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WisdomTree India Earnings Fund ETF

160 hedge funds and large institutions have $1.01B invested in WisdomTree India Earnings Fund ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 63 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1% less capital invested

Capital invested by funds: $1.02B → $1.01B (-$8.9M)

2.29% less ownership

Funds ownership: 65.84%63.55% (-2.3%)

6% less funds holding

Funds holding: 170160 (-10)

24% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 33

32% less call options, than puts

Call options by funds: $92.2M | Put options by funds: $136M

38% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 63

Holders
160
Holders Change
-10
Holders Change %
-5.88%
% of All Funds
3.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
25
Increased
39
Reduced
63
Closed
33
Calls
$92.2M
Puts
$136M
Net Calls
-$43.7M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
26
Squarepoint
New York
$9.99M +$9.41M +402,867 New
MG
27
Meditor Group
Bermuda
$9.92M
Barclays
28
Barclays
United Kingdom
$8.61M +$5.7M +243,857 +236%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$8.49M +$2.29M +98,198 +40%
CG
30
Cutler Group
California
$6.88M +$3.74M +160,264 +137%
Citadel Advisors
31
Citadel Advisors
Florida
$6.15M +$5.8M +248,155 New
CIBC World Market
32
CIBC World Market
Ontario, Canada
$5.79M -$593K -25,400 -10%
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$5.37M
RIA
34
RPG Investment Advisory
California
$4.8M -$21.3K -911 -0.5%
JP Morgan Chase
35
JP Morgan Chase
New York
$4.79M -$8.46M -361,974 -65%
CA
36
Commerzbank Aktiengesellschaft
Germany
$4.74M -$756K -32,351 -14%
OCM
37
One Capital Management
California
$4.54M +$327 +14 +0%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$4.24M -$11.4M -488,007 -74%
NAM
39
Nissay Asset Management
Japan
$3.92M
MLL
40
Moody Lynn & Lieberson
Massachusetts
$3.85M -$827K -35,411 -19%
N
41
Natixis
France
$3.72M -$3M -128,635 -46%
6M
42
6 Meridian
Kansas
$3.69M -$470K -20,116 -12%
SFS
43
Strategic Financial Services
New York
$3.65M +$155K +6,642 +5%
CCP
44
Clough Capital Partners
Massachusetts
$3.57M -$1.86M -79,800 -36%
LPL Financial
45
LPL Financial
California
$3.07M +$82.4K +3,526 +3%
PAM
46
Panagora Asset Management
Massachusetts
$2.2M
RJA
47
Raymond James & Associates
Florida
$2.04M -$3.21M -137,300 -63%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$2.04M -$10.6M -454,325 -85%
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.95M -$44.5K -1,907 -2%
CS
50
Credit Suisse
Switzerland
$1.94M -$1.11M -47,445 -38%

EPI Hedge Fund Activity: Q4 2018 in Review

160 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2018, worth a combined $1.01B — down 0.87% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EPI and 25 opened new positions — a net loss of 8 holders — while 63 trimmed existing stakes and 39 added.

The largest buyer was Royal Bank of Canada, adding an estimated $17.6M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $31.3M.

  • 160 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2018, down from 170 in Q3 2018.
  • Funds reported $1.01B of WisdomTree India Earnings Fund ETF stock for Q4 2018, down 0.87% quarter-over-quarter.
  • 25 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2018 and 33 closed out, a net change of -8 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2018 was Royal Bank of Canada, an estimated $17.6M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2018 was Migdal Insurance & Financial Holdings, an estimated $31.3M sold.

Based on aggregated 13F filings for Q4 2018.