WisdomTree Brazilian Real Strategy Fund
BZF was delisted on the 14th of March, 2019.
25 hedge funds and large institutions have $504M invested in WisdomTree Brazilian Real Strategy Fund in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 5 closing their positions.
5,683% more capital invested
Capital invested by funds: $8.71M → $504M (+$495M)
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
39% more funds holding
Funds holding: 18 → 25 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
+$489M |
| 2 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
+$10.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.05M |
| 4 |
EHPM
Emery Howard Portfolio Management
Burlingame,
California
|
+$2.51M |
| 5 |
William Blair & Company
Chicago,
Illinois
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MM
Main Management
San Francisco,
California
|
-$793K |
| 2 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
-$590K |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$302K |
| 4 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$262K |
| 5 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$31K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MM
26
Main Management
San Francisco,
California
| – | -$793K | -43,747 | Closed |
|
|
JGUA
27
John G. Ullman & Associates
Corning,
New York
| – | -$590K | -32,550 | Closed |
|
|
WBG
28
Wharton Business Group
Malvern,
Pennsylvania
| – | -$262K | -14,475 | Closed |
|
|
TSW
29
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$31K | -1,700 | Closed |
|
30
Citigroup
New York
| – | -$2K | -110 | Closed |
|
BZF Hedge Fund Activity: Q4 2013 in Review
25 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Brazilian Real Strategy Fund (BZF) for Q4 2013, worth a combined $504M — up 5,683% from $8.71M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BZF positions and 5 closed out — a net gain of 8 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Windhaven Investment Management, adding an estimated $489M. The largest seller was Main Management, exiting entirely with an estimated $793K sold.
- 25 institutional investors held WisdomTree Brazilian Real Strategy Fund (BZF) as of Q4 2013, up from 18 in Q3 2013.
- Funds reported $504M of WisdomTree Brazilian Real Strategy Fund stock for Q4 2013, up 5,683% quarter-over-quarter.
- 13 funds opened new WisdomTree Brazilian Real Strategy Fund positions in Q4 2013 and 5 closed out, a net change of +8 holders.
- The largest WisdomTree Brazilian Real Strategy Fund buyer in Q4 2013 was Windhaven Investment Management, an estimated $489M added.
- The largest WisdomTree Brazilian Real Strategy Fund seller in Q4 2013 was Main Management, an estimated $793K sold.
Based on aggregated 13F filings for Q4 2013.