WisdomTree Emerging Currency Strategy Fund
28 hedge funds and large institutions have $23.8M invested in WisdomTree Emerging Currency Strategy Fund in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 13 closing their positions.
62% more capital inflows, than outflows
Capital inflows: $11.7M | Capital outflows: $7.21M
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
18% less funds holding
Funds holding: 34 → 28 (-6)
38% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mosaic Financial Partners
San Francisco,
California
|
+$4.53M |
| 2 |
Jane Street
New York
|
+$2.24M |
| 3 |
Goldman Sachs
New York
|
+$1.91M |
| 4 |
IndexIQ Advisors
New York
|
+$1.29M |
| 5 |
National Planning Corporation
El Segundo,
California
|
+$51.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.62M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.52M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$800K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$643K |
| 5 |
Windhaven Investment Management
Boston,
Massachusetts
|
-$589K |
CEW Hedge Fund Activity: Q4 2014 in Review
28 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Currency Strategy Fund (CEW) for Q4 2014, worth a combined $23.8M — up 10% from $21.5M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of CEW and 8 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 7 added.
The largest buyer was Mosaic Financial Partners, opening a new position worth an estimated $4.53M. The largest seller was Morgan Stanley, cutting an estimated $1.62M.
- 28 institutional investors held WisdomTree Emerging Currency Strategy Fund (CEW) as of Q4 2014, down from 34 in Q3 2014.
- Funds reported $23.8M of WisdomTree Emerging Currency Strategy Fund stock for Q4 2014, up 10% quarter-over-quarter.
- 8 funds opened new WisdomTree Emerging Currency Strategy Fund positions in Q4 2014 and 13 closed out, a net change of -5 holders.
- The largest WisdomTree Emerging Currency Strategy Fund buyer in Q4 2014 was Mosaic Financial Partners, an estimated $4.53M added.
- The largest WisdomTree Emerging Currency Strategy Fund seller in Q4 2014 was Morgan Stanley, an estimated $1.62M sold.
Based on aggregated 13F filings for Q4 2014.