Managed Money Negates Part Of Net Long Cattle Position

Large commodity index funds, or managed money, negated part of their net long live cattle futures position in the week ended Tuesday as cattle owners covered a portion of their total net short position.

The Commodity Futures Trading Commission’s weekly Commitments of Traders report Friday provided the details.

 

FUNDS ADD SHORT POSITIONS

 

Tuesday, managed money had a collective net long live cattle position of 117,617 contracts, down 21,509. Or 15.5%, from 139,126 a week earlier.

At the same time, cattle owners, referred to as commercial traders, had a total net short futures position of 138,791 contracts, down 10,871, or 7.26%, from 149,662 a week earlier.

Total live cattle open interest Tuesday was 357,846 contracts, down 48,068, or 11.8%, from 405,914 a week earlier.

The CFTC said managed money on Tuesday held 40,038 long live cattle positions, or 15.2% of total open interest, a decline of 319 from a week earlier.  They also held 86,404 short positions, or 32.8% of the total, an increase of 4,086, and 40,031 spread positions, or 15.2% of total open interest, a decline of 9,087.

Commercials Tuesday had 40,781 long positions, or 15.5% of total open interest, for a decline of 2,908 from a week earlier.  They also held 72,592 short positions, or 27.6% of the total for a decline of 8,122.

CME Group data showed that the most-active Jun futures contract settled Tuesday at $193.62 per cwt, down $11.80, or 5.74%, from $205.42 a week earlier.

 

FUNDS EXPAND LONG CORN POSITION

 

Meanwhile, managed money had a collective net long corn position of 131,184 contracts, up 2,751, or 2.14%, from 128,433 a week earlier.

And commercial traders Tuesday had a total net short position of 395,228 contracts, up 4,920, or 1.26%, from 390,308 a week earlier.

Total corn open interest Tuesday was 1.810 million contracts, down 69,856, or 37.2%, from 1.880 million a week earlier.

The CFTC said managed money Tuesday held 290,992 long corn positions, or 16.1% of total open interest, a gain of 5,914 contracts.  They also held 159,808 short positions, or 8.8% of the total, a gain of 3,163 from a week earlier.  Further, they held 270,917 spread positions, or 15.0% of open interest, a decline of 57,126 from a week earlier.

Commercials Tuesday held 456,137 long corn positions, or 25.2% of total open interest, a gain of eight contracts.  They also held 851,365 short positions, or 47.0% of total open interest, a gain of 4,928 from a week earlier.

The most-active Jul contract settled Tuesday at $4.74 ¾ a bushel, up $0.06 ½, or 1.39%, from $4.68 ¼ a week earlier.

 

CATTLE, BEEF RECAP

 

The USDA reported formula and contract base prices for live FOB steers and heifers last week ranged from $208.00 per cwt to $213.76, compared with the previous week’s range of $210.15 to $214.47 per cwt.  FOB dressed steers, and heifers went for $328.43 per cwt to $333.61, compared with $329.75 to $339.08.

The USDA choice cutout Friday was down $0.07 per cwt at $334.22 while select was off $1.00 at $313.96.  The choice/select spread widened to $20.26 from $19.33 with 76 loads of fabricated product and 27 loads of trimmings and grinds sold into the spot market.

The USDA-listed the weighted average wholesale price for fresh 90% lean beef was $380.63 per cwt, and 50% beef was $112.41.

The USDA said basis bids for corn from feeders in the Southern Plains were unchanged at $1.20 to $1.32 a bushel over the May corn contract, which settled at $4.90 ¼, up $0.07 1/4.

No live cattle were tendered for delivery Friday.

The CME Feeder Cattle Index for the seven days ended Thursday was $286.13 per cwt, down $1.16.  This compares with Friday’s Apr contract settlement of $285.17, down $2.40.