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WisdomTree India Earnings Fund ETF

159 hedge funds and large institutions have $1.26B invested in WisdomTree India Earnings Fund ETF in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

36% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 44

5% more funds holding

Funds holding: 152159 (+7)

2% more capital invested

Capital invested by funds: $1.24B → $1.26B (+$21.2M)

0.25% less ownership

Funds ownership: 80.1%79.84% (-0.25%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

34% less call options, than puts

Call options by funds: $122M | Put options by funds: $185M

Holders
159
Holders Change
+7
Holders Change %
+4.61%
% of All Funds
3.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
24
Increased
60
Reduced
44
Closed
15
Calls
$122M
Puts
$185M
Net Calls
-$62.9M
Net Calls Change
+$64.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
26
Catalyst Capital Advisors
New York
$8.39M
MRC
27
Millburn Ridgefield Corp
New York
$8.39M
BTS
28
BB&T Securities
Virginia
$8.13M -$245K -9,424 -3%
ED
29
Exane Derivatives
France
$7.7M +$7.88M +303,221 +11,357%
Northern Trust
30
Northern Trust
Illinois
$7.2M -$35.9K -1,381 -0.5%
HSBC Holdings
31
HSBC Holdings
United Kingdom
$6.95M +$482K +18,542 +7%
AllianceBernstein
32
AllianceBernstein
Tennessee
$6.88M +$559K +21,500 +9%
CA
33
Commerzbank Aktiengesellschaft
Germany
$6.24M +$323K +12,420 +5%
Capital Fund Management (CFM)
34
Capital Fund Management (CFM)
France
$6.08M +$5.95M +228,730 +1,802%
Citigroup
35
Citigroup
New York
$6.02M +$319K +12,281 +5%
CCP
36
Clough Capital Partners
Massachusetts
$5.54M -$1.91M -73,400 -25%
RJA
37
Raymond James & Associates
Florida
$5.2M -$1.71M -65,730 -24%
MLL
38
Moody Lynn & Lieberson
Massachusetts
$5.08M +$26.1K +1,005 +0.5%
Franklin Resources
39
Franklin Resources
California
$5.01M +$804K +30,930 +18%
MC
40
Martin Currie
United Kingdom
$4.77M +$4.76M +183,180 +2,862%
SG Americas Securities
41
SG Americas Securities
New York
$4.71M +$1.57M +60,522 +48%
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.64M -$18.2K -699 -0.4%
OCM
43
One Capital Management
California
$4.24M +$70.8K +2,722 +2%
MLM
44
Mount Lucas Management
Pennsylvania
$4.18M -$519K -19,961 -11%
NLI
45
Nippon Life Insurance
Japan
$3.96M
Russell Investments Group
46
Russell Investments Group
United Kingdom
$3.94M +$4.12M +158,408 New
Barclays
47
Barclays
United Kingdom
$3.47M +$2.22M +85,296 +163%
CG
48
Cutler Group
California
$3.34M +$3.46M +132,877 New
Millennium Management
49
Millennium Management
New York
$3.24M +$2.87M +110,208 +596%
PAM
50
Panagora Asset Management
Massachusetts
$2.79M

EPI Hedge Fund Activity: Q3 2017 in Review

159 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2017, worth a combined $1.26B — up 1.7% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EPI positions and 15 closed out — a net gain of 9 holders — while 60 added to existing stakes and 44 trimmed.

The largest buyer was Clal Insurance, adding an estimated $40.4M. The largest seller was Raytheon Master Pension Trust, exiting entirely with an estimated $23.7M sold.

  • 159 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2017, up from 152 in Q2 2017.
  • Funds reported $1.26B of WisdomTree India Earnings Fund ETF stock for Q3 2017, up 1.7% quarter-over-quarter.
  • 24 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2017 and 15 closed out, a net change of +9 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2017 was Clal Insurance, an estimated $40.4M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2017 was Raytheon Master Pension Trust, an estimated $23.7M sold.

Based on aggregated 13F filings for Q3 2017.