US Commodity Index
USCI
49 hedge funds and large institutions have $288M invested in US Commodity Index in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 8 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
90% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 10
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
27% more capital invested
Capital invested by funds: $227M → $288M (+$62M)
4% more funds holding
Funds holding: 47 → 49 (+2)
0.26% more ownership
Funds ownership: 44.28% → 44.54% (+0.26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$12.6M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$10M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$7.37M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.05M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RGC
Roberts, Glore & Co
Deerfield,
Illinois
|
-$762K |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$182K |
| 3 |
WCM
Wealthcare Capital Management
Richmond,
Virginia
|
-$167K |
| 4 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$159K |
| 5 |
SWA
Sutton Wealth Advisors
Tampa,
Florida
|
-$119K |
USCI Hedge Fund Activity: Q2 2016 in Review
49 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in US Commodity Index (USCI) for Q2 2016, worth a combined $288M — up 27% from $227M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new USCI positions and 8 closed out — a net gain of 3 holders — while 19 added to existing stakes and 10 trimmed.
The largest buyer was NewSquare Capital, adding an estimated $12.6M. The largest seller was Roberts, Glore & Co, exiting entirely with an estimated $762K sold.
- 49 institutional investors held US Commodity Index (USCI) as of Q2 2016, up from 47 in Q1 2016.
- Funds reported $288M of US Commodity Index stock for Q2 2016, up 27% quarter-over-quarter.
- 11 funds opened new US Commodity Index positions in Q2 2016 and 8 closed out, a net change of +3 holders.
- The largest US Commodity Index buyer in Q2 2016 was NewSquare Capital, an estimated $12.6M added.
- The largest US Commodity Index seller in Q2 2016 was Roberts, Glore & Co, an estimated $762K sold.
Based on aggregated 13F filings for Q2 2016.