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Invesco DB US Dollar Index Bullish Fund
UUP

93 hedge funds and large institutions have $382M invested in Invesco DB US Dollar Index Bullish Fund in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 14

118% more call options, than puts

Call options by funds: $201M | Put options by funds: $92.3M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

49% more capital invested

Capital invested by funds: $257M → $382M (+$125M)

37% more funds holding

Funds holding: 68 → 93 (+25)

0.83% more ownership

Funds ownership: 36.92% → 37.75% (+0.83%)

Holders
93
Holders Change
+25
Holders Change %
+36.76%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
40
Increased
26
Reduced
16
Closed
14
Calls
$201M
Puts
$92.3M
Net Calls
+$109M
Net Calls Change
+$17.1M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$16.8M
2
CS
Credit Suisse
Switzerland
+$15.3M
3
VF
Virtu Financial
New York
+$12.7M
4
AIM
Astor Investment Management
Illinois
+$12.5M
5
NYLIM
New York Life Investment Management
New York
+$9.28M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$45M
2
Comerica Bank
Comerica Bank
Texas
-$7.96M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
-$4.4M
4
TH
Timber Hill
Connecticut
-$2.48M
5
BCI
Brinker Capital Investments
Pennsylvania
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
BSWMG
26
Barrington Strategic Wealth Management Group
Illinois
$2.24M +$2.17M +93,570 New
TWM
27
Torch Wealth Management
Ohio
$2.14M +$4.65K +200 +0.2%
Goldman Sachs
28
Goldman Sachs
New York
$2M -$698K -30,049 -27%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$2M +$1.51M +64,864 +334%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$1.93M -$1.5M -64,500 -44%
KCM
31
Karp Capital Management
California
$1.91M +$1.85M +79,500 New
CCP
32
Clough Capital Partners
Massachusetts
$1.74M – – –
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$1.73M +$1.67M +72,000 New
VHAM
34
Van Hulzen Asset Management
California
$1.59M +$213K +9,150 +16%
Group One Trading
35
Group One Trading
Illinois
$1.47M +$1.42M +61,304 New
CB
36
Community Bank
New York
$1.44M +$1.39M +60,000 New
AI
37
Atria Investments
North Carolina
$1.42M +$1.38M +59,353 New
HIC
38
Holderness Investments Company
North Carolina
$1.4M +$1.36M +58,389 New
HighTower Advisors
39
HighTower Advisors
Illinois
$1.38M +$415K +17,858 +45%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$1.35M +$1.31M +56,510 New
Citadel Advisors
41
Citadel Advisors
Florida
$1.35M +$1.31M +56,514 New
William Blair & Company
42
William Blair & Company
Illinois
$1.28M +$1.25M +53,610 New
SPL
43
Smart Portfolios LLC
Washington
$1.28M +$1.03M +44,371 +500%
PAG
44
Private Advisor Group
New Jersey
$1.24M +$1.2M +51,674 New
SF
45
Synovus Financial
Georgia
$1.11M -$12.3K -528 -1%
ACM
46
Argentus Capital Management
Texas
$1.08M +$658K +28,315 +169%
PI
47
Placemark Investments
Illinois
$1.07M +$753K +32,385 +262%
PSW
48
Portfolio Strategies (Washington)
Washington
$900K +$288K +12,392 +49%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$887K +$72.7K +3,127 +9%
CC
50
CQS Cayman
Cayman Islands
$884K +$349K +15,000 +68%
1
2
3 4 5

UUP Hedge Fund Activity: Q4 2014 in Review

93 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bullish Fund (UUP) for Q4 2014, worth a combined $382M — up 49% from $257M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new UUP positions and 14 closed out — a net gain of 26 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was Wells Fargo, adding an estimated $16.8M. The largest seller was Wellington Management Group, cutting an estimated $45M.

  • 93 institutional investors held Invesco DB US Dollar Index Bullish Fund (UUP) as of Q4 2014, up from 68 in Q3 2014.
  • Funds reported $382M of Invesco DB US Dollar Index Bullish Fund stock for Q4 2014, up 49% quarter-over-quarter.
  • 40 funds opened new Invesco DB US Dollar Index Bullish Fund positions in Q4 2014 and 14 closed out, a net change of +26 holders.
  • The largest Invesco DB US Dollar Index Bullish Fund buyer in Q4 2014 was Wells Fargo, an estimated $16.8M added.
  • The largest Invesco DB US Dollar Index Bullish Fund seller in Q4 2014 was Wellington Management Group, an estimated $45M sold.

Based on aggregated 13F filings for Q4 2014.