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Invesco DB US Dollar Index Bullish Fund

70 hedge funds and large institutions have $269M invested in Invesco DB US Dollar Index Bullish Fund in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $109M | Put options by funds: $50.3M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 7170 (-1)

7.04% less ownership

Funds ownership: 41.32%34.29% (-7%)

17% less capital invested

Capital invested by funds: $324M → $269M (-$55M)

48% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 31

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
16
Reduced
31
Closed
15
Calls
$109M
Puts
$50.3M
Net Calls
+$59.1M
Net Calls Change
+$24.4M

UUP Hedge Fund Activity: Q4 2013 in Review

70 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Invesco DB US Dollar Index Bullish Fund (UUP) for Q4 2013, worth a combined $269M — down 17% from $324M a quarter earlier.

Fund positioning in UUP was balanced in Q4 2013: 15 funds opened new positions, 15 closed out, 16 added to existing stakes and 31 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $24.3M. The largest seller was UBS, cutting an estimated $31.1M.

  • 70 institutional investors held Invesco DB US Dollar Index Bullish Fund (UUP) as of Q4 2013, down from 71 in Q3 2013.
  • Funds reported $269M of Invesco DB US Dollar Index Bullish Fund stock for Q4 2013, down 17% quarter-over-quarter.
  • 15 funds opened new Invesco DB US Dollar Index Bullish Fund positions in Q4 2013 and 15 closed out, a net change of 0 holders.
  • The largest Invesco DB US Dollar Index Bullish Fund buyer in Q4 2013 was Wellington Management Group, an estimated $24.3M added.
  • The largest Invesco DB US Dollar Index Bullish Fund seller in Q4 2013 was UBS, an estimated $31.1M sold.

Based on aggregated 13F filings for Q4 2013.