WisdomTree International AI Enhanced Value Fund
AIVI
64 hedge funds and large institutions have $104M invested in WisdomTree International AI Enhanced Value Fund in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 7 closing their positions.
85% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 13
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
5% more funds holding
Funds holding: 61 → 64 (+3)
3.39% less ownership
Funds ownership: 33.59% → 30.2% (-3.4%)
21% less capital invested
Capital invested by funds: $132M → $104M (-$28M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$14.9M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$1.4M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$1.18M |
| 4 |
FBNAT
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
+$1.02M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$777K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$19.1M |
| 2 |
Morgan Stanley
New York
|
-$10.7M |
| 3 |
CA
Cumberland Advisors
Sarasota,
Florida
|
-$3.39M |
| 4 |
Jane Street
New York
|
-$3.37M |
| 5 |
SC
SouthState Corp
Winter Haven,
Florida
|
-$1.07M |
AIVI Hedge Fund Activity: Q4 2014 in Review
64 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q4 2014, worth a combined $104M — down 21% from $132M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AIVI positions and 7 closed out — a net gain of 5 holders — while 24 added to existing stakes and 13 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $14.9M. The largest seller was Pinnacle Advisory Group, cutting an estimated $19.1M.
- 64 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q4 2014, up from 61 in Q3 2014.
- Funds reported $104M of WisdomTree International AI Enhanced Value Fund stock for Q4 2014, down 21% quarter-over-quarter.
- 12 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q4 2014 and 7 closed out, a net change of +5 holders.
- The largest WisdomTree International AI Enhanced Value Fund buyer in Q4 2014 was Susquehanna International Group, an estimated $14.9M added.
- The largest WisdomTree International AI Enhanced Value Fund seller in Q4 2014 was Pinnacle Advisory Group, an estimated $19.1M sold.
Based on aggregated 13F filings for Q4 2014.