USCI icon

US Commodity Index

48 hedge funds and large institutions have $533M invested in US Commodity Index in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
11
Increased
13
Reduced
11
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$229M +$56.8M +1,030,670 +33%
CSIA
2
Charles Schwab Investment Advisory
California
$168M +$168M +3,057,807 New
GT
3
Glenmede Trust
Pennsylvania
$68.6M -$4.9M -88,868 -7%
BWM
4
Baystate Wealth Management
Massachusetts
$11.6M +$985K +17,885 +9%
GAG
5
GM Advisory Group
New York
$10.6M +$10.6M +192,121 New
PPA
6
Parametric Portfolio Associates
Washington
$8.52M
U
7
UBS
Switzerland
$6.53M +$4.45M +80,839 +215%
BCI
8
Brinker Capital Investments
Pennsylvania
$6.03M +$2.5M +45,405 +71%
NC
9
NewSquare Capital
Pennsylvania
$3.47M -$177K -3,215 -5%
Morgan Stanley
10
Morgan Stanley
New York
$3.42M +$1.93M +34,993 +129%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.14M +$207K +3,761 +7%
HSA
12
HBK Sorce Advisory
Pennsylvania
$1.99M +$6.89K +125 +0.3%
M&T Bank
13
M&T Bank
New York
$1.46M +$1.46M +26,565 New
SIA
14
Spruce Investment Advisors
Connecticut
$1.29M
LPL Financial
15
LPL Financial
California
$970K -$4.02M -73,136 -81%
CWM
16
Cabot Wealth Management
Massachusetts
$896K +$896K +16,259 New
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$760K
SFA
18
Sequoia Financial Advisors
Ohio
$721K +$98.6K +1,791 +16%
Wells Fargo
19
Wells Fargo
California
$665K +$7.49K +136 +1%
NES
20
New England Securities
New York
$591K +$135K +2,455 +30%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$551K
VKH
22
Virtu KCG Holdings
New York
$497K +$497K +9,020 New
CPO
23
Cerity Partners OCIO
New York
$484K +$178K +3,236 +58%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$458K -$41.9K -760 -8%
WCM
25
Wealthcare Capital Management
Virginia
$312K