CPI Inflation Hedged ETF
CPI was delisted on the 12th of December, 2023.
7 hedge funds and large institutions have $11.2M invested in CPI Inflation Hedged ETF in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 2 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
22% less funds holding
Funds holding: 9 → 7 (-2)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
72% less capital invested
Capital invested by funds: $39.6M → $11.2M (-$28.4M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$39.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$24.7M |
| 2 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$3.19M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$625K |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$14.2K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GA
1
Gateway Advisory
Westfield,
New Jersey
| $8.59M | -$3.19M | -123,021 | -27% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $2.41M | -$24.7M | -950,058 | -91% |
|
3
Citigroup
New York
| $100K | – | – | – |
|
|
4
Morgan Stanley
New York
| $39K | +$39.5K | +1,521 | New |
|
|
AIG
5
American International Group
New York
| $34.4K | – | – | – |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $12K | – | – | – |
|
|
U
7
UBS
Zurich,
Switzerland
| $7K | -$14.2K | -548 | -66% |
|
|
VKH
8
Virtu KCG Holdings
New York
| – | -$625K | -24,182 | Closed |
|
|
9
Wells Fargo
San Francisco,
California
| – | -$7K | -279 | Closed |
|
CPI Hedge Fund Activity: Q4 2013 in Review
7 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CPI Inflation Hedged ETF (CPI) for Q4 2013, worth a combined $11.2M — down 72% from $39.6M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of CPI and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 0 added.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $39.5K. The largest seller was Bank of America, cutting an estimated $24.7M.
- 7 institutional investors held CPI Inflation Hedged ETF (CPI) as of Q4 2013, down from 9 in Q3 2013.
- Funds reported $11.2M of CPI Inflation Hedged ETF stock for Q4 2013, down 72% quarter-over-quarter.
- 1 fund opened new CPI Inflation Hedged ETF positions in Q4 2013 and 2 closed out, a net change of -1 holder.
- The largest CPI Inflation Hedged ETF buyer in Q4 2013 was Morgan Stanley, an estimated $39.5K added.
- The largest CPI Inflation Hedged ETF seller in Q4 2013 was Bank of America, an estimated $24.7M sold.
Based on aggregated 13F filings for Q4 2013.