We are live on ! Find out more
USCI icon

US Commodity Index

50 hedge funds and large institutions have $281M invested in US Commodity Index in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% less ownership

Funds ownership: 44.15%43.77% (-0.38%)

4% less capital invested

Capital invested by funds: $293M → $281M (-$11.9M)

4% less funds holding

Funds holding: 5250 (-2)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
16
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$73.6M +$4.93M +119,383 +7%
Bank of America
2
Bank of America
North Carolina
$52.1M -$9.76M -236,296 -15%
USAA
3
United Services Automobile Association
Texas
$46.7M -$1.55M -37,600 -3%
GT
4
Glenmede Trust
Pennsylvania
$36.8M +$680K +16,462 +2%
Ameriprise
5
Ameriprise
Minnesota
$13.8M +$2.02M +48,931 +16%
BIA
6
Barry Investment Advisors
Massachusetts
$9.91M +$1.16M +27,989 +13%
G
7
GenTrust
Florida
$7.3M +$7.54M +182,607 New
UBS Group
8
UBS Group
Switzerland
$7.27M -$957K -23,178 -11%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$5.61M +$2.6M +62,989 +82%
NC
10
NewSquare Capital
Pennsylvania
$3.61M -$476K -11,515 -11%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.08M -$2.26M -54,755 -42%
FWM
12
Frontier Wealth Management
Missouri
$2.77M +$465K +11,260 +19%
GAG
13
GM Advisory Group
New York
$2.56M -$34.3K -830 -1%
Morgan Stanley
14
Morgan Stanley
New York
$2.35M -$660K -15,969 -21%
1IA
15
1834 Investment Advisors
Wisconsin
$1.69M +$496K +12,015 +40%
BCI
16
Brinker Capital Investments
Pennsylvania
$1.43M -$22.3K -541 -1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.28M +$316K +7,650 +31%
CAN
18
Cetera Advisor Networks
California
$1.07M -$291K -7,036 -21%
RGC
19
Roberts, Glore & Co
Illinois
$1.05M -$16.5K -400 -1%
Jane Street
20
Jane Street
New York
$1M -$450K -10,888 -30%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$934K -$9.5K -230 -1%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$721K +$46.5K +1,125 +7%
Creative Planning
23
Creative Planning
Kansas
$606K +$104K +2,529 +20%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$483K
PFS
25
Prospera Financial Services
Texas
$456K -$71.7K -1,737 -13%

USCI Hedge Fund Activity: Q4 2016 in Review

50 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in US Commodity Index (USCI) for Q4 2016, worth a combined $281M — down 4.1% from $293M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of USCI and 6 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 16 added.

The largest buyer was Wells Fargo, adding an estimated $4.93M. The largest seller was Bank of America, cutting an estimated $9.76M.

  • 50 institutional investors held US Commodity Index (USCI) as of Q4 2016, down from 52 in Q3 2016.
  • Funds reported $281M of US Commodity Index stock for Q4 2016, down 4.1% quarter-over-quarter.
  • 6 funds opened new US Commodity Index positions in Q4 2016 and 8 closed out, a net change of -2 holders.
  • The largest US Commodity Index buyer in Q4 2016 was Wells Fargo, an estimated $4.93M added.
  • The largest US Commodity Index seller in Q4 2016 was Bank of America, an estimated $9.76M sold.

Based on aggregated 13F filings for Q4 2016.