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WisdomTree India Earnings Fund ETF

162 hedge funds and large institutions have $692M invested in WisdomTree India Earnings Fund ETF in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

1% more funds holding

Funds holding: 160162 (+2)

10.8% less ownership

Funds ownership: 54.47%43.68% (-11%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less capital invested

Capital invested by funds: $831M → $692M (-$140M)

39% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 61

73% less call options, than puts

Call options by funds: $48.7M | Put options by funds: $178M

Holders
162
Holders Change
+2
Holders Change %
+1.25%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
21
Increased
37
Reduced
61
Closed
18
Calls
$48.7M
Puts
$178M
Net Calls
-$129M
Net Calls Change
-$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$8.44M -$6.57M -270,681 -44%
NAM
27
Nissay Asset Management
Japan
$8.03M +$5.11M +210,841 +188%
Jane Street
28
Jane Street
New York
$7.59M +$7.17M +295,503 +3,087%
MG
29
Meditor Group
Bermuda
$7.51M
CS
30
Credit Suisse
Switzerland
$6.79M +$855K +35,225 +15%
N
31
Natixis
France
$6.76M +$1.9M +78,255 +40%
Citadel Advisors
32
Citadel Advisors
Florida
$6.41M -$7.19M -296,469 -54%
CIBC World Market
33
CIBC World Market
Ontario, Canada
$5.68M +$126K +5,200 +2%
OCM
34
One Capital Management
California
$5.32M +$412K +16,986 +9%
Goldman Sachs
35
Goldman Sachs
New York
$4.86M -$5.98M -246,320 -56%
NVCHI
36
New Vernon Capital Holdings II
New Jersey
$4.73M
Russell Investments Group
37
Russell Investments Group
United Kingdom
$4.23M -$3.65M -150,276 -47%
SFS
38
Strategic Financial Services
New York
$4.21M +$150K +6,184 +4%
6M
39
6 Meridian
Kansas
$3.93M +$63K +2,598 +2%
LPL Financial
40
LPL Financial
California
$3.46M +$705K +29,047 +26%
GKIM
41
GW&K Investment Management
Massachusetts
$3.1M +$1.56M +64,300 +106%
MLL
42
Moody Lynn & Lieberson
Massachusetts
$3.06M -$3.08K -127 -0.1%
Wells Fargo
43
Wells Fargo
California
$2.92M -$21.8M -898,545 -88%
DCM
44
Discovery Capital Management
Connecticut
$2.59M -$52.6M -2,166,400 -95%
CA
45
Commerzbank Aktiengesellschaft
Germany
$2.52M -$1.79M -73,836 -42%
S
46
Surevest
California
$2.35M +$98.1K +4,042 +4%
PAM
47
Panagora Asset Management
Massachusetts
$2.21M
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.08M -$6.62K -273 -0.3%
ZIM
49
Zacks Investment Management
Illinois
$1.65M -$457K -18,833 -22%
Wolverine Trading
50
Wolverine Trading
Illinois
$1.54M +$963K +39,716 +177%

EPI Hedge Fund Activity: Q4 2019 in Review

162 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2019, worth a combined $692M — down 17% from $831M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EPI positions and 18 closed out — a net gain of 3 holders — while 37 added to existing stakes and 61 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $12.4M. The largest seller was Discovery Capital Management, cutting an estimated $52.6M.

  • 162 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2019, up from 160 in Q3 2019.
  • Funds reported $692M of WisdomTree India Earnings Fund ETF stock for Q4 2019, down 17% quarter-over-quarter.
  • 21 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2019 and 18 closed out, a net change of +3 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2019 was Truist Financial, an estimated $12.4M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2019 was Discovery Capital Management, an estimated $52.6M sold.

Based on aggregated 13F filings for Q4 2019.