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WisdomTree Emerging Markets Corporate Bond Fund

17 hedge funds and large institutions have $20.1M invested in WisdomTree Emerging Markets Corporate Bond Fund in 2017 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

7% more capital invested

Capital invested by funds: $18.8M → $20.1M (+$1.38M)

2.79% more ownership

Funds ownership: 36.67%39.45% (+2.8%)

15% less funds holding

Funds holding: 2017 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
17
Holders Change
-3
Holders Change %
-15%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$5.3M -$1.21M -16,620 -19%
Wells Fargo
2
Wells Fargo
California
$4.76M -$18.9K -259 -0.4%
PAG
3
Private Advisory Group
Washington
$2.41M +$2.41M +33,023 New
VF
4
Virtu Financial
New York
$2.21M -$181K -2,470 -8%
UBS Group
5
UBS Group
Switzerland
$1.28M +$106K +1,455 +9%
KWM
6
Kingsview Wealth Management
Oregon
$1.18M +$605K +8,273 +106%
HPC
7
HM Payson & Co
Maine
$767K +$199K +2,729 +35%
HFS
8
HL Financial Services
Kentucky
$545K +$117K +1,604 +27%
Morgan Stanley
9
Morgan Stanley
New York
$393K +$34.1K +467 +9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$341K +$804 +11 +0.2%
BTS
11
BB&T Securities
Virginia
$341K +$97.7K +1,336 +40%
WP
12
WealthSource Partners
California
$335K -$9.14K -125 -3%
Bank of America
13
Bank of America
North Carolina
$126K +$13.9K +190 +12%
JP Morgan Chase
14
JP Morgan Chase
New York
$97K +$23K +314 +31%
ED
15
Exane Derivatives
France
$43K
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
-$358K -4,899 Closed
CG
17
Colony Group
Massachusetts
-$257K -3,518 Closed
BHB
18
Bank Hapoalim BM
Israel
-$117K -1,600 Closed
AG
19
Advisor Group
Arizona
-$30K -416 Closed

EMCB Hedge Fund Activity: Q4 2017 in Review

17 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Corporate Bond Fund (EMCB) for Q4 2017, worth a combined $20.1M — up 7.4% from $18.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EMCB and 1 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 9 added.

The largest buyer was Private Advisory Group, opening a new position worth an estimated $2.41M. The largest seller was Jane Street, cutting an estimated $1.21M.

  • 17 institutional investors held WisdomTree Emerging Markets Corporate Bond Fund (EMCB) as of Q4 2017, down from 20 in Q3 2017.
  • Funds reported $20.1M of WisdomTree Emerging Markets Corporate Bond Fund stock for Q4 2017, up 7.4% quarter-over-quarter.
  • 1 fund opened new WisdomTree Emerging Markets Corporate Bond Fund positions in Q4 2017 and 4 closed out, a net change of -3 holders.
  • The largest WisdomTree Emerging Markets Corporate Bond Fund buyer in Q4 2017 was Private Advisory Group, an estimated $2.41M added.
  • The largest WisdomTree Emerging Markets Corporate Bond Fund seller in Q4 2017 was Jane Street, an estimated $1.21M sold.

Based on aggregated 13F filings for Q4 2017.