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Invesco DB US Dollar Index Bearish Fund

20 hedge funds and large institutions have $3.4M invested in Invesco DB US Dollar Index Bearish Fund in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

5% more funds holding

Funds holding: 1920 (+1)

11.72% less ownership

Funds ownership: 22.11%10.39% (-12%)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

61% less capital invested

Capital invested by funds: $8.79M → $3.4M (-$5.39M)

77% less call options, than puts

Call options by funds: $73K | Put options by funds: $318K

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
7
Closed
2
Calls
$73K
Puts
$318K
Net Calls
-$245K
Net Calls Change
-$1.14M

UDN Hedge Fund Activity: Q4 2016 in Review

20 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bearish Fund (UDN) for Q4 2016, worth a combined $3.4M — down 61% from $8.79M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new UDN positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 7 trimmed.

The largest buyer was UBS Group, adding an estimated $637K. The largest seller was Virtu Financial, cutting an estimated $3.48M.

  • 20 institutional investors held Invesco DB US Dollar Index Bearish Fund (UDN) as of Q4 2016, up from 19 in Q3 2016.
  • Funds reported $3.4M of Invesco DB US Dollar Index Bearish Fund stock for Q4 2016, down 61% quarter-over-quarter.
  • 4 funds opened new Invesco DB US Dollar Index Bearish Fund positions in Q4 2016 and 2 closed out, a net change of +2 holders.
  • The largest Invesco DB US Dollar Index Bearish Fund buyer in Q4 2016 was UBS Group, an estimated $637K added.
  • The largest Invesco DB US Dollar Index Bearish Fund seller in Q4 2016 was Virtu Financial, an estimated $3.48M sold.

Based on aggregated 13F filings for Q4 2016.