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US Commodity Index

43 hedge funds and large institutions have $245M invested in US Commodity Index in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

10.14% less ownership

Funds ownership: 57.93%47.79% (-10%)

19% less funds holding

Funds holding: 5343 (-10)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

44% less capital invested

Capital invested by funds: $436M → $245M (-$191M)

53% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 17

Holders
43
Holders Change
-10
Holders Change %
-18.87%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
8
Increased
14
Reduced
14
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$123M -$2.75M -59,209 -2%
GT
2
Glenmede Trust
Pennsylvania
$51.8M -$2.1M -45,294 -4%
BIA
3
Barry Investment Advisors
Massachusetts
$9.64M +$210K +4,529 +2%
UBS Group
4
UBS Group
Switzerland
$8.92M +$1.91M +41,067 +26%
Morgan Stanley
5
Morgan Stanley
New York
$8.47M +$1.12M +24,165 +15%
USAA
6
United Services Automobile Association
Texas
$7.29M +$7.54M +162,400 New
PPA
7
Parametric Portfolio Associates
Washington
$6.95M
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.65M -$1.75M -37,600 -20%
SIAM
9
Sterling Investment Advisors (Missouri)
Missouri
$4.92M +$677K +14,582 +15%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.83M -$11.8M -254,194 -80%
JP Morgan Chase
11
JP Morgan Chase
New York
$2.5M +$2.59M +55,678 New
BCI
12
Brinker Capital Investments
Pennsylvania
$1.74M +$17.4K +374 +1%
FWM
13
Frontier Wealth Management
Missouri
$1.27M +$142K +3,049 +12%
GWM
14
Gupta Wealth Management
California
$1.17M +$1.21M +25,952 New
LYV
15
Live Your Vision
Pennsylvania
$1.05M -$248K -5,336 -19%
SIA
16
Spruce Investment Advisors
Connecticut
$990K
CWA
17
Convergent Wealth Advisors
Maryland
$963K +$995K +21,430 New
HSA
18
HBK Sorce Advisory
Pennsylvania
$767K -$34.6K -745 -4%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$725K +$85K +1,831 +13%
LPL Financial
20
LPL Financial
California
$696K -$58.9K -1,268 -8%
IF
21
Ironwood Financial
Arizona
$521K -$304K -6,550 -36%
MFS
22
MSI Financial Services
Massachusetts
$489K +$486K +10,456 +2,495%
Wells Fargo
23
Wells Fargo
California
$450K -$120K -2,577 -20%
WCM
24
Wealthcare Capital Management
Virginia
$401K +$191K +4,119 +86%
RGC
25
Roberts, Glore & Co
Illinois
$316K +$2.79K +60 +0.9%

USCI Hedge Fund Activity: Q1 2015 in Review

43 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in US Commodity Index (USCI) for Q1 2015, worth a combined $245M — down 44% from $436M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of USCI and 8 opened new positions — a net loss of 9 holders — while 14 trimmed existing stakes and 14 added.

The largest buyer was United Services Automobile Association, opening a new position worth an estimated $7.54M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $159M sold.

  • 43 institutional investors held US Commodity Index (USCI) as of Q1 2015, down from 53 in Q4 2014.
  • Funds reported $245M of US Commodity Index stock for Q1 2015, down 44% quarter-over-quarter.
  • 8 funds opened new US Commodity Index positions in Q1 2015 and 17 closed out, a net change of -9 holders.
  • The largest US Commodity Index buyer in Q1 2015 was United Services Automobile Association, an estimated $7.54M added.
  • The largest US Commodity Index seller in Q1 2015 was Charles Schwab Investment Advisory, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2015.