We are live on ! Find out more
EPI icon

WisdomTree India Earnings Fund ETF

158 hedge funds and large institutions have $1.18B invested in WisdomTree India Earnings Fund ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

33% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 40

31% more capital invested

Capital invested by funds: $908M → $1.18B (+$277M)

14% more funds holding

Funds holding: 139158 (+19)

6.61% more ownership

Funds ownership: 71.56%78.16% (+6.6%)

30% less call options, than puts

Call options by funds: $141M | Put options by funds: $203M

Holders
158
Holders Change
+19
Holders Change %
+13.67%
% of All Funds
3.93%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
36
Increased
53
Reduced
40
Closed
14
Calls
$141M
Puts
$203M
Net Calls
-$61.6M
Net Calls Change
-$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Globeflex Capital
California
$10.3M +$833K +37,412 +10%
Jane Street
27
Jane Street
New York
$10.1M +$3.87M +173,596 +71%
William Blair Investment Management
28
William Blair Investment Management
Illinois
$10M +$3.96M +177,985 +75%
MLL
29
Moody Lynn & Lieberson
Massachusetts
$9.04M +$4.42M +198,608 +113%
H
30
Hexavest
Quebec, Canada
$9.04M -$3.28M -147,088 -28%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$8.65M -$1.2M -54,015 -13%
CCP
32
Clough Capital Partners
Massachusetts
$8.4M +$6.99M +313,700 +761%
BTS
33
BB&T Securities
Virginia
$8.08M +$109K +4,883 +1%
NLI
34
Nippon Life Insurance
Japan
$7.44M
Northern Trust
35
Northern Trust
Illinois
$6.96M -$88.2K -3,960 -1%
SEI Investments
36
SEI Investments
Pennsylvania
$6.88M
VanEck Associates
37
VanEck Associates
New York
$6.88M
BFIC
38
Bedell Frazier Investment Counselling
California
$6.54M +$347K +15,565 +6%
Franklin Resources
39
Franklin Resources
California
$6.19M +$216K +9,693 +4%
CCA
40
Catalyst Capital Advisors
New York
$6.11M +$1.37M +61,651 +32%
MRC
41
Millburn Ridgefield Corp
New York
$6.11M +$1.37M +61,651 +32%
N
42
Natixis
France
$6.06M -$279K -12,506 -5%
RJA
43
Raymond James & Associates
Florida
$5.73M +$2.23M +100,126 +73%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$5.39M -$1.96M -87,970 -28%
AC
45
Argentiere Capital
Switzerland
$5.07M +$4.68M +210,000 New
JP Morgan Chase
46
JP Morgan Chase
New York
$4.88M -$32.1M -1,442,265 -88%
MLM
47
Mount Lucas Management
Pennsylvania
$4.77M +$1.37M +61,491 +45%
X
48
Xponance
Pennsylvania
$4.53M +$4.18M +187,659 New
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.48M +$4.14M +185,821 New
CS
50
Credit Suisse
Switzerland
$4.09M +$1.56M +69,926 +70%

EPI Hedge Fund Activity: Q1 2017 in Review

158 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2017, worth a combined $1.18B — up 31% from $908M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new EPI positions and 14 closed out — a net gain of 22 holders — while 53 added to existing stakes and 40 trimmed.

The largest buyer was Clal Insurance, opening a new position worth an estimated $66.9M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $35.3M.

  • 158 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2017, up from 139 in Q4 2016.
  • Funds reported $1.18B of WisdomTree India Earnings Fund ETF stock for Q1 2017, up 31% quarter-over-quarter.
  • 36 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2017 and 14 closed out, a net change of +22 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2017 was Clal Insurance, an estimated $66.9M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2017 was Migdal Insurance & Financial Holdings, an estimated $35.3M sold.

Based on aggregated 13F filings for Q1 2017.