iShares MSCI New Zealand ETF
ENZL
35 hedge funds and large institutions have $81.9M invested in iShares MSCI New Zealand ETF in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 4 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 9
2.46% more ownership
Funds ownership: 57.66% → 60.12% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
3% less funds holding
Funds holding: 36 → 35 (-1)
99% less capital invested
Capital invested by funds: $5.66B → $81.9M (-$5.57B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
+$5.54M |
| 2 |
SG Americas Securities
New York
|
+$615K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$586K |
| 4 |
Morgan Stanley
New York
|
+$459K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$420K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$1.7M |
| 2 |
CCT
Country Club Trust
Kansas City,
Missouri
|
-$1.56M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$1.03M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$726K |
| 5 |
Jane Street
New York
|
-$657K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $45K | +$40.4K | +1,040 | +693% |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $41K | +$15.8K | +407 | +59% |
|
28
Citigroup
New York
| $40K | +$777 | +20 | +2% |
|
|
WA
29
WFG Advisors
Dallas,
Texas
| $36K | +$738 | +19 | +2% |
|
|
JIR
30
James Investment Research
Alpha,
Ohio
| $28K | -$21.4K | -550 | -42% |
|
31
Creative Planning
Overland Park,
Kansas
| $23K | – | – | – |
|
32
Fifth Third Bancorp
Cincinnati,
Ohio
| $11K | – | – | – |
|
|
WRM
33
Westport Resources Management
Westport,
Connecticut
| $8K | – | – | – |
|
|
DOA
34
D'Orazio & Associates
Falls Church,
Virginia
| $5K | +$5.13K | +132 | New |
|
|
NES
35
New England Securities
New York
| $3K | +$2.91K | +75 | New |
|
|
JMPWA
36
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$1.7M | -44,240 | Closed |
|
|
CCT
37
Country Club Trust
Kansas City,
Missouri
| – | -$1.56M | -40,640 | Closed |
|
38
US Bancorp
Minneapolis,
Minnesota
| – | -$308K | -8,000 | Closed |
|
39
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$82K | -2,144 | Closed |
|
ENZL Hedge Fund Activity: Q4 2013 in Review
35 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI New Zealand ETF (ENZL) for Q4 2013, worth a combined $81.9M — down 99% from $5.66B a quarter earlier.
Fund positioning in ENZL was balanced in Q4 2013: 4 funds opened new positions, 4 closed out, 16 added to existing stakes and 9 trimmed.
The largest buyer was Laffer Tengler Investments, opening a new position worth an estimated $5.54M. The largest seller was JP Morgan Private Wealth Advisors, exiting entirely with an estimated $1.7M sold.
- 35 institutional investors held iShares MSCI New Zealand ETF (ENZL) as of Q4 2013, down from 36 in Q3 2013.
- Funds reported $81.9M of iShares MSCI New Zealand ETF stock for Q4 2013, down 99% quarter-over-quarter.
- 4 funds opened new iShares MSCI New Zealand ETF positions in Q4 2013 and 4 closed out, a net change of 0 holders.
- The largest iShares MSCI New Zealand ETF buyer in Q4 2013 was Laffer Tengler Investments, an estimated $5.54M added.
- The largest iShares MSCI New Zealand ETF seller in Q4 2013 was JP Morgan Private Wealth Advisors, an estimated $1.7M sold.
Based on aggregated 13F filings for Q4 2013.