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Invesco DB US Dollar Index Bearish Fund

23 hedge funds and large institutions have $7.17M invested in Invesco DB US Dollar Index Bearish Fund in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

554% more call options, than puts

Call options by funds: $157K | Put options by funds: $24K

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

15% less funds holding

Funds holding: 2723 (-4)

22.66% less ownership

Funds ownership: 39.38%16.73% (-23%)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

59% less capital invested

Capital invested by funds: $17.3M → $7.17M (-$10.1M)

Holders
23
Holders Change
-4
Holders Change %
-14.81%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
4
Closed
8
Calls
$157K
Puts
$24K
Net Calls
+$133K
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Change in
Stake
VF
1
Virtu Financial
New York
$4.17M +$3.84M +177,177 +1,007%
Morgan Stanley
2
Morgan Stanley
New York
$1.52M +$1.25M +57,583 +435%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$234K -$215K -9,943 -48%
WP
4
WMS Partners
Maryland
$229K
Jane Street
5
Jane Street
New York
$228K +$231K +10,662 New
SPC
6
Sigma Planning Corp
Michigan
$213K -$21.7K -1,000 -9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$150K +$136K +6,295 +855%
Citadel Advisors
8
Citadel Advisors
Florida
$93K +$40.9K +1,890 +78%
Bank of America
9
Bank of America
North Carolina
$64K +$12.6K +581 +24%
UBS Group
10
UBS Group
Switzerland
$56K +$22K +1,016 +63%
DADC
11
D.A. Davidson & Co
Montana
$50K
CG
12
Cutler Group
California
$44K +$45.5K +2,100 New
Creative Planning
13
Creative Planning
Kansas
$25K
TWA
14
TCI Wealth Advisors
Arizona
$18K
AA
15
Apriem Advisors
California
$17K
Wells Fargo
16
Wells Fargo
California
$12K -$7.9K -365 -40%
Barclays
17
Barclays
United Kingdom
$10K -$132K -6,100 -93%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$10K +$7.58K +350 +318%
WRM
19
Westport Resources Management
Connecticut
$9K
PFBT
20
Parkside Financial Bank & Trust
Missouri
$6K
CCS
21
Crosspoint Capital Strategies
California
$4K +$3.64K +168 New
DOA
22
D'Orazio & Associates
Virginia
$4K +$3.7K +171 New
SG Americas Securities
23
SG Americas Securities
New York
-$11.4M -519,022 Closed
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$3.5M -159,191 Closed
GMA
25
Goldstein Munger & Associates
California
-$207K -9,400 Closed

UDN Hedge Fund Activity: Q4 2015 in Review

23 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bearish Fund (UDN) for Q4 2015, worth a combined $7.17M — down 59% from $17.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of UDN and 4 opened new positions — a net loss of 4 holders — while 4 trimmed existing stakes and 7 added.

The largest buyer was Virtu Financial, adding an estimated $3.84M. The largest seller was SG Americas Securities, exiting entirely with an estimated $11.4M sold.

  • 23 institutional investors held Invesco DB US Dollar Index Bearish Fund (UDN) as of Q4 2015, down from 27 in Q3 2015.
  • Funds reported $7.17M of Invesco DB US Dollar Index Bearish Fund stock for Q4 2015, down 59% quarter-over-quarter.
  • 4 funds opened new Invesco DB US Dollar Index Bearish Fund positions in Q4 2015 and 8 closed out, a net change of -4 holders.
  • The largest Invesco DB US Dollar Index Bearish Fund buyer in Q4 2015 was Virtu Financial, an estimated $3.84M added.
  • The largest Invesco DB US Dollar Index Bearish Fund seller in Q4 2015 was SG Americas Securities, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2015.