Agri Blog

AgOptimus on CFTC Commitment of Traders Report – 5.12.23

COT – Grains

Wheat SRW
Changes from the Previous Report (May 2, 2023):

Total Change: -953 contracts.

Detailed Changes:

Producer/Merchant/Processor/User: Decreased by 3,039 long contracts and increased by 2,933 short contracts.

Swap Dealers: Increased by 1,788 long contracts and decreased by 236 short contracts.

Managed Money: Increased by 894 long contracts and decreased by 8,524 short contracts.

Other Reportables: Decreased by 2,709 long contracts and decreased by 369 short contracts.

Percent of Open Interest Represented by Each Category of Trader:

Producer/Merchant/Processor/User: Long – 16.3%, Short – 11.8%
Swap Dealers: Long – 15.8%, Short – 0.9%
Managed Money: Long – 12.9%, Short – 38.3%
Other Reportables: Long – 7.5%, Short – 2.8%

Wheat HRW
Changes from the Previous Report (May 2, 2023):

Total Change: 5,126 contracts.

Detailed Changes:

Producer/Merchant/Processor/User: Increased by 328 long contracts and increased by 9,835 short contracts.

Swap Dealers: Decreased by 604 long contracts and decreased by 31 short contracts.

Managed Money: Increased by 2,696 long contracts and decreased by 10,214 short contracts.

Other Reportables: Increased by 953 long contracts and increased by 818 short contracts.

Percent of Open Interest Represented by Each Category of Trader:

Producer/Merchant/Processor/User: Long – 18.1%, Short – 31.5%
Swap Dealers: Long – 18.1%, Short – 3.2%
Managed Money: Long – 19.9%, Short – 16.3%
Other Reportables: Long – 3.5%, Short – 7.1%

Corn
Changes from the Previous Report (May 2, 2023):

Total Change: 60,508 contracts.

Detailed Changes:

Producer/Merchant/Processor/User: Increased by 10,438 long contracts and increased by 24,607 short contracts.

Swap Dealers: Increased by 2,263 long contracts and increased by 438 short contracts.

Managed Money: Increased by 7,293 long contracts and decreased by 1,210 short contracts.

Other Reportables: Increased by 1,348 long contracts and decreased by 1,848 short contracts.

Percent of Open Interest Represented by Each Category of Trader:

Producer/Merchant/Processor/User: Long – 27.6%, Short – 34.3%
Swap Dealers: Long – 15.4%, Short – 0.7%
Managed Money: Long – 9.5%, Short – 16.0%
Other Reportables: Long – 5.1%, Short – 4.0%

Soybean

Changes from the Previous Report (May 2, 2023):

Total Change: 29,648 contracts.

Detailed Changes:

Producer/Merchant/Processor/User: Increased by 21,185 long contracts and increased by 10,888 short contracts.

Swap Dealers: Decreased by 1,267 long contracts and increased by 155 short contracts.

Managed Money: Increased by 2,634 long contracts and decreased by 1,255 short contracts.

Other Reportables: Increased by 314 long contracts and decreased by 109 short contracts.

Percent of Open Interest Represented by Each Category of Trader:

Producer/Merchant/Processor/User: Long – 30.5%, Short – 47.6%
Swap Dealers: Long – 15.3%, Short – 2.4%
Managed Money: Long – 13.9%, Short – 7.6%
Other Reportables: Long – 5.0%, Short – 3.4%

COT – Livestock

Live Cattle

Changes from the Previous Report (May 2, 2023):

Total Change: -33,500 contracts.

Detailed Changes:

Producer/Merchant/Processor/User: Decreased by 773 long contracts and decreased by 7,623 short contracts.

Swap Dealers: Decreased by 9 long contracts and increased by 126 short contracts.

Managed Money: Decreased by 14,485 long contracts and decreased by 2,213 short contracts.

Other Reportables: Increased by 1,976 long contracts and decreased by 1,596 short contracts.

Percent of Open Interest Represented by Each Category of Trader:

Producer/Merchant/Processor/User: Long – 10.7%, Short – 51.9%
Swap Dealers: Long – 13.6%, Short – 0.7%
Managed Money: Long – 27.9%, Short – 3.7%
Other Reportables: Long – 9.2%, Short – 1.6%

Feeder Cattle

Changes from the Previous Report (May 2, 2023):

Total Change: -1,998 contracts.

Detailed Changes:

Producer/Merchant/Processor/User: Decreased by 427 long contracts and decreased by 2,015 short contracts.

Swap Dealers: Decreased by 39 long contracts and decreased by 155 short contracts.

Managed Money: Decreased by 2,409 long contracts and decreased by 187 short contracts.

Other Reportables: Increased by 290 long contracts and decreased by 1,631 short contracts.
Percent of Open Interest Represented by Each Category of Trader:

Producer/Merchant/Processor/User: Long – 16.1%, Short – 19.8%
Swap Dealers: Long – 2.3%, Short – 1.1%
Managed Money: Long – 25.7%, Short – 9.3%
Other Reportables: Long – 3.9%, Short – 4.2%

COT – Energy

Crude Oil

Changes from the Previous Report (May 2, 2023):

Total Change: 3,379 contracts.

Detailed Changes:

Producer/Merchant/Processor/User: Increased by 618 long contracts and increased by 108 short contracts.

Swap Dealers: Increased by 344 long contracts and decreased by 443 short contracts.

Managed Money: Increased by 443 long contracts and increased by 108 short contracts.

Other Reportables: Increased by 2,776 long contracts and decreased by 459 short contracts.

Percent of Open Interest Represented by Each Category of Trader: Producer/Merchant/Processor/User: Long – 17.5%, Short – 15.3% Swap Dealers: Long – 6.3%, Short – 32.9% Managed Money: Long – 32.9%, Short – 15.3% Other Reportables: Long – 38.7%, Short – 11.1%

Disclaimer:

The risk of loss in Commodity Interest trading is substantial. Past performance is not indicative of future results. Any content presented should be viewed as a solicitation and an inducement to conduct business with AgOptimus. Market information presented is believed to be accurate as of the time of publication. Trading and investment decisions should be made at your own risk and only with risk capital. Be advised the views and opinions expressed herein do not necessarily reflect the current views or positions of AgOptimus and are subject to change at any time.

The information contained herein has been primarily derived from the CFTC Commitment of Traders Report, available at the following URL: https://www.cftc.gov/MarketReports/CommitmentsofTraders/index.htm. To ensure the highest level of accuracy and comprehensiveness, we strongly encourage readers to directly refer to the original report.

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