WisdomTree International AI Enhanced Value Fund
AIVI
56 hedge funds and large institutions have $94.7M invested in WisdomTree International AI Enhanced Value Fund in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
6% more funds holding
Funds holding: 53 → 56 (+3)
3% more capital invested
Capital invested by funds: $92M → $94.7M (+$2.69M)
0.16% more ownership
Funds ownership: 26.93% → 27.09% (+0.16%)
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.65M |
| 2 |
Goldman Sachs
New York
|
+$1.9M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$1.25M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$450K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$316K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.18M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.65M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.2M |
| 5 |
Morgan Stanley
New York
|
-$923K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Canada Life
Winnipeg,
Manitoba, Canada
| $9K | – | – | – |
|
|
WA
52
Waverly Advisors
Birmingham,
Alabama
| $7K | -$21.6K | -464 | -76% |
|
|
ASN
53
Advisory Services Network
Atlanta,
Georgia
| $7K | +$7.09K | +152 | New |
|
|
WA
54
WFG Advisors
Dallas,
Texas
| $6K | +$47 | +1 | +0.8% |
|
55
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $4K | -$4.67K | -100 | -50% |
|
56
Envestnet Asset Management
Chicago,
Illinois
| $4K | +$47 | +1 | +1% |
|
|
57
Jane Street
New York
| – | -$2.7M | -59,290 | Closed |
|
|
ACM
58
Advisors Capital Management
Ridgewood,
New Jersey
| – | -$525K | -11,549 | Closed |
|
|
FNBT
59
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$308K | -6,775 | Closed |
|
|
ECM
60
ETrade Capital Management
Arlington,
Virginia
| – | -$29K | -631 | Closed |
|
|
KPCM
61
Kings Point Capital Management
Great Neck,
New York
| – | -$16K | -345 | Closed |
|
62
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$8K | -170 | Closed |
|
AIVI Hedge Fund Activity: Q4 2013 in Review
56 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q4 2013, worth a combined $94.7M — up 2.9% from $92M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new AIVI positions and 6 closed out — a net gain of 3 holders — while 17 added to existing stakes and 19 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.65M. The largest seller was Jane Street, exiting entirely with an estimated $2.7M sold.
- 56 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q4 2013, up from 53 in Q3 2013.
- Funds reported $94.7M of WisdomTree International AI Enhanced Value Fund stock for Q4 2013, up 2.9% quarter-over-quarter.
- 9 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q4 2013 and 6 closed out, a net change of +3 holders.
- The largest WisdomTree International AI Enhanced Value Fund buyer in Q4 2013 was Wells Fargo, an estimated $2.65M added.
- The largest WisdomTree International AI Enhanced Value Fund seller in Q4 2013 was Jane Street, an estimated $2.7M sold.
Based on aggregated 13F filings for Q4 2013.