The Positioning Report | US
Soy Complex — COT Positioning
CFTC Disaggregated Commitments of Traders · Combined Futures & Options
Week of May 15, 2026 Soybean Meal · Soybean Oil
Data: CFTC weekly release
Market Positioning — Soy Complex
Percentile rankings relative to full available history (2010–present) · Managed Money = hedge funds & CTAs · Commercial = producers, merchants & swap dealers
Soybean Meal
CFTC Code 026 · COT data through 2026-05-12
334.30 $/ton
MM Net Position
+116,082
Managed money long minus short
97th pct
MM Week-over-Week
+5,143
Change in managed money net
Open Interest
651,275 cts
Total open interest (all participants)
94th pct
Commercial Net
-158,430
Prod/merchant + swap dealer net
3th pct
Price WoW Change
+11.80 $/ton
+3.7%  ·  latest 334.30 $/ton
Managed money is Heavily Long (97th percentile) relative to the full history of this market. Managed money added 5,143 net contracts week-over-week. Commercial hedgers hold a net short position of 158,430 contracts. Open interest is at an elevated level historically (94th percentile).

Managed money (hedge funds & CTAs) net long position by week of year, overlapping across all available years. Extreme readings — especially multi-year highs or lows — historically coincide with price turning points.

Date2026 ('000 cts)2025 ('000 cts)2024 ('000 cts)
Jan 06-20.7-58.643.0
Jan 13-17.1-63.510.5
Jan 20-38.2-61.2-4.1
Jan 27-31.8-52.3-19.0
Feb 03-21.7-33.5-22.1
Feb 10-14.3-47.2-14.6
Feb 17-1.8-57.0-27.6
Feb 2431.7-63.2-30.7
Mar 0362.1-85.3-47.6
Mar 1080.7-72.0-49.5
Mar 1783.9-61.0-50.9
Mar 24107.9-84.0-46.9
Mar 3199.9-100.7-29.8
Apr 0793.5-97.6-42.9
Apr 14135.7-69.6-24.1
Apr 21120.9-73.5-10.5
Apr 28121.2-98.219.7
May 05110.9-103.543.6
May 12116.1-102.788.0

Commercial hedger net position (producers, merchants, and swap dealers combined). Commercials are typically net short (forward sellers); a move toward net long is historically bullish.

Date2026 ('000 cts)2025 ('000 cts)2024 ('000 cts)
Jan 065.927.0-43.8
Jan 13-6.127.9-13.9
Jan 2016.826.3-8.1
Jan 27-0.322.66.7
Feb 03-8.10.816.1
Feb 10-19.912.113.9
Feb 17-33.820.225.3
Feb 24-68.830.925.6
Mar 03-87.753.549.8
Mar 10-115.640.144.0
Mar 17-116.726.641.7
Mar 24-149.246.932.5
Mar 31-138.955.714.0
Apr 07-133.351.727.8
Apr 14-173.733.66.5
Apr 21-157.341.31.4
Apr 28-156.561.7-31.7
May 05-153.261.9-55.0
May 12-158.461.8-106.5

Total open interest across all participant categories. Rising OI with a directional move confirms the trend; falling OI suggests position liquidation rather than new conviction.

Date2026 ('000 cts)2025 ('000 cts)2024 ('000 cts)
Jan 06551.2607.0489.9
Jan 13581.4628.5515.5
Jan 20599.2640.6547.3
Jan 27600.3646.5566.1
Feb 03613.3670.1564.0
Feb 10600.9653.2578.1
Feb 17598.7657.9597.2
Feb 24556.9595.2598.6
Mar 03584.4610.5541.0
Mar 10595.1608.1540.9
Mar 17605.5614.5535.5
Mar 24648.3631.7549.6
Mar 31659.2661.6544.4
Apr 07669.1694.0558.7
Apr 14683.7674.6547.3
Apr 21694.3675.6545.1
Apr 28637.9607.4543.7
May 05633.7633.1498.9
May 12651.3649.7526.4

Nearby futures price (ZM=F). Price shown for context; COT positioning is the primary signal.

