WisdomTree Chinese Yuan Strategy Fund
CYB was delisted on the 20th of October, 2023.
28 hedge funds and large institutions have $20.8M invested in WisdomTree Chinese Yuan Strategy Fund in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 9 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less funds holding
Funds holding: 30 → 28 (-2)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
56% less capital invested
Capital invested by funds: $47.5M → $20.8M (-$26.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
+$1.33M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$811K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$549K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$399K |
| 5 |
SAM
Symphony Asset Management
San Francisco,
California
|
+$381K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$7.41M |
| 2 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$5.77M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$3.97M |
| 4 |
Morgan Stanley
New York
|
-$2.34M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFS
26
MSI Financial Services
Springfield,
Massachusetts
| $10K | +$9.95K | +392 | New |
|
|
NSIM
27
North Star Investment Management
Chicago,
Illinois
| $5K | +$5.08K | +200 | New |
|
|
MAS
28
Madden Advisory Services
Jacksonville,
Florida
| $4K | +$3.98K | +157 | New |
|
|
QA
29
Quantitative Advantage
Minnetonka,
Minnesota
| – | -$5.77M | -226,382 | Closed |
|
|
FAAS
30
First Allied Advisory Services
San Diego,
California
| – | -$3.97M | -155,709 | Closed |
|
|
WFG
31
Wills Financial Group
Richmond,
Virginia
| – | -$1.95M | -76,415 | Closed |
|
|
CS
32
Credit Suisse
Zurich,
Switzerland
| – | -$1.4M | -55,000 | Closed |
|
|
RJA
33
Raymond James & Associates
St Petersburg,
Florida
| – | -$804K | -31,563 | Closed |
|
34
Verition Fund Management
Greenwich,
Connecticut
| – | -$500K | -19,645 | Closed |
|
|
CG
35
Colony Group
Boston,
Massachusetts
| – | -$51K | -2,000 | Closed |
|
36
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$15K | -591 | Closed |
|
37
Creative Planning
Overland Park,
Kansas
| – | -$10K | -400 | Closed |
|
CYB Hedge Fund Activity: Q1 2014 in Review
28 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Chinese Yuan Strategy Fund (CYB) for Q1 2014, worth a combined $20.8M — down 56% from $47.5M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of CYB and 7 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 7 added.
The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $1.33M. The largest seller was LPL Financial, cutting an estimated $7.41M.
- 28 institutional investors held WisdomTree Chinese Yuan Strategy Fund (CYB) as of Q1 2014, down from 30 in Q4 2013.
- Funds reported $20.8M of WisdomTree Chinese Yuan Strategy Fund stock for Q1 2014, down 56% quarter-over-quarter.
- 7 funds opened new WisdomTree Chinese Yuan Strategy Fund positions in Q1 2014 and 9 closed out, a net change of -2 holders.
- The largest WisdomTree Chinese Yuan Strategy Fund buyer in Q1 2014 was Virtu KCG Holdings, an estimated $1.33M added.
- The largest WisdomTree Chinese Yuan Strategy Fund seller in Q1 2014 was LPL Financial, an estimated $7.41M sold.
Based on aggregated 13F filings for Q1 2014.