WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
13 hedge funds and large institutions have $8.35M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.
219% more capital invested
Capital invested by funds: $2.62M → $8.35M (+$5.73M)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
18% more funds holding
Funds holding: 11 → 13 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$3.97M |
| 2 |
Jane Street
New York
|
+$1.64M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$843K |
| 4 |
Morgan Stanley
New York
|
+$322K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
-$1.41M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$92.1K |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$11.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of New York Mellon
New York
| $3.99M | +$3.97M | +152,000 | New |
|
|
2
Jane Street
New York
| $2.07M | +$1.64M | +62,894 | +394% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.13M | +$843K | +32,252 | +298% |
|
|
4
Morgan Stanley
New York
| $583K | +$322K | +12,310 | +124% |
|
|
VKH
5
Virtu KCG Holdings
New York
| $202K | +$200K | +7,658 | New |
|
|
WT
6
Whittier Trust
South Pasadena,
California
| $131K | – | – | – |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $83K | +$82K | +3,138 | +9,229% |
|
|
OIA
8
Optimum Investment Advisors
Chicago,
Illinois
| $79K | +$78.9K | +3,020 | New |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $34K | +$25.1K | +962 | +278% |
|
|
WTC
10
WhitTier Trust Company
Reno,
Nevada
| $26K | – | – | – |
|
|
11
Bank of America
Charlotte,
North Carolina
| $15K | -$92.1K | -3,526 | -86% |
|
|
U
12
UBS
Zurich,
Switzerland
| $8K | -$11.2K | -430 | -57% |
|
|
LTFS
13
Ladenburg Thalmann Financial Services
Miami,
Florida
| $5K | – | – | – |
|
|
FHA
14
First Horizon Advisors
Memphis,
Tennessee
| – | -$1.41M | -56,000 | Closed |
|
CXSE Hedge Fund Activity: Q4 2013 in Review
13 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q4 2013, worth a combined $8.35M — up 219% from $2.62M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CXSE positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $3.97M. The largest seller was First Horizon Advisors, exiting entirely with an estimated $1.41M sold.
- 13 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q4 2013, up from 11 in Q3 2013.
- Funds reported $8.35M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q4 2013, up 219% quarter-over-quarter.
- 3 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q4 2013 and 1 closed out, a net change of +2 holders.
- The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q4 2013 was Bank of New York Mellon, an estimated $3.97M added.
- The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q4 2013 was First Horizon Advisors, an estimated $1.41M sold.
Based on aggregated 13F filings for Q4 2013.