DatePrice ($/ton)
2024-01-01368.60
2024-01-08351.30
2024-01-15356.50
2024-01-22349.00
2024-01-29356.80
2024-02-05346.80
2024-02-12345.60
2024-02-19331.50
2024-02-26334.00
2024-03-04341.30
2024-03-11334.70
2024-03-18339.10
2024-03-25337.70
2024-04-01333.10
2024-04-08344.40
2024-04-15343.70
2024-04-22340.00
2024-04-29366.50
2024-05-06367.00
2024-05-13368.80
2024-05-20386.50
2024-05-27364.70
2024-06-03360.70
2024-06-10368.40
2024-06-17361.80
2024-06-24360.50
2024-07-01387.00
2024-07-08368.50
2024-07-15336.80
2024-07-22353.30
2024-07-29361.50
2024-08-05326.30
2024-08-12303.40
2024-08-19306.30
2024-08-26311.60
2024-09-02318.40
2024-09-09315.40
2024-09-16317.40
2024-09-23343.70
2024-09-30330.50
2024-10-07316.50
2024-10-14315.60
2024-10-21305.80
2024-10-28295.30
2024-11-04296.20
2024-11-11289.60
2024-11-18289.20
2024-11-25287.10
2024-12-02283.80
2024-12-09284.10
2024-12-16294.50
2024-12-23300.90
2024-12-30299.90
2025-01-06290.60
2025-01-13297.20
2025-01-20304.90
2025-01-27301.10
2025-02-03301.40
2025-02-10295.90
2025-02-17294.80
2025-02-24291.70
2025-03-03296.50
2025-03-10298.90
2025-03-17300.30
2025-03-24293.50
2025-03-31283.10
2025-04-07299.60
2025-04-14295.60
2025-04-21290.00
2025-04-28290.20
2025-05-05287.20
2025-05-12291.90
2025-05-19296.20
2025-05-26296.30
2025-06-02295.70
2025-06-09291.90
2025-06-16284.10
2025-06-23271.10
2025-06-30273.80
2025-07-07267.60
2025-07-14274.00
2025-07-21267.80
2025-07-28267.50
2025-08-04273.40
2025-08-11283.40
2025-08-18296.70
2025-08-25283.60
2025-09-01280.50
2025-09-08288.30
2025-09-15282.90
2025-09-22268.80
2025-09-29270.70
2025-10-06267.40
2025-10-13281.00
2025-10-20294.10
2025-10-27321.60
2025-11-03317.10
2025-11-10322.50
2025-11-17315.10
2025-11-24314.40
2025-12-01304.70
2025-12-08300.60
2025-12-15297.60
2025-12-22303.70
2025-12-29291.00
2026-01-05300.00
2026-01-12290.00
2026-01-19299.90
2026-01-26293.60
2026-02-02303.60
2026-02-09309.20
2026-02-16309.80
2026-02-23315.50
2026-03-02313.10
2026-03-09319.90
2026-03-16328.00
2026-03-23315.30
2026-03-30315.20
2026-04-06331.80
2026-04-13331.80
2026-04-20324.30
2026-04-27320.80
2026-05-04322.50
2026-05-11334.30

Options-only open interest by trader category (futures-and-options combined minus futures-only). Teal = managed money options net (spec directional bets via options). Gold = swap dealer options net (dealer intermediation; negative = dealer short gamma). Red = producer/commercial options net (negative = producers bought puts → dealer sold puts). White dotted = Structural Hedging Pressure percentile rank vs. full history. Elevated pressure + reversing MM positioning = structural conditions for amplified price moves.

