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ALD

WisdomTree Asia Local Debt Fund
ALD

Delisted

ALD was delisted on the 14th of March, 2019.

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31 hedge funds and large institutions have $444M invested in WisdomTree Asia Local Debt Fund in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

916% more capital invested

Capital invested by funds: $43.7M → $444M (+$400M)

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

18% less funds holding

Funds holding: 38 → 31 (-7)

78% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 9

Holders
31
Holders Change
-7
Holders Change %
-18.42%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
13
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WIM
Windhaven Investment Management
Massachusetts
+$8.76M
2
BCM
Bluefin Capital Management
New York
+$3.13M
3
Morgan Stanley
Morgan Stanley
New York
+$962K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$665K
5
CAM
Capstone Asset Management
Texas
+$211K

Top Sellers

Rank Fund Capital Flow
1
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
-$5.04M
2
JG
Jefferies Group
New York
-$4.01M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.22M
4
Barclays
Barclays
United Kingdom
-$469K
5
GC
Guggenheim Capital
Illinois
-$455K
Name Holding Trade Value Shares
Change 		Change in
Stake
BPBT
26
Boston Private Bank & Trust
Massachusetts
$29K – – –
Deutsche Bank
27
Deutsche Bank
Germany
$26K -$18.1K -374 -40%
U
28
UBS
Switzerland
$22K -$85.7K -1,767 -80%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$22K +$13.6K +280 +146%
AC
30
Alexandria Capital
Virginia
$17K – – –
Creative Planning
31
Creative Planning
Kansas
$9K – – –
JG
32
Jefferies Group
New York
– -$4.01M -82,853 Closed
Bank of New York Mellon
33
Bank of New York Mellon
New York
– -$1.22M -25,239 Closed
Barclays
34
Barclays
United Kingdom
– -$469K -9,763 Closed
GC
35
Guggenheim Capital
Illinois
– -$455K -9,400 Closed
TRCT
36
Tower Research Capital (TRC)
New York
– -$244K -5,036 Closed
Fidelity Investments
37
Fidelity Investments
Massachusetts
– -$243K -5,000 Closed
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
– -$51K -1,055 Closed
CG
39
Colony Group
Massachusetts
– -$26K -535 Closed
ECM
40
ETrade Capital Management
Virginia
– -$3K -65 Closed
1
2

ALD Hedge Fund Activity: Q4 2013 in Review

31 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Asia Local Debt Fund (ALD) for Q4 2013, worth a combined $444M — up 916% from $43.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ALD and 2 opened new positions — a net loss of 7 holders — while 10 trimmed existing stakes and 13 added.

The largest buyer was Windhaven Investment Management, adding an estimated $8.76M. The largest seller was Ohio Public Employees Retirement System (OPERS), cutting an estimated $5.04M.

  • 31 institutional investors held WisdomTree Asia Local Debt Fund (ALD) as of Q4 2013, down from 38 in Q3 2013.
  • Funds reported $444M of WisdomTree Asia Local Debt Fund stock for Q4 2013, up 916% quarter-over-quarter.
  • 2 funds opened new WisdomTree Asia Local Debt Fund positions in Q4 2013 and 9 closed out, a net change of -7 holders.
  • The largest WisdomTree Asia Local Debt Fund buyer in Q4 2013 was Windhaven Investment Management, an estimated $8.76M added.
  • The largest WisdomTree Asia Local Debt Fund seller in Q4 2013 was Ohio Public Employees Retirement System (OPERS), an estimated $5.04M sold.

Based on aggregated 13F filings for Q4 2013.