WisdomTree International AI Enhanced Value Fund
AIVI
51 hedge funds and large institutions have $68M invested in WisdomTree International AI Enhanced Value Fund in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
12% more capital invested
Capital invested by funds: $60.7M → $68M (+$7.29M)
9% more funds holding
Funds holding: 47 → 51 (+4)
3.33% more ownership
Funds ownership: 29.64% → 32.97% (+3.3%)
8% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.53M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$915K |
| 3 |
Bank of New York Mellon
New York
|
+$569K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$373K |
| 5 |
FMBTD
First Midwest Bank Trust Division
Joliet,
Illinois
|
+$309K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.5M |
| 2 |
SG Americas Securities
New York
|
-$1.19M |
| 3 |
Morgan Stanley
New York
|
-$520K |
| 4 |
PGFC
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
-$454K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$411K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFA
51
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
|
52
Jane Street
New York
| – | -$1.5M | -35,264 | Closed |
|
|
53
SG Americas Securities
New York
| – | -$1.19M | -27,999 | Closed |
|
|
VF
54
Virtu Financial
New York
| – | -$205K | -4,817 | Closed |
|
55
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$22K | -525 | Closed |
|
56
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$10K | -235 | Closed |
|
|
NFG
57
Next Financial Group
Houston,
Texas
| – | -$9K | -210 | Closed |
|
AIVI Hedge Fund Activity: Q4 2017 in Review
51 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q4 2017, worth a combined $68M — up 12% from $60.7M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new AIVI positions and 6 closed out — a net gain of 5 holders — while 14 added to existing stakes and 13 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $1.53M. The largest seller was Jane Street, exiting entirely with an estimated $1.5M sold.
- 51 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q4 2017, up from 47 in Q3 2017.
- Funds reported $68M of WisdomTree International AI Enhanced Value Fund stock for Q4 2017, up 12% quarter-over-quarter.
- 11 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q4 2017 and 6 closed out, a net change of +5 holders.
- The largest WisdomTree International AI Enhanced Value Fund buyer in Q4 2017 was Raymond James & Associates, an estimated $1.53M added.
- The largest WisdomTree International AI Enhanced Value Fund seller in Q4 2017 was Jane Street, an estimated $1.5M sold.
Based on aggregated 13F filings for Q4 2017.