WisdomTree Chinese Yuan Strategy Fund
CYB was delisted on the 20th of October, 2023.
28 hedge funds and large institutions have $45.2M invested in WisdomTree Chinese Yuan Strategy Fund in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 7 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
13% less funds holding
Funds holding: 32 → 28 (-4)
15% less capital invested
Capital invested by funds: $53.2M → $45.2M (-$7.91M)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.23M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$710K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$325K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$214K |
| 5 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.66M |
| 2 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$3.08M |
| 3 |
Verition Fund Management
Greenwich,
Connecticut
|
-$1.03M |
| 4 |
Jane Street
New York
|
-$896K |
| 5 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$876K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
26
Evercore Wealth Management
New York
| $16K | – | – | – |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $11K | – | – | – |
|
|
RFS
28
Rockefeller Financial Services
New York
| $6K | – | – | – |
|
|
AGA
29
Accuvest Global Advisors
Provo,
Utah
| – | -$3.08M | -118,725 | Closed |
|
|
WG
30
Winchester Group
New York
| – | -$519K | -20,000 | Closed |
|
|
RJFSA
31
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$406K | -15,640 | Closed |
|
32
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$400K | -15,399 | Closed |
|
|
CAM
33
Carret Asset Management
New York
| – | -$202K | -7,800 | Closed |
|
|
MA
34
MUFG Americas
New York
| – | -$18K | -700 | Closed |
|
35
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$9K | -330 | Closed |
|
CYB Hedge Fund Activity: Q3 2013 in Review
28 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Chinese Yuan Strategy Fund (CYB) for Q3 2013, worth a combined $45.2M — down 15% from $53.2M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of CYB and 3 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 8 added.
The largest buyer was Goldman Sachs, adding an estimated $1.23M. The largest seller was LPL Financial, cutting an estimated $3.66M.
- 28 institutional investors held WisdomTree Chinese Yuan Strategy Fund (CYB) as of Q3 2013, down from 32 in Q2 2013.
- Funds reported $45.2M of WisdomTree Chinese Yuan Strategy Fund stock for Q3 2013, down 15% quarter-over-quarter.
- 3 funds opened new WisdomTree Chinese Yuan Strategy Fund positions in Q3 2013 and 7 closed out, a net change of -4 holders.
- The largest WisdomTree Chinese Yuan Strategy Fund buyer in Q3 2013 was Goldman Sachs, an estimated $1.23M added.
- The largest WisdomTree Chinese Yuan Strategy Fund seller in Q3 2013 was LPL Financial, an estimated $3.66M sold.
Based on aggregated 13F filings for Q3 2013.