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Invesco DB US Dollar Index Bearish Fund

23 hedge funds and large institutions have $9.31M invested in Invesco DB US Dollar Index Bearish Fund in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $538K | Put options by funds: $514K

2.96% less ownership

Funds ownership: 24.61%21.65% (-3%)

4% less funds holding

Funds holding: 2423 (-1)

12% less capital invested

Capital invested by funds: $10.5M → $9.31M (-$1.22M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
7
Closed
5
Calls
$538K
Puts
$514K
Net Calls
+$24K
Net Calls Change
-$626K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.66M +$2.72M +121,193 +247%
VF
2
Virtu Financial
New York
$1.25M -$1.36M -60,603 -51%
JP Morgan Chase
3
JP Morgan Chase
New York
$772K +$805K +35,912 New
Jane Street
4
Jane Street
New York
$721K +$753K +33,573 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$704K +$731K +32,571 +16,286%
TH
6
Timber Hill
Connecticut
$606K -$1.37M -61,073 -68%
Bank of America
7
Bank of America
North Carolina
$298K -$1.94M -86,410 -86%
Morgan Stanley
8
Morgan Stanley
New York
$260K -$106K -4,731 -28%
WP
9
WMS Partners
Maryland
$230K
GMA
10
Goldstein Munger & Associates
California
$202K
Citadel Advisors
11
Citadel Advisors
Florida
$174K +$27.9K +1,246 +18%
UBS Group
12
UBS Group
Switzerland
$109K -$156K -6,971 -58%
CWM
13
Cranbrook Wealth Management
Michigan
$92K
USGIU
14
U.S. Global Investors (USGI)
Texas
$71K +$74K +3,300 New
Wells Fargo
15
Wells Fargo
California
$59K -$58.4K -2,604 -49%
DADC
16
D.A. Davidson & Co
Montana
$51K
TWA
17
TCI Wealth Advisors
Arizona
$18K
MFS
18
MSI Financial Services
Massachusetts
$10K
WRM
19
Westport Resources Management
Connecticut
$9K
Barclays
20
Barclays
United Kingdom
$8K -$36.2K -1,613 -80%
RIA
21
Regal Investment Advisors
Michigan
$4K
GAM
22
Gemmer Asset Management
California
$1K +$1.46K +65 New
VKH
23
Virtu KCG Holdings
New York
-$304K -12,798 Closed
Deutsche Bank
24
Deutsche Bank
Germany
-$11K -500 Closed
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
-$7K -300 Closed

UDN Hedge Fund Activity: Q1 2015 in Review

23 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bearish Fund (UDN) for Q1 2015, worth a combined $9.31M — down 12% from $10.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of UDN and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 3 added.

The largest buyer was Susquehanna International Group, adding an estimated $2.72M. The largest seller was Bank of America, cutting an estimated $1.94M.

  • 23 institutional investors held Invesco DB US Dollar Index Bearish Fund (UDN) as of Q1 2015, down from 24 in Q4 2014.
  • Funds reported $9.31M of Invesco DB US Dollar Index Bearish Fund stock for Q1 2015, down 12% quarter-over-quarter.
  • 4 funds opened new Invesco DB US Dollar Index Bearish Fund positions in Q1 2015 and 5 closed out, a net change of -1 holder.
  • The largest Invesco DB US Dollar Index Bearish Fund buyer in Q1 2015 was Susquehanna International Group, an estimated $2.72M added.
  • The largest Invesco DB US Dollar Index Bearish Fund seller in Q1 2015 was Bank of America, an estimated $1.94M sold.

Based on aggregated 13F filings for Q1 2015.