WisdomTree US AI Enhanced Value Fund
AIVL
113 hedge funds and large institutions have $306M invested in WisdomTree US AI Enhanced Value Fund in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
25% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 32
13% more capital invested
Capital invested by funds: $271M → $306M (+$35.7M)
9% more funds holding
Funds holding: 104 → 113 (+9)
1.54% more ownership
Funds ownership: 23.81% → 25.35% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Chevy Chase Trust
Bethesda,
Maryland
|
+$10.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.95M |
| 3 |
Jane Street
New York
|
+$6.75M |
| 4 |
Morgan Stanley
New York
|
+$4.31M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$2.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
-$9.32M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.41M |
| 3 |
Goldman Sachs
New York
|
-$2.56M |
| 4 |
SG Americas Securities
New York
|
-$868K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$792K |
AIVL Hedge Fund Activity: Q2 2014 in Review
113 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q2 2014, worth a combined $306M — up 13% from $271M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new AIVL positions and 5 closed out — a net gain of 9 holders — while 40 added to existing stakes and 32 trimmed.
The largest buyer was Chevy Chase Trust, opening a new position worth an estimated $10.4M. The largest seller was Jacobus Wealth Management, cutting an estimated $9.32M.
- 113 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q2 2014, up from 104 in Q1 2014.
- Funds reported $306M of WisdomTree US AI Enhanced Value Fund stock for Q2 2014, up 13% quarter-over-quarter.
- 14 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q2 2014 and 5 closed out, a net change of +9 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q2 2014 was Chevy Chase Trust, an estimated $10.4M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q2 2014 was Jacobus Wealth Management, an estimated $9.32M sold.
Based on aggregated 13F filings for Q2 2014.