arcanum analytica
← field notes
commitment of traders · cftc · weekly

cot tracker

managed-money net futures positioning in corn, soybeans, and wheat — released each friday for the previous tuesday. the smart/dumb money tell, rolled weekly.

commodity mm net w/w z-score w/w z signal
cornZC +56,713 +45,352 +0.06σ +0.23σ neutral
soybeansZS +130,505 +55,314 +0.84σ +0.57σ neutral
wheatZW -18,399 +16,488 +0.91σ +0.42σ neutral
cornZC
mm net +56,713 · z +0.06σ · neutral
+850k0-850kaug 16feb 19jul 21jan 24jul 26managed moneyproducer/merchantswap dealersother reportables
net positions by trader category · 520 weeks · as of 21 jul 26
+1σ-1σ+2σ-2σ+3σ-3σ0jul 21oct 22jan 24apr 25jul 26
managed-money net · 260-week rolling z-score · bands at ±1σ/±2σ/±3σ
soybeansZS
mm net +130,505 · z +0.84σ · neutral
+450k0-450kaug 16feb 19jul 21jan 24jul 26managed moneyproducer/merchantswap dealersother reportables
net positions by trader category · 520 weeks · as of 21 jul 26
+1σ-1σ+2σ-2σ+3σ-3σ0jul 21oct 22jan 24apr 25jul 26
managed-money net · 260-week rolling z-score · bands at ±1σ/±2σ/±3σ
wheatZW
mm net -18,399 · z +0.91σ · neutral
+200k0-200kaug 16feb 19jul 21jan 24jul 26managed moneyproducer/merchantswap dealersother reportables
net positions by trader category · 520 weeks · as of 21 jul 26
+1σ-1σ+2σ-2σ+3σ-3σ0jul 21oct 22jan 24apr 25jul 26
managed-money net · 260-week rolling z-score · bands at ±1σ/±2σ/±3σ

last eight weeks

report date ZC ZS ZW
net z net z net z
21 jul 26 +56,713 +0.06σ +130,505 +0.84σ -18,399 +0.91σ
14 jul 26 +11,361 -0.17σ +75,191 +0.27σ -34,887 +0.49σ
7 jul 26 -14,999 -0.30σ +69,579 +0.21σ -60,432 -0.16σ
30 jun 26 -66,996 -0.56σ +38,149 -0.11σ -67,561 -0.34σ
23 jun 26 -74,819 -0.60σ +36,986 -0.13σ -70,433 -0.42σ
16 jun 26 -49,487 -0.49σ +54,494 +0.05σ -68,968 -0.39σ
9 jun 26 -1,306 -0.25σ +97,859 +0.50σ -77,593 -0.61σ
2 jun 26 +120,136 +0.34σ +155,780 +1.10σ -54,640 -0.04σ
data: cftc disaggregated commitments of traders (publicreporting.cftc.gov) rebuilt 28 jul 2026 · latest report 21 jul 2026
esc to close · ↵ to jump · ↑↓ to select