US Commodity Index
USCI
42 hedge funds and large institutions have $287M invested in US Commodity Index in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
17% more funds holding
Funds holding: 36 → 42 (+6)
7% more capital invested
Capital invested by funds: $270M → $287M (+$17.6M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.12% less ownership
Funds ownership: 53.42% → 50.3% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.56M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.04M |
| 3 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
+$734K |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$571K |
| 5 |
Morgan Stanley
New York
|
+$557K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$2.19M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$517K |
| 3 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$430K |
| 4 |
Bank of New York Mellon
New York
|
-$74.9K |
| 5 |
EMA
Efficient Market Advisors
San Diego,
California
|
-$39.4K |
USCI Hedge Fund Activity: Q1 2014 in Review
42 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in US Commodity Index (USCI) for Q1 2014, worth a combined $287M — up 6.5% from $270M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new USCI positions and 3 closed out — a net gain of 6 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.56M. The largest seller was Glenmede Trust, cutting an estimated $2.19M.
- 42 institutional investors held US Commodity Index (USCI) as of Q1 2014, up from 36 in Q4 2013.
- Funds reported $287M of US Commodity Index stock for Q1 2014, up 6.5% quarter-over-quarter.
- 9 funds opened new US Commodity Index positions in Q1 2014 and 3 closed out, a net change of +6 holders.
- The largest US Commodity Index buyer in Q1 2014 was LPL Financial, an estimated $3.56M added.
- The largest US Commodity Index seller in Q1 2014 was Glenmede Trust, an estimated $2.19M sold.
Based on aggregated 13F filings for Q1 2014.