WisdomTree Chinese Yuan Strategy Fund
CYB was delisted on the 20th of October, 2023.
27 hedge funds and large institutions have $30.4M invested in WisdomTree Chinese Yuan Strategy Fund in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
25% more capital invested
Capital invested by funds: $24.2M → $30.4M (+$6.16M)
0% more funds holding
Funds holding: 27 → 27 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$2.8M |
| 2 |
Jane Street
New York
|
+$2.31M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.3M |
| 4 |
Verition Fund Management
Greenwich,
Connecticut
|
+$1.04M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$277K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$409K |
| 2 |
LPL Financial
San Diego,
California
|
-$364K |
| 3 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$357K |
| 4 |
Morgan Stanley
New York
|
-$98.9K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$53K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NSIM
26
North Star Investment Management
Chicago,
Illinois
| $5K | – | – | – |
|
|
PAG
27
Private Advisor Group
Morristown,
New Jersey
| – | -$53K | -2,106 | Closed |
|
28
AssetMark Inc
Concord,
California
| – | -$9K | -350 | Closed |
|
|
MAS
29
Madden Advisory Services
Jacksonville,
Florida
| – | -$4K | -157 | Closed |
|
30
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$3K | -107 | Closed |
|
31
Parallax Volatility Advisers
San Francisco,
California
| – | +$25 | +1 | New |
|
CYB Hedge Fund Activity: Q4 2014 in Review
27 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Chinese Yuan Strategy Fund (CYB) for Q4 2014, worth a combined $30.4M — up 25% from $24.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CYB positions and 5 closed out — a net gain of 2 holders — while 5 added to existing stakes and 9 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $2.8M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $409K.
- 27 institutional investors held WisdomTree Chinese Yuan Strategy Fund (CYB) as of Q4 2014, unchanged from Q3 2014.
- Funds reported $30.4M of WisdomTree Chinese Yuan Strategy Fund stock for Q4 2014, up 25% quarter-over-quarter.
- 7 funds opened new WisdomTree Chinese Yuan Strategy Fund positions in Q4 2014 and 5 closed out, a net change of +2 holders.
- The largest WisdomTree Chinese Yuan Strategy Fund buyer in Q4 2014 was Goldman Sachs, an estimated $2.8M added.
- The largest WisdomTree Chinese Yuan Strategy Fund seller in Q4 2014 was Ladenburg Thalmann Financial Services, an estimated $409K sold.
Based on aggregated 13F filings for Q4 2014.