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WisdomTree India Earnings Fund ETF

182 hedge funds and large institutions have $1.18B invested in WisdomTree India Earnings Fund ETF in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

3% more funds holding

Funds holding: 177182 (+5)

5% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 58

2.26% less ownership

Funds ownership: 72.83%70.57% (-2.3%)

7% less capital invested

Capital invested by funds: $1.27B → $1.18B (-$89.6M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

37% less call options, than puts

Call options by funds: $58.7M | Put options by funds: $93.9M

Holders
182
Holders Change
+5
Holders Change %
+2.82%
% of All Funds
4.17%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
29
Increased
61
Reduced
58
Closed
24
Calls
$58.7M
Puts
$93.9M
Net Calls
-$35.2M
Net Calls Change
+$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$8.77M -$5.87M -213,372 -39%
BTS
27
BB&T Securities
Virginia
$8.58M +$9M +327,295 New
CCP
28
Clough Capital Partners
Massachusetts
$7.71M +$1.34M +48,800 +20%
Northern Trust
29
Northern Trust
Illinois
$7.69M +$28.3K +1,029 +0.4%
N
30
Natixis
France
$7.32M -$1.48M -53,717 -16%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$7.04M -$6.39M -232,441 -46%
Capital Fund Management (CFM)
32
Capital Fund Management (CFM)
France
$6.71M +$5.84M +212,437 +487%
RJA
33
Raymond James & Associates
Florida
$5.97M +$179K +6,508 +3%
MLL
34
Moody Lynn & Lieberson
Massachusetts
$5.53M +$215K +7,801 +4%
CIBC World Market
35
CIBC World Market
Ontario, Canada
$5.29M
HSBC Holdings
36
HSBC Holdings
United Kingdom
$5.13M +$2.21M +80,222 +69%
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.02M +$62.8K +2,283 +1%
MC
38
Martin Currie
United Kingdom
$4.8M -$72.9K -2,651 -1%
Mirae Asset Global Investments
39
Mirae Asset Global Investments
South Korea
$4.72M +$4.96M +180,150 New
RIA
40
RPG Investment Advisory
California
$4.58M +$4.8M +174,475 +46,527%
6M
41
6 Meridian
Kansas
$4.44M +$1.29M +46,918 +38%
Goldman Sachs
42
Goldman Sachs
New York
$4.41M -$21.3M -773,080 -82%
OCM
43
One Capital Management
California
$4.34M +$28.4K +1,031 +0.6%
NAM
44
Nissay Asset Management
Japan
$4.13M
HB
45
Homrich & Berg
Georgia
$4.12M -$440K -15,978 -9%
Jane Street
46
Jane Street
New York
$4.06M -$5.81M -211,271 -58%
SFS
47
Strategic Financial Services
New York
$3.62M +$36.2K +1,316 +1%
AllianceBernstein
48
AllianceBernstein
Tennessee
$3.35M -$5.31M -193,090 -60%
CA
49
Commerzbank Aktiengesellschaft
Germany
$3.18M +$290K +10,559 +10%
LPL Financial
50
LPL Financial
California
$3.15M +$103K +3,761 +3%

EPI Hedge Fund Activity: Q1 2018 in Review

182 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2018, worth a combined $1.18B — down 7% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EPI positions and 24 closed out — a net gain of 5 holders — while 61 added to existing stakes and 58 trimmed.

The largest buyer was BlackRock, adding an estimated $51.3M. The largest seller was Causeway Capital Management, cutting an estimated $30.6M.

  • 182 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2018, up from 177 in Q4 2017.
  • Funds reported $1.18B of WisdomTree India Earnings Fund ETF stock for Q1 2018, down 7% quarter-over-quarter.
  • 29 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2018 and 24 closed out, a net change of +5 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2018 was BlackRock, an estimated $51.3M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2018 was Causeway Capital Management, an estimated $30.6M sold.

Based on aggregated 13F filings for Q1 2018.