We are live on ! Find out more
UUP icon

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
Creative Planning
76
Creative Planning
Kansas
$99K +$55.2K +2,375 +135%
WEC
77
Winslow Evans & Crocker
Massachusetts
$95.9K +$93K +4,000 New
MFS
78
MSI Financial Services
Massachusetts
$91K +$88K +3,785 New
CFA
79
Camarda Financial Advisors
Florida
$84K +$81K +3,486 New
ASN
80
Advisory Services Network
Georgia
$42K +$39.6K +1,706 New
CPA
81
Cowen Prime Advisors
New York
$38K – – –
SGC
82
South Georgia Capital
Illinois
$37K – – –
BRWM
83
B. Riley Wealth Management
Tennessee
$30K -$25.4K -1,095 -46%
CFA
84
Carroll Financial Associates
North Carolina
$17K – – –
LFR
85
Lehman Financial Resources
Pennsylvania
$17K – – –
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$16K +$15.1K +651 New
VAM
87
Visionary Asset Management
Texas
$14K +$13.3K +573 New
AA
88
Apriem Advisors
California
$12K – – –
Barclays
89
Barclays
United Kingdom
$5K – – –
WF
90
WealthTrust Fairport
Ohio
$5K – – –
M
91
MOTCO
Texas
$4K +$4.02K +173 New
TCM
92
Tradewinds Capital Management
Washington
$2K +$1.98K +85 New
BRWA
93
B. Riley Wealth Advisors
Florida
$24 +$23.2K +1,000 New
Comerica Bank
94
Comerica Bank
Texas
– -$7.96M -348,050 Closed
TH
95
Timber Hill
Connecticut
– -$2.48M -106,875 Closed
AWA
96
Arete Wealth Advisors
Illinois
– -$1.59M -69,616 Closed
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
– -$1.21M -52,831 Closed
CS
98
Comerica Securities
Michigan
– -$1.01M -44,153 Closed
S
99
SignatureFD
Georgia
– -$526K -23,000 Closed
MCM
100
Murphy Capital Management
New Jersey
– -$500K -21,900 Closed
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.