text_combined: part finished sec var missing october december brent crude commodity positions get numbers reissue report likely different enough guesses inserted make difference total var highest seen 92 million one reason trading commodities var remains high 66 million though 81 million november reason trading securities var far highest 63 million merchant assets var 29 million total return swaps var 56 24 november time highs bacchus riva originated december conspired increase total return swap var nevertheless biggest culprit cerberus fixed eog shares swap put november cerberus contains ten million unhedged shares eog value shares increased 42 november 55 december raising var substantially regards eugenio