$247K +9,400 New
Wells Fargo
11
Wells Fargo
California
$215K +$217K +8,278 New
Barclays
12
Barclays
United Kingdom
$147K +$148K +5,643 New
DADC
13
D.A. Davidson & Co
Montana
$51K +$52.3K +1,992 New
BFEC
14
Benjamin F. Edwards & Company
Missouri
$50K +$50.3K +1,915 New
TWA
15
TCI Wealth Advisors
Arizona
$50K +$50.4K +1,920 New
Creative Planning
16
Creative Planning
Kansas
$31K +$31.5K +1,200 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$27K +$26.8K +1,022 New
Ameriprise
18
Ameriprise
Minnesota
$27K +$27.2K +1,035 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$27K +$27.3K +1,040 New
FHC
20
First Heartland Consultants
Missouri
$20K +$19.7K +750 New
Deutsche Bank
21
Deutsche Bank
Germany
$13K +$13.1K +500 New
WRM
22
Westport Resources Management
Connecticut
$13K +$13.1K +500 New
WA
23
WFG Advisors
Texas
$11K +$11.6K +440 New
MIM
24
Macroview Investment Management
Maryland
$8K +$7.61K +290 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$8K +$7.88K +300 New
1
2

UDN Hedge Fund Activity: Q2 2013 in Review

30 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bearish Fund (UDN) for Q2 2013, worth a combined $14.4M.

Buyers outnumbered sellers: 30 funds opened new UDN positions and 0 closed out — a net gain of 30 holders — while 0 added to existing stakes and 0 trimmed.

  • 30 institutional investors held Invesco DB US Dollar Index Bearish Fund (UDN) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $14.4M of Invesco DB US Dollar Index Bearish Fund stock for Q2 2013.
  • 30 funds opened new Invesco DB US Dollar Index Bearish Fund positions in Q2 2013 and 0 closed out, a net change of +30 holders.

Based on aggregated 13F filings for Q2 2013.