WisdomTree Emerging Currency Strategy Fund
34 hedge funds and large institutions have $57M invested in WisdomTree Emerging Currency Strategy Fund in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 18 reducing their positions, and 9 closing their positions.
2.34% more ownership
Funds ownership: 34.92% → 37.26% (+2.3%)
9% less capital invested
Capital invested by funds: $62.4M → $57M (-$5.35M)
13% less funds holding
Funds holding: 39 → 34 (-5)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
72% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
+$2.07M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.6M |
| 3 |
Jane Street
New York
|
+$1.53M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$118K |
| 5 |
CG
Colony Group
Boston,
Massachusetts
|
+$44.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NHFG
New Harbor Financial Group
Worcester,
Massachusetts
|
-$3.31M |
| 2 |
M
MOTCO
San Antonio,
Texas
|
-$2.07M |
| 3 |
MM
Main Management
San Francisco,
California
|
-$1.29M |
| 4 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
-$1.08M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$660K |
CEW Hedge Fund Activity: Q4 2013 in Review
34 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Currency Strategy Fund (CEW) for Q4 2013, worth a combined $57M — down 8.6% from $62.4M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of CEW and 4 opened new positions — a net loss of 5 holders — while 18 trimmed existing stakes and 5 added.
The largest buyer was IndexIQ Advisors, adding an estimated $2.07M. The largest seller was New Harbor Financial Group, exiting entirely with an estimated $3.31M sold.
- 34 institutional investors held WisdomTree Emerging Currency Strategy Fund (CEW) as of Q4 2013, down from 39 in Q3 2013.
- Funds reported $57M of WisdomTree Emerging Currency Strategy Fund stock for Q4 2013, down 8.6% quarter-over-quarter.
- 4 funds opened new WisdomTree Emerging Currency Strategy Fund positions in Q4 2013 and 9 closed out, a net change of -5 holders.
- The largest WisdomTree Emerging Currency Strategy Fund buyer in Q4 2013 was IndexIQ Advisors, an estimated $2.07M added.
- The largest WisdomTree Emerging Currency Strategy Fund seller in Q4 2013 was New Harbor Financial Group, an estimated $3.31M sold.
Based on aggregated 13F filings for Q4 2013.