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BZF

WisdomTree Brazilian Real Strategy Fund

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 1825 (+7)

Holders
25
Holders Change
+7
Holders Change %
+38.89%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
6
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1
Windhaven Investment Management
Massachusetts
$475M +$489M +27,414,698 +42,208%
Ohio Public Employees Retirement System (OPERS)
2
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.9M +$10.2M +572,515 New
Bank of America
3
Bank of America
North Carolina
$3.98M +$4.05M +227,188 +7,720%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.48M +$1.58M +88,468 +78%
Jane Street
5
Jane Street
New York
$3.37M +$406K +22,770 +13%
EHPM
6
Emery Howard Portfolio Management
California
$2.43M +$2.51M +140,595 New
William Blair & Company
7
William Blair & Company
Illinois
$1.77M +$1.82M +102,094 New
WA
8
WealthTrust-Arizona
Arizona
$1.25M +$1.28M +71,881 +39,279%
WT
9
Wilmington Trust
Delaware
$666K +$687K +38,524 New
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$599K +$617K +34,600 New
Morgan Stanley
11
Morgan Stanley
New York
$265K +$70.6K +3,957 +35%
V
12
Veritable
Delaware
$255K +$262K +14,718 New
CAM
13
Capstone Asset Management
Texas
$228K +$235K +13,157 New
U
14
UBS
Switzerland
$111K -$302K -16,931 -73%
Wells Fargo
15
Wells Fargo
California
$83K -$9.31K -522 -10%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$39K -$29.8K -1,672 -43%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$36K +$37.4K +2,098 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$30K +$30.8K +1,727 New
HCM
19
Highlander Capital Management
New Jersey
$22.5K
TWM
20
Torch Wealth Management
Ohio
$13K +$13K +730 New
CAL
21
Capital Advisors Ltd
Ohio
$8K +$8.45K +474 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6.69K +375 New
HRIA
23
Haberer Registered Investment Advisor
Ohio
$5K
TRCT
24
Tower Research Capital (TRC)
New York
$5K +$5.35K +300 New
MFS
25
MSI Financial Services
Massachusetts
$3K -$1.62K -91 -31%

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.