DateMM Options ('000)Swap Options ('000)Producer Options ('000)Pressure Rank
2024-05-21+25.3+42.3-76.277th
2024-05-28+38.7+46.1-94.282th
2024-06-04+37.8+54.7-99.383th
2024-06-11+50.0+72.6-113.589th
2024-06-18+60.3+86.2-120.090th
2024-06-25+55.1+90.3-123.293th
2024-07-02+46.6+91.4-123.192th
2024-07-09+41.7+94.8-125.890th
2024-07-16+11.8+101.9-105.085th
2024-07-23+3.9+105.5-106.384th
2024-07-30+16.3+104.0-119.988th
2024-08-06+26.2+104.1-131.890th
2024-08-13-9.4+106.7-103.585th
2024-08-20-6.8+106.5-114.086th
2024-08-27+4.8+105.4-128.488th
2024-09-03-1.4+1.6+1.18th
2024-09-10-1.5+1.6+0.66th
2024-09-17-1.5+1.6+0.77th
2024-09-24-1.7+1.6+0.57th
2024-10-01-2.1+1.5+0.26th
2024-10-08-2.2+1.0+2.211th
2024-10-15-2.5+1.3+2.713th
2024-10-22-2.7+1.3+3.315th
2024-10-29-4.9+1.6+4.320th
2024-11-05-7.7+2.0+6.128th
2024-11-12-10.7+1.9+9.032th
2024-11-19-11.0+2.6+9.133th
2024-11-26-11.3+3.1+9.336th
2024-12-03-12.6+4.3+9.738th
2024-12-10-13.7+5.2+9.940th
2024-12-17-14.2+6.4+9.440th
2024-12-24-14.5+7.8+7.141th
2024-12-31-17.9+7.5+6.445th
2025-01-07-15.3+8.9+5.444th
2025-01-14-12.3+9.3+2.537th
2025-01-21-13.4+10.8+6.143th
2025-01-28-11.5+11.8+4.241th
2025-02-04-11.6+12.8+3.040th
2025-02-11-6.8+16.1-6.542th
2025-02-18-7.8+18.7-6.745th
2025-02-25-8.0+19.8-10.052th
2025-03-04-6.5+21.3-13.153th
2025-03-11-10.4+27.8-12.957th
2025-03-18-12.4+32.2-17.760th
2025-03-25-12.2+36.3-22.462th
2025-04-01-16.2+42.7-24.564th
2025-04-08-20.9+41.8-25.365th
2025-04-15-21.4+38.4-20.863th
2025-04-22-29.9+41.6-14.965th
2025-04-29-37.3+43.9-16.169th
2025-05-06-36.5+44.6-17.769th
2025-05-13-36.9+52.3-27.171th
2025-05-20-33.1+53.5-31.971th
2025-05-27-24.6+54.6-41.371th
2025-06-03-28.2+60.0-44.373th
2025-06-10-58.3+78.9-37.077th
2025-06-17-85.2+96.8-27.078th
2025-06-24-104.5+97.3-16.380th
2025-07-01-126.6+100.0-6.781th
2025-07-08-126.1+100.2-10.181th
2025-07-15-131.2+99.2-10.480th
2025-07-22-136.8+100.3-16.581th
2025-07-29-136.4+102.2-12.982th
2025-08-05-132.0+104.0-27.183th
2025-08-12-104.1+100.5-52.482th
2025-08-19-83.2+96.5-63.080th
2025-08-26-60.2+98.9-78.383th
2025-09-02-3.0-0.6+3.814th
2025-09-09-3.0-0.5+4.214th
2025-09-16-3.2-0.5+4.415th
2025-09-23-3.7-0.2+4.916th
2025-09-30-3.4+0.1+6.518th
2025-10-07-2.7+0.6+5.716th
2025-10-14-3.2+0.7+5.616th
2025-10-21-2.9+0.6+5.315th
2025-10-28-3.1-0.1+4.814th
2025-11-04-1.6-0.8+4.712th
2025-11-10-1.1-0.7+4.210th
2025-11-18+0.5+0.5-0.10th
2025-11-25+0.2+1.8-2.88th
2025-12-02+0.1+2.4-2.810th
2025-12-09-0.5+3.8-2.513th
2025-12-16-0.7+5.2-3.419th
2025-12-23-0.4+5.7-2.818th
2025-12-30-0.2+5.5-3.321th
2026-01-06+0.5+7.2-4.527th
2026-01-13-0.3+8.5-7.031th
2026-01-20-1.6+9.2-5.430th
2026-01-27-3.4+8.3-4.831th
2026-02-03-3.2+8.9-5.331th
2026-02-10-4.3+14.1-10.444th
2026-02-17+6.6+12.0-20.152th
2026-02-24+15.8+13.2-31.861th
2026-03-03+24.2+12.4-42.166th
2026-03-10+28.2+16.7-51.470th
2026-03-17+30.3+20.9-57.471th
2026-03-24+29.0+21.9-53.970th
2026-03-31+31.9+21.9-55.470th
2026-04-07+29.5+20.9-53.468th
2026-04-14+34.1+21.2-52.169th
2026-04-21+37.5+21.4-53.169th
2026-04-28+37.5+23.8-59.672th
2026-05-05+50.7+25.7-77.376th
2026-05-12+59.8+30.1-100.178th
Soybean Oil
CFTC Code 007 · COT data through 2026-05-12
73.88 ¢/lb
MM Net Position
+162,287
Managed money long minus short
100th pct
MM Week-over-Week
-6,854
Change in managed money net
Open Interest
859,167 cts
Total open interest (all participants)
99th pct
Commercial Net
-171,755
Prod/merchant + swap dealer net
1th pct
Price WoW Change
-1.38 ¢/lb
-1.8%  ·  latest 73.88 ¢/lb
Managed money is Heavily Long (100th percentile) relative to the full history of this market. Managed money reduced 6,854 net contracts week-over-week. Commercial hedgers hold a net short position of 171,755 contracts. Open interest is at an elevated level historically (99th percentile).

