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US Commodity Index
USCI

Overview Fund Activity

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.

Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
14
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$4.91M
2
Bank of America
2
Bank of America
North Carolina
$157M
3
BWM
3
Baystate Wealth Management
Massachusetts
$10.4M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$586K
5
Morgan Stanley
5
Morgan Stanley
New York
$2.73M

Top Sellers

1
GT
1
Glenmede Trust
Pennsylvania
$77.2M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$387K
3
NC
3
NewSquare Capital
Pennsylvania
$4.11M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.95M
5
EMA
5
Efficient Market Advisors
California
$489K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$157M 2,680,342 +18,126 +0.7%
GT
2
Glenmede Trust
Pennsylvania
$77.2M 1,317,428 -38,320 -3%
BWM
3
Baystate Wealth Management
Massachusetts
$10.4M 176,941 +12,835 +8%
PPA
4
Parametric Portfolio Associates
Washington
$8.8M 154,655 – –
U
5
UBS
Switzerland
$4.93M 84,034 +9,147 +12%
LPL Financial
6
LPL Financial
California
$4.91M 83,786 +62,290 +290%
NC
7
NewSquare Capital
Pennsylvania
$4.11M 70,138 -7,532 -10%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$3.95M 67,337 -1,310 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.12M 53,216 +1,952 +4%
Morgan Stanley
10
Morgan Stanley
New York
$2.73M 46,636 +9,753 +26%
HSA
11
HBK Sorce Advisory
Pennsylvania
$1.94M 33,151 +3,210 +11%
SIA
12
Spruce Investment Advisors
Connecticut
$1.37M 23,396 – –
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$808K 13,787 – –
HSBC Holdings
14
HSBC Holdings
United Kingdom
$586K 10,000 +10,000 New
RFC
15
Regions Financial Corp
Alabama
$566K 9,650 – –
EMA
16
Efficient Market Advisors
California
$489K 8,335 -689 -8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$387K 6,610 -9,041 -58%
NES
18
New England Securities
New York
$379K 6,468 +3,033 +88%
Wells Fargo
19
Wells Fargo
California
$365K 6,232 -419 -6%
WCM
20
Wealthcare Capital Management
Virginia
$350K 5,969 +5,969 New
CPO
21
Cerity Partners OCIO
New York
$325K 5,541 +5,541 New
HI
22
Hudock Inc
Pennsylvania
$271K 4,625 -240 -5%
Ameriprise
23
Ameriprise
Minnesota
$258K 4,400 +1,492 +51%
CL
24
CPWM LLC
Washington
$249K 4,246 – –
TYCC
25
Texas Yale Capital Corp
Florida
$249K 4,240 +4,240 New
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