WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
21 hedge funds and large institutions have $21.8M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 6 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
9.81% less ownership
Funds ownership: 41.28% → 31.48% (-9.8%)
13% less funds holding
Funds holding: 24 → 21 (-3)
34% less capital invested
Capital invested by funds: $33.3M → $21.8M (-$11.4M)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.46M |
| 2 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$368K |
| 3 |
LPL Financial
San Diego,
California
|
+$296K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$246K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$60.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$6.82M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.41M |
| 3 |
Jane Street
New York
|
-$1.86M |
| 4 |
Morgan Stanley
New York
|
-$1.74M |
| 5 |
SCP
Syntal Capital Partners
Midland,
Texas
|
-$313K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fidelity Investments
Boston,
Massachusetts
| – | +$65 | +2 | New |
|
CXSE Hedge Fund Activity: Q4 2018 in Review
21 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q4 2018, worth a combined $21.8M — down 34% from $33.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of CXSE and 3 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 7 added.
The largest buyer was Bank of America, adding an estimated $5.46M. The largest seller was PNC Financial Services Group, cutting an estimated $6.82M.
- 21 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q4 2018, down from 24 in Q3 2018.
- Funds reported $21.8M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q4 2018, down 34% quarter-over-quarter.
- 3 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q4 2018 and 6 closed out, a net change of -3 holders.
- The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q4 2018 was Bank of America, an estimated $5.46M added.
- The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q4 2018 was PNC Financial Services Group, an estimated $6.82M sold.
Based on aggregated 13F filings for Q4 2018.