We are live on ! Find out more
USCI icon

US Commodity Index

52 hedge funds and large institutions have $293M invested in US Commodity Index in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

6% more funds holding

Funds holding: 4952 (+3)

2% more capital invested

Capital invested by funds: $288M → $293M (+$4.35M)

0.39% less ownership

Funds ownership: 44.54%44.15% (-0.39%)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
18
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$71.4M +$21.7M +516,210 +43%
Bank of America
2
Bank of America
North Carolina
$63.8M +$1.95M +46,498 +3%
USAA
3
United Services Automobile Association
Texas
$49.9M +$1.05M +25,000 +2%
GT
4
Glenmede Trust
Pennsylvania
$37.5M +$668K +15,889 +2%
Ameriprise
5
Ameriprise
Minnesota
$12.3M +$4.45M +105,920 +55%
BIA
6
Barry Investment Advisors
Massachusetts
$9.11M +$1.2M +28,586 +15%
UBS Group
7
UBS Group
Switzerland
$8.5M +$556K +13,227 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.46M +$2.18M +51,943 +65%
NC
9
NewSquare Capital
Pennsylvania
$4.22M -$8.37M -199,150 -66%
LYV
10
Live Your Vision
Pennsylvania
$3.83M +$131K +3,110 +3%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$3.2M +$2.54M +60,454 +363%
Morgan Stanley
12
Morgan Stanley
New York
$3.1M -$1.04M -24,852 -25%
GAG
13
GM Advisory Group
New York
$2.69M -$102K -2,425 -4%
FWM
14
Frontier Wealth Management
Missouri
$2.4M +$1.78M +42,365 +272%
BCI
15
Brinker Capital Investments
Pennsylvania
$1.51M
Jane Street
16
Jane Street
New York
$1.49M +$1.51M +35,928 New
CAN
17
Cetera Advisor Networks
California
$1.41M +$826K +19,654 +138%
1IA
18
1834 Investment Advisors
Wisconsin
$1.26M +$548K +13,040 +75%
CIM
19
Cambria Investment Management
California
$1.19M -$676K -16,094 -36%
RGC
20
Roberts, Glore & Co
Illinois
$1.11M +$1.12M +26,680 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.01M -$72.7K -1,730 -7%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$978K +$946K +22,528 +2,117%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$700K +$69.4K +1,653 +11%
VKH
24
Virtu KCG Holdings
New York
$676K +$685K +16,304 New
PFS
25
Prospera Financial Services
Texas
$542K -$9.52M -226,710 -95%

USCI Hedge Fund Activity: Q3 2016 in Review

52 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in US Commodity Index (USCI) for Q3 2016, worth a combined $293M — up 1.5% from $288M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new USCI positions and 5 closed out — a net gain of 3 holders — while 18 added to existing stakes and 15 trimmed.

The largest buyer was Wells Fargo, adding an estimated $21.7M. The largest seller was Prospera Financial Services, cutting an estimated $9.52M.

  • 52 institutional investors held US Commodity Index (USCI) as of Q3 2016, up from 49 in Q2 2016.
  • Funds reported $293M of US Commodity Index stock for Q3 2016, up 1.5% quarter-over-quarter.
  • 8 funds opened new US Commodity Index positions in Q3 2016 and 5 closed out, a net change of +3 holders.
  • The largest US Commodity Index buyer in Q3 2016 was Wells Fargo, an estimated $21.7M added.
  • The largest US Commodity Index seller in Q3 2016 was Prospera Financial Services, an estimated $9.52M sold.

Based on aggregated 13F filings for Q3 2016.