Managed money (hedge funds & CTAs) net long position by week of year, overlapping across all available years. Extreme readings — especially multi-year highs or lows — historically coincide with price turning points.

Date2026 ('000 cts)2025 ('000 cts)2024 ('000 cts)
Jan 06-66.6-32.0-50.6
Jan 13-53.07.7-46.6
Jan 20-25.324.2-47.0
Jan 2713.339.8-44.7
Feb 039.842.2-54.4
Feb 1033.146.6-44.2
Feb 1741.853.5-35.4
Feb 2463.343.1-52.8
Mar 0375.59.7-52.3
Mar 10108.8-13.9-62.5
Mar 17122.4-27.6-33.4
Mar 24122.6-44.6-14.7
Mar 31135.8-5.81.0
Apr 07150.730.18.4
Apr 14148.341.0-4.1
Apr 21165.450.9-53.3
Apr 28165.763.4-49.5
May 05169.156.7-66.9
May 12162.367.4-65.7

Commercial hedger net position (producers, merchants, and swap dealers combined). Commercials are typically net short (forward sellers); a move toward net long is historically bullish.

Date2026 ('000 cts)2025 ('000 cts)2024 ('000 cts)
Jan 0674.5-1.431.8
Jan 1346.4-35.230.0
Jan 2018.7-40.228.9
Jan 27-23.0-55.323.9
Feb 03-14.4-60.536.9
Feb 10-44.9-66.133.6
Feb 17-47.7-75.127.9
Feb 24-67.9-57.037.7
Mar 03-78.2-20.939.7
Mar 10-112.33.252.7
Mar 17-133.312.232.3
Mar 24-130.128.017.6
Mar 31-148.4-13.46.4
Apr 07-165.9-50.41.7
Apr 14-154.4-58.913.4
Apr 21-183.7-64.243.3
Apr 28-182.9-79.542.0
May 05-187.6-73.360.1
May 12-171.8-80.454.1

Total open interest across all participant categories. Rising OI with a directional move confirms the trend; falling OI suggests position liquidation rather than new conviction.

Date2026 ('000 cts)2025 ('000 cts)2024 ('000 cts)
Jan 06701.9609.7521.1
Jan 13731.5637.3542.2
Jan 20749.7629.0572.6
Jan 27764.7616.0593.6
Feb 03778.1629.5612.9
Feb 10841.4620.9631.2
Feb 17864.1626.1604.0
Feb 24853.6586.9604.4
Mar 03877.2606.1558.3
Mar 10915.3612.6582.9
Mar 17923.6631.8595.8
Mar 24935.9636.6621.4
Mar 31937.5656.7623.1
Apr 07923.2634.7638.9
Apr 14892.4637.4627.2
Apr 21946.7633.1651.0
Apr 28841.3612.4624.4
May 05861.8644.0592.9
May 12859.2669.7591.9

Nearby futures price (ZL=F). Price shown for context; COT positioning is the primary signal.

