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WisdomTree India Earnings Fund ETF

177 hedge funds and large institutions have $1.27B invested in WisdomTree India Earnings Fund ETF in 2017 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 58 increasing their positions, 45 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 23

29% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 45

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11% more funds holding

Funds holding: 159177 (+18)

1% more capital invested

Capital invested by funds: $1.26B → $1.27B (+$10.5M)

7.02% less ownership

Funds ownership: 79.84%72.83% (-7%)

59% less call options, than puts

Call options by funds: $89.8M | Put options by funds: $217M

Holders
177
Holders Change
+18
Holders Change %
+11.32%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
43
Increased
58
Reduced
45
Closed
23
Calls
$89.8M
Puts
$217M
Net Calls
-$127M
Net Calls Change
-$64.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
26
Meditor Group
Bermuda
$11.1M
Fidelity Investments
27
Fidelity Investments
Massachusetts
$11M +$10.1M +380,283 +2,661%
Jane Street
28
Jane Street
New York
$10.2M -$2.95M -110,632 -23%
N
29
Natixis
France
$9.26M -$2.51M -94,231 -22%
AllianceBernstein
30
AllianceBernstein
Tennessee
$8.93M +$1.27M +47,451 +17%
Northern Trust
31
Northern Trust
Illinois
$8.13M +$162K +6,087 +2%
MIH
32
Meitav Investment House
Israel
$7.88M +$7.58M +284,234 New
CCP
33
Clough Capital Partners
Massachusetts
$6.83M +$664K +24,900 +11%
RJA
34
Raymond James & Associates
Florida
$6.16M +$389K +14,593 +7%
SG Americas Securities
35
SG Americas Securities
New York
$6M +$755K +28,323 +15%
MLL
36
Moody Lynn & Lieberson
Massachusetts
$5.85M +$31.8K +1,191 +0.6%
CIBC World Market
37
CIBC World Market
Ontario, Canada
$5.62M +$2.53M +94,900 +89%
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.27M +$134K +5,016 +3%
MC
39
Martin Currie
United Kingdom
$5.17M -$107K -4,000 -2%
HB
40
Homrich & Berg
Georgia
$4.82M +$4.61M +173,043 New
MLM
41
Mount Lucas Management
Pennsylvania
$4.72M +$93.1K +3,492 +2%
OCM
42
One Capital Management
California
$4.58M -$107K -4,008 -2%
NAM
43
Nissay Asset Management
Japan
$4.38M +$4.2M +157,451 New
SFS
44
Strategic Financial Services
New York
$3.81M +$3.65M +136,815 New
NVCHI
45
New Vernon Capital Holdings II
New Jersey
$3.52M +$3.38M +126,599 New
Russell Investments Group
46
Russell Investments Group
United Kingdom
$3.52M -$810K -30,382 -19%
6M
47
6 Meridian
Kansas
$3.41M +$3.27M +122,465 New
Citadel Advisors
48
Citadel Advisors
Florida
$3.38M +$2.14M +80,316 +195%
CG
49
Cutler Group
California
$3.37M -$315K -11,806 -9%
PVH
50
Psagot Value Holdings
Israel
$3.27M +$1.67M +62,463 +114%

EPI Hedge Fund Activity: Q4 2017 in Review

177 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2017, worth a combined $1.27B — up 0.83% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EPI positions and 23 closed out — a net gain of 20 holders — while 58 added to existing stakes and 45 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $32.4M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $90.4M sold.

  • 177 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2017, up from 159 in Q3 2017.
  • Funds reported $1.27B of WisdomTree India Earnings Fund ETF stock for Q4 2017, up 0.83% quarter-over-quarter.
  • 43 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2017 and 23 closed out, a net change of +20 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2017 was Bank of New York Mellon, an estimated $32.4M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2017 was Discovery Capital Management, an estimated $90.4M sold.

Based on aggregated 13F filings for Q4 2017.