DATA 04 — Market Data Series

COT
Report.

Reading the big players' hand, made simple for investors: hedge funds, giant banks, and gold producers — which side are they really on? And you can check, free, every single week

Jul 8, 2026 10 min read Beginner 3 player groups

"They don't predict the market.
They position according to it."

— Power of Price
What Is the COT Report? Track what smart money is doing — Gold XAUUSD and Bitcoin · Power of Price
BASICS · THE BIG MONEY'S CHEAT SHEET 01

What is the
COT Report?

Ever wondered what the "big money" in the market is really thinking? Hedge funds, giant banks, and gold producers — which side are they quietly holding: Long, or Short?

The good news: none of this is a secret. It's published for everyone to see, free, every week, in a report called the COT Report 👇

COT stands for Commitment of Traders. Put simply, it's a "register" showing how many Buy (Long) and Sell (Short) positions the big players in the futures market are holding on each side — like a "cheat sheet" that reveals where the market's biggest hands have placed their bets.

Report basics
  • Published by: the CFTC, the US futures market regulator
  • Released: every Friday around 15:30 US time (roughly 2–3 AM Saturday, Thai time)
  • Data as of: the Tuesday of that week (about a 3-day lag)
Infographic: what the COT Report is, why traders watch it, and the 3 player groups — Commercial, Non-Commercial, Non-Reportable, with a Managed Money note
One-page summary: what COT is · why it matters · the 3 player groups (Commercial / Non-Commercial / Retail) + Managed Money
WHY IT MATTERS · THE BIG-PICTURE COMPASS 02

Why do traders worldwide
watch the COT?

The report earns its place for 4 main reasons — enough to make traders of every style, technical or data-driven, check it every week.

1
Gauge Market Sentiment
See whether the overall market is leaning bullish or bearish
2
Track the Smart Money
See which side the big funds are accumulating
3
Spot Reversals (Extreme Levels)
When everyone crowds onto one side, the market is often close to flipping
4
Confirm the Trend
Check whether the trend on your chart is genuinely backed by big money
Key point: COT is not a day-to-day entry/exit timing tool — it's the "big picture" that helps you understand where the money is flowing.
THE PLAYERS · WHO'S WHO IN THE REPORT 03

Who are the players
in the COT Report?

The standard (Legacy) report splits participants into 3 main groups — with motivations that are worlds apart.

🏦
1. Commercials — Hedgers
Banks, producers, and large firms that use the actual commodity — gold miners, refineries. They open positions to hedge risk, not to speculate. They're the group with the deepest knowledge of their market, and they typically move against the crowd — buying cheap, selling expensive.
📊
2. Non-Commercials — Large Speculators
Hedge funds, fund managers, professional speculators. They trade purely for profit, usually ride the trend, and are the group that reflects "market sentiment" most clearly.
👤
3. Non-Reportables — Small Traders
Retail traders whose positions are too small to require reporting. They tend to arrive late — and tend to be on the wrong side when the market turns.
Large Speculators — hedge funds, fund managers, professional traders: the group that mirrors market sentiment most clearly
Large Speculators — trend followers, profit seekers, and the clearest mirror of market sentiment

💡 For commodity markets like gold, there's a more granular version called the Disaggregated Report, which explicitly breaks the speculators out into Managed Money (the funds) — the group gold traders watch most closely.

HOW TO USE · READ THE RIGHT GROUP 04

How do the groups differ?
Which one should you follow?

The key: each group's "motivation" is different — so never blend the three groups' numbers into one mushy total.

Commercials open positions to hedge → use them as a "reversal signal" when they hold extreme positions against the market
Non-Commercials / Managed Money trade to speculate → use them to read the "direction and strength of the trend"
Non-Reportables → use as confirmation; they're usually the wrong side at market extremes

Practical guidance
  • Watch Non-Commercials / Managed Money first — they mirror speculative sentiment most directly
  • Use Commercials as a secondary signal to catch reversals at extreme levels
⚠️ Caution: when the big money crowds too far onto one side — the market is often close to flipping.
NET POSITION · THE HEART OF READING COT 05

Reading Net Position,
made simple.

This is the heart of reading COT — one simple formula:

Net Position = Long (buy contracts) − Short (sell contracts)

Example: if the funds hold 180,000 Long contracts and 60,000 Short contracts:

180,000 Long · buy contracts
60,000 Short · sell contracts
+120,000 Net Position · Net Long

Quick interpretation:

🟢 Positive Net (Net Long) = leaning bullish
🔴 Negative Net (Net Short) = leaning bearish
Net near zero = the market hasn't decided / sideways

But what matters more than any single number is:

1
The week-over-week change
Is Net rising or falling? It tells you whether the big money is accumulating or unloading
2
Extreme levels vs history
A Net that's unusually high or low against its own history is often an early reversal warning
IN PRACTICE · FROM REPORT TO TRADE PLAN 06

How do you apply COT
to your trading?

Practical playbook
  • Use it as a big-picture compass alongside technical analysis (Price Action, Supply & Demand)
  • When the chart trend + COT direction agree → your conviction in the plan goes up
  • When Net Position hits an extreme → raise your guard, don't chase price
  • Best suited to medium–long term planning — the data updates weekly, it's not a daily signal
Always remember: COT is a "decision-support" tool, not an automatic buy–sell button. Always use it together with your own trading system and risk management.
#COTReport #SmartMoney #NetPosition #PowerOfPrice
FREE TOOL · NO MORE MANUAL MATH 07

📊 See the COT data, summarized,
at PowerOfPrice.co

We know that adding and subtracting the numbers yourself every week gets exhausting...

At www.powerofprice.co we distill the COT Report into an easy-to-read Data Infographic, so you can see the full picture of the market's biggest players at a glance.

See the gold and Bitcoin COT Report summarized as a Data Infographic at PowerOfPrice.co
COT Report Summary for Gold + Bitcoin · updated weekly on our Market Data page
What you get
  • No manual math — we calculate the Net Position for you
  • See the big money's direction in Gold / Bitcoin clearly
  • Apply it to your own trading and investing plan right away

Come take a look 👉 Follow the gold COT Report on the powerofprice.co Market Data page

CLOSING · FOLLOW THE SMART MONEY

"Don't trade against the big money
before you know
which side they're on"

Power of Price · Market Data Series

This content is for educational purposes only and is not investment advice. Trading involves risk — please study and manage your risk before every decision.