We are live on ! Find out more
USCI icon

US Commodity Index

54 hedge funds and large institutions have $164M invested in US Commodity Index in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

6% more capital invested

Capital invested by funds: $155M → $164M (+$9.78M)

2% more funds holding

Funds holding: 5354 (+1)

1.12% more ownership

Funds ownership: 32.2%33.32% (+1.1%)

47% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 19

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
1.22%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
9
Increased
10
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
USAA
1
United Services Automobile Association
Texas
$35.1M -$69.5K -1,700 -0.2%
Bank of America
2
Bank of America
North Carolina
$30.5M -$2.16M -52,773 -7%
GT
3
Glenmede Trust
Pennsylvania
$28.1M -$1.55M -37,850 -5%
SE
4
Summit Equities
New Jersey
$18.3M +$428K +10,474 +2%
ACM
5
Alpha Capital Management
Texas
$10.7M +$10.3M +251,931 New
MWA
6
MFA Wealth Advisors
Pennsylvania
$6.17M +$5.82M +142,310 New
G
7
GenTrust
Florida
$5.04M -$1.85M -45,290 -28%
UBS Group
8
UBS Group
Switzerland
$4.19M -$3.93M -96,244 -49%
GAG
9
GM Advisory Group
New York
$2.72M -$11.4K -280 -0.4%
FWM
10
Frontier Wealth Management
Missouri
$2.47M -$463K -11,318 -16%
PL
11
Polianta Ltd
Jersey
$2.22M -$3.42M -83,600 -62%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.21M -$85.9K -2,103 -4%
1IA
13
1834 Investment Advisors
Wisconsin
$2M -$28.6K -700 -1%
Wells Fargo
14
Wells Fargo
California
$1.85M -$466K -11,396 -21%
Ameriprise
15
Ameriprise
Minnesota
$1.68M -$1.14M -27,906 -41%
BCI
16
Brinker Capital Investments
Pennsylvania
$1.51M +$123 +3 +0%
Jane Street
17
Jane Street
New York
$1.49M +$1.23M +29,995 +593%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.03M +$34.6K +846 +4%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$985K -$8.17K -200 -0.9%
Morgan Stanley
20
Morgan Stanley
New York
$930K -$133K -3,251 -13%
RGC
21
Roberts, Glore & Co
Illinois
$817K -$137K -3,350 -15%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$744K +$29.8K +730 +4%
LPL Financial
23
LPL Financial
California
$484K +$2.08K +51 +0.5%
VF
24
Virtu Financial
New York
$459K -$183K -4,475 -29%
SHA
25
Seneca House Advisors
Virginia
$442K +$425K +10,400 New

USCI Hedge Fund Activity: Q4 2017 in Review

54 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in US Commodity Index (USCI) for Q4 2017, worth a combined $164M — up 6.3% from $155M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new USCI positions and 8 closed out — a net gain of 1 holder — while 10 added to existing stakes and 19 trimmed.

The largest buyer was Alpha Capital Management, opening a new position worth an estimated $10.3M. The largest seller was UBS Group, cutting an estimated $3.93M.

  • 54 institutional investors held US Commodity Index (USCI) as of Q4 2017, up from 53 in Q3 2017.
  • Funds reported $164M of US Commodity Index stock for Q4 2017, up 6.3% quarter-over-quarter.
  • 9 funds opened new US Commodity Index positions in Q4 2017 and 8 closed out, a net change of +1 holder.
  • The largest US Commodity Index buyer in Q4 2017 was Alpha Capital Management, an estimated $10.3M added.
  • The largest US Commodity Index seller in Q4 2017 was UBS Group, an estimated $3.93M sold.

Based on aggregated 13F filings for Q4 2017.