WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
12 hedge funds and large institutions have $4.13M invested in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in 2014 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
22% more capital invested
Capital invested by funds: $3.38M → $4.13M (+$750K)
8% less funds holding
Funds holding: 13 → 12 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$682K |
| 2 |
Jane Street
New York
|
+$476K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$79.3K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$51.9K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$34K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$373K |
| 2 |
Morgan Stanley
New York
|
-$55.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $2.87M | +$682K | +26,278 | +31% |
|
|
2
Jane Street
New York
| $477K | +$476K | +18,352 | New |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $176K | +$79.3K | +3,054 | +82% |
|
|
4
Morgan Stanley
New York
| $165K | -$55.7K | -2,146 | -25% |
|
|
WT
5
Whittier Trust
South Pasadena,
California
| $130K | – | – | – |
|
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $104K | +$51.9K | +2,000 | +100% |
|
|
OIA
7
Optimum Investment Advisors
Chicago,
Illinois
| $79K | – | – | – |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $63K | +$34K | +1,310 | +116% |
|
|
JWA
9
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $34K | – | – | – |
|
|
WTC
10
WhitTier Trust Company
Reno,
Nevada
| $25K | – | – | – |
|
11
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $6K | – | – | – |
|
|
12
LPL Financial
San Diego,
California
| – | -$373K | -14,332 | Closed |
|
13
Parallax Volatility Advisers
San Francisco,
California
| – | +$52 | +2 | New |
|
CXSE Hedge Fund Activity: Q4 2014 in Review
12 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) for Q4 2014, worth a combined $4.13M — up 22% from $3.38M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CXSE positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $682K. The largest seller was LPL Financial, exiting entirely with an estimated $373K sold.
- 12 institutional investors held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) as of Q4 2014, down from 13 in Q3 2014.
- Funds reported $4.13M of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund stock for Q4 2014, up 22% quarter-over-quarter.
- 2 funds opened new WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund positions in Q4 2014 and 1 closed out, a net change of +1 holder.
- The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund buyer in Q4 2014 was Susquehanna International Group, an estimated $682K added.
- The largest WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund seller in Q4 2014 was LPL Financial, an estimated $373K sold.
Based on aggregated 13F filings for Q4 2014.