DatePrice (¢/lb)
2024-01-0147.17
2024-01-0847.75
2024-01-1546.90
2024-01-2246.93
2024-01-2944.73
2024-02-0547.26
2024-02-1245.59
2024-02-1944.02
2024-02-2644.62
2024-03-0445.60
2024-03-1149.42
2024-03-1847.64
2024-03-2547.95
2024-04-0148.89
2024-04-0845.89
2024-04-1544.38
2024-04-2244.93
2024-04-2942.42
2024-05-0643.81
2024-05-1345.27
2024-05-2044.95
2024-05-2745.52
2024-06-0343.63
2024-06-1043.68
2024-06-1743.94
2024-06-2443.77
2024-07-0149.62
2024-07-0847.55
2024-07-1546.56
2024-07-2243.66
2024-07-2941.71
2024-08-0542.74
2024-08-1239.95
2024-08-1941.47
2024-08-2643.14
2024-09-0240.77
2024-09-0940.69
2024-09-1642.16
2024-09-2342.18
2024-09-3044.04
2024-10-0743.44
2024-10-1441.82
2024-10-2144.15
2024-10-2846.30
2024-11-0448.77
2024-11-1145.35
2024-11-1841.77
2024-11-2541.61
2024-12-0242.78
2024-12-0942.28
2024-12-1639.48
2024-12-2339.52
2024-12-3039.40
2025-01-0645.05
2025-01-1345.69
2025-01-2045.22
2025-01-2746.11
2025-02-0345.98
2025-02-1046.07
2025-02-1746.81
2025-02-2443.53
2025-03-0342.87
2025-03-1041.00
2025-03-1742.01
2025-03-2445.16
2025-03-3145.84
2025-04-0747.35
2025-04-1447.87
2025-04-2149.28
2025-04-2849.08
2025-05-0548.15
2025-05-1248.93
2025-05-1949.35
2025-05-2646.89
2025-06-0247.50
2025-06-0950.61
2025-06-1654.47
2025-06-2352.45
2025-06-3054.70
2025-07-0754.41
2025-07-1455.82
2025-07-2156.49
2025-07-2854.72
2025-08-0452.76
2025-08-1153.18
2025-08-1854.84
2025-08-2551.47
2025-09-0150.56
2025-09-0851.38
2025-09-1550.03
2025-09-2249.60
2025-09-2949.43
2025-10-0649.40
2025-10-1351.13
2025-10-2050.27
2025-10-2748.68
2025-11-0349.68
2025-11-1050.15
2025-11-1750.26
2025-11-2451.76
2025-12-0151.36
2025-12-0849.73
2025-12-1547.90
2025-12-2248.72
2025-12-2948.87
2026-01-0549.26
2026-01-1252.61
2026-01-1953.99
2026-01-2653.51
2026-02-0255.33
2026-02-0957.08
2026-02-1658.92
2026-02-2361.29
2026-03-0266.21
2026-03-0967.34
2026-03-1665.51
2026-03-2367.41
2026-03-3068.94
2026-04-0667.09
2026-04-1368.16
2026-04-2071.91
2026-04-2776.65
2026-05-0475.26
2026-05-1173.88

Options-only open interest by trader category (futures-and-options combined minus futures-only). Teal = managed money options net (spec directional bets via options). Gold = swap dealer options net (dealer intermediation; negative = dealer short gamma). Red = producer/commercial options net (negative = producers bought puts → dealer sold puts). White dotted = Structural Hedging Pressure percentile rank vs. full history. Elevated pressure + reversing MM positioning = structural conditions for amplified price moves.

