WisdomTree Chinese Yuan Strategy Fund
CYB was delisted on the 20th of October, 2023.
30 hedge funds and large institutions have $47.5M invested in WisdomTree Chinese Yuan Strategy Fund in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
7% more funds holding
Funds holding: 28 → 30 (+2)
5% more capital invested
Capital invested by funds: $45.2M → $47.5M (+$2.27M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$4.1M |
| 2 |
Jane Street
New York
|
+$2.08M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$631K |
| 4 |
RC
Reik & Co
New York
|
+$527K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$395K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.17M |
| 2 |
MM
Main Management
San Francisco,
California
|
-$817K |
| 3 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$806K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$432K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$409K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCM
26
Tradewinds Capital Management
Bellingham,
Washington
| $17K | +$17.8K | +675 | New |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $15K | -$26.5K | -1,006 | -63% |
|
|
EWM
28
Evercore Wealth Management
New York
| $15K | – | – | – |
|
|
LTFS
29
Ladenburg Thalmann Financial Services
Miami,
Florida
| $10K | – | – | – |
|
30
Creative Planning
Overland Park,
Kansas
| $10K | +$10.5K | +400 | New |
|
|
MM
31
Main Management
San Francisco,
California
| – | -$817K | -31,112 | Closed |
|
|
BAAM
32
Baker Avenue Asset Management
San Francisco,
California
| – | -$204K | -7,760 | Closed |
|
|
VKH
33
Virtu KCG Holdings
New York
| – | -$202K | -7,707 | Closed |
|
|
BIT
34
BlackRock Institutional Trust
San Francisco,
California
| – | -$198K | -7,532 | Closed |
|
|
RFS
35
Rockefeller Financial Services
New York
| – | -$6K | -215 | Closed |
|
CYB Hedge Fund Activity: Q4 2013 in Review
30 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Chinese Yuan Strategy Fund (CYB) for Q4 2013, worth a combined $47.5M — up 5% from $45.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CYB positions and 5 closed out — a net gain of 2 holders — while 8 added to existing stakes and 10 trimmed.
The largest buyer was First Allied Advisory Services, opening a new position worth an estimated $4.1M. The largest seller was LPL Financial, cutting an estimated $3.17M.
- 30 institutional investors held WisdomTree Chinese Yuan Strategy Fund (CYB) as of Q4 2013, up from 28 in Q3 2013.
- Funds reported $47.5M of WisdomTree Chinese Yuan Strategy Fund stock for Q4 2013, up 5% quarter-over-quarter.
- 7 funds opened new WisdomTree Chinese Yuan Strategy Fund positions in Q4 2013 and 5 closed out, a net change of +2 holders.
- The largest WisdomTree Chinese Yuan Strategy Fund buyer in Q4 2013 was First Allied Advisory Services, an estimated $4.1M added.
- The largest WisdomTree Chinese Yuan Strategy Fund seller in Q4 2013 was LPL Financial, an estimated $3.17M sold.
Based on aggregated 13F filings for Q4 2013.