We are live on ! Find out more
USCI icon

US Commodity Index

54 hedge funds and large institutions have $47.1M invested in US Commodity Index in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 5854 (-4)

8.06% less ownership

Funds ownership: 32.35%24.29% (-8.1%)

23% less capital invested

Capital invested by funds: $61.2M → $47.1M (-$14.1M)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

63% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
9
Reduced
24
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GT
1
Glenmede Trust
Pennsylvania
$8.11M -$13.9M -384,516 -64%
Bank of America
2
Bank of America
North Carolina
$7.67M -$2.09M -57,935 -22%
Victory Capital Management
3
Victory Capital Management
Texas
$6.83M
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.82M +$2.53M +70,101 +116%
G
5
GenTrust
Florida
$4.37M +$31.9K +883 +0.8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.74M -$44.3K -1,226 -3%
Ameriprise
7
Ameriprise
Minnesota
$1.49M +$1.19M +33,079 +444%
UBS Group
8
UBS Group
Switzerland
$1.06M -$1.3M -36,095 -56%
BCI
9
Brinker Capital Investments
Pennsylvania
$1.03M -$271K -7,500 -21%
1IA
10
1834 Investment Advisors
Wisconsin
$1M -$975K -27,005 -50%
GLR
11
Great Lakes Retirement
Ohio
$858K +$835K +23,128 New
CMO
12
Covenant Multifamily Offices
Texas
$822K +$297K +8,222 +59%
RGC
13
Roberts, Glore & Co
Illinois
$805K +$297K +8,225 +60%
SF
14
Summit Financial
New Jersey
$632K -$12.1M -335,017 -95%
AAM
15
Ameraudi Asset Management
New York
$577K +$565K +15,647 New
FWM
16
Frontier Wealth Management
Missouri
$573K -$234K -6,482 -29%
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$544K -$472K -13,085 -47%
RF
18
RHS Financial
California
$460K +$165K +4,575 +58%
LWA
19
LWS Wealth Advisors
New Jersey
$458K +$448K +12,407 New
LPL Financial
20
LPL Financial
California
$427K -$94.8K -2,625 -18%
Wells Fargo
21
Wells Fargo
California
$364K +$67.3K +1,865 +23%
William Blair & Company
22
William Blair & Company
Illinois
$258K -$108K -3,000 -30%
GM
23
GeoWealth Management
Illinois
$255K -$1.82M -50,329 -88%
FFN
24
Focus Financial Network
Minnesota
$254K -$69K -1,911 -22%
Citadel Advisors
25
Citadel Advisors
Florida
$251K -$201K -5,576 -45%

USCI Hedge Fund Activity: Q4 2019 in Review

54 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in US Commodity Index (USCI) for Q4 2019, worth a combined $47.1M — down 23% from $61.2M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of USCI and 11 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 9 added.

The largest buyer was Susquehanna International Group, adding an estimated $2.53M. The largest seller was Glenmede Trust, cutting an estimated $13.9M.

  • 54 institutional investors held US Commodity Index (USCI) as of Q4 2019, down from 58 in Q3 2019.
  • Funds reported $47.1M of US Commodity Index stock for Q4 2019, down 23% quarter-over-quarter.
  • 11 funds opened new US Commodity Index positions in Q4 2019 and 15 closed out, a net change of -4 holders.
  • The largest US Commodity Index buyer in Q4 2019 was Susquehanna International Group, an estimated $2.53M added.
  • The largest US Commodity Index seller in Q4 2019 was Glenmede Trust, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2019.