DateMM Options ('000)Swap Options ('000)Producer Options ('000)Pressure Rank
2024-05-21-18.3+90.0-78.376th
2024-05-28-25.4+95.3-79.977th
2024-06-04-34.5+100.2-77.078th
2024-06-11-52.0+102.7-63.479th
2024-06-18-81.0+115.3-55.384th
2024-06-25-107.8+120.0-34.887th
2024-07-02-74.7+125.9-71.288th
2024-07-09-39.9+126.8-108.189th
2024-07-16-36.2+129.3-116.989th
2024-07-23-44.8+134.6-116.190th
2024-07-30-74.4+134.9-95.392th
2024-08-06-96.9+131.3-69.192th
2024-08-13-96.8+130.4-67.891th
2024-08-20-95.7+131.6-71.890th
2024-08-27-68.9+131.6-95.892th
2024-09-03-2.8+2.6+2.77th
2024-09-10-2.9+2.7+2.77th
2024-09-17-2.9+2.6+3.07th
2024-09-24-2.9+2.6+2.97th
2024-10-01-2.9+2.5+2.56th
2024-10-08-2.9+2.6+2.16th
2024-10-15-3.0+2.7+1.14th
2024-10-22-3.0+2.6+1.04th
2024-10-29-1.7+3.1-0.02th
2024-11-05-1.8+6.3-1.59th
2024-11-12-1.5+9.3-3.415th
2024-11-19-0.2+10.4-5.718th
2024-11-26-0.5+9.9-5.520th
2024-12-03-0.7+11.4-7.123th
2024-12-10-1.1+14.7-8.026th
2024-12-17-1.4+16.7-10.030th
2024-12-24-1.6+17.6-10.432th
2024-12-31-1.5+17.3-11.332th
2025-01-07-2.0+18.0-11.332th
2025-01-14-0.3+20.4-15.834th
2025-01-21-1.2+21.3-16.435th
2025-01-28-1.1+23.3-20.238th
2025-02-04-1.9+25.5-22.040th
2025-02-11-2.6+31.1-29.346th
2025-02-18+0.5+33.6-35.348th
2025-02-25+6.5+36.9-45.355th
2025-03-04+7.4+36.6-46.555th
2025-03-11+4.8+43.0-48.256th
2025-03-18-2.5+47.9-44.155th
2025-03-25-0.6+52.7-45.755th
2025-04-01+5.6+59.2-56.260th
2025-04-08+5.2+57.2-66.062th
2025-04-15+5.9+56.7-68.263th
2025-04-22+8.7+59.4-74.566th
2025-04-29+24.6+60.4-86.672th
2025-05-06+28.6+66.1-98.074th
2025-05-13+32.0+78.7-112.176th
2025-05-20+35.8+84.3-115.878th
2025-05-27+36.6+88.9-126.281th
2025-06-03+31.2+91.2-123.181th
2025-06-10+20.0+92.5-128.181th
2025-06-17+25.9+94.3-144.980th
2025-06-24+28.3+94.8-147.586th
2025-07-01+24.8+95.8-143.784th
2025-07-08+22.7+94.4-140.883th
2025-07-15+30.4+99.9-155.386th
2025-07-22+41.5+98.8-174.488th
2025-07-29+53.6+97.2-189.391th
2025-08-05+48.9+97.0-168.989th
2025-08-12+43.3+100.7-167.488th
2025-08-19+28.3+98.6-150.284th
2025-08-26+30.0+98.9-148.886th
2025-09-02+3.2-0.5-1.93th
2025-09-09+4.5-0.8-3.55th
2025-09-16+6.5-0.6-4.09th
2025-09-23+7.5-0.3-6.113th
2025-09-30+7.5-0.1-6.714th
2025-10-07+8.2+0.4-7.717th
2025-10-14+8.3+0.5-8.117th
2025-10-21+10.6+0.5-9.421th
2025-10-28+9.4+0.4-9.219th
2025-11-04+8.6+2.9-9.620th
2025-11-10+9.2+7.9-12.926th
2025-11-18+11.8+13.1-19.633th
2025-11-25+13.5+17.3-25.638th
2025-12-02+14.2+21.6-29.442th
2025-12-09+14.7+25.9-32.245th
2025-12-16+12.5+29.3-33.546th
2025-12-23+9.7+31.2-31.644th
2025-12-30+9.7+31.6-32.948th
2026-01-06+8.2+33.1-33.547th
2026-01-13+10.3+32.8-37.548th
2026-01-20+12.1+31.2-39.448th
2026-01-27+14.0+30.5-42.349th
2026-02-03+19.2+30.8-47.151th
2026-02-10+25.2+34.8-61.654th
2026-02-17+35.2+39.8-76.859th
2026-02-24+39.2+44.3-87.862th
2026-03-03+45.9+42.2-92.863th
2026-03-10+59.9+43.2-105.866th
2026-03-17+70.6+47.1-119.170th
2026-03-24+72.1+49.0-126.570th
2026-03-31+71.3+49.5-127.170th
2026-04-07+74.3+50.2-128.872th
2026-04-14+73.9+57.6-136.274th
2026-04-21+79.6+63.0-146.975th
2026-04-28+92.8+63.5-161.882th
2026-05-05+102.7+63.3-169.283th
2026-05-12+105.3+71.1-177.786th
The Positioning Report — Soy Complex — May 15, 2026 Data through: COT: May 16, 2026 Source: SoftSignal Research | https://reports.getsoftsignal.com/2026/positioning_grains_livestock_9c693277.html