We are live on ! Find out more
EPI icon

WisdomTree India Earnings Fund ETF

158 hedge funds and large institutions have $1.18B invested in WisdomTree India Earnings Fund ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

33% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 40

31% more capital invested

Capital invested by funds: $908M → $1.18B (+$277M)

14% more funds holding

Funds holding: 139158 (+19)

6.61% more ownership

Funds ownership: 71.56%78.16% (+6.6%)

30% less call options, than puts

Call options by funds: $141M | Put options by funds: $203M

Holders
158
Holders Change
+19
Holders Change %
+13.67%
% of All Funds
3.93%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
36
Increased
53
Reduced
40
Closed
14
Calls
$141M
Puts
$203M
Net Calls
-$61.6M
Net Calls Change
-$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
51
Oppenheimer & Co
New York
$4.08M -$106K -4,780 -3%
OCM
52
One Capital Management
California
$4.02M -$134K -5,999 -3%
CA
53
Commerzbank Aktiengesellschaft
Germany
$3.54M -$899K -40,365 -22%
CCMG
54
Clark Capital Management Group
Pennsylvania
$3.49M +$3.22M +144,691 New
CO
55
Caldwell & Orkin
Georgia
$3.08M +$2.84M +127,700 New
SG Americas Securities
56
SG Americas Securities
New York
$2.88M -$11.6M -522,605 -81%
PVH
57
Psagot Value Holdings
Israel
$2.81M -$639K -28,700 -20%
PAM
58
Panagora Asset Management
Massachusetts
$2.67M -$287K -12,900 -10%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$2.5M +$2.31M +103,598 New
LPL Financial
60
LPL Financial
California
$2.37M +$106K +4,773 +5%
CA
61
Cumberland Advisors
Florida
$2.19M -$12K -540 -0.6%
CSA
62
Cottage Street Advisors
Massachusetts
$1.71M +$614K +27,550 +81%
6CM
63
683 Capital Management
New York
$1.69M +$891K +40,000 +133%
PP
64
Prudential plc
United Kingdom
$1.63M +$1.5M +67,410 New
VKH
65
Virtu KCG Holdings
New York
$1.49M +$362K +16,232 +36%
Creative Planning
66
Creative Planning
Kansas
$1.31M +$684K +30,712 +129%
Ameriprise
67
Ameriprise
Minnesota
$1.3M -$248K -11,118 -17%
CK
68
Cohen Klingenstein
New York
$1.29M
GLRA
69
Gerald L. Ray & Associates
Texas
$1.15M -$29.3K -1,314 -3%
G
70
GenTrust
Florida
$1.13M +$33.6K +1,507 +3%
OIM
71
Orca Investment Management
Oregon
$1.13M +$1.04M +46,753 New
BCM
72
Bienville Capital Management
New York
$1.11M
ZIM
73
Zacks Investment Management
Illinois
$1.11M +$178K +7,988 +21%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$1.02M -$826K -37,107 -47%
VAM
75
Verity Asset Management
North Carolina
$1M +$925K +41,515 New

EPI Hedge Fund Activity: Q1 2017 in Review

158 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2017, worth a combined $1.18B — up 31% from $908M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new EPI positions and 14 closed out — a net gain of 22 holders — while 53 added to existing stakes and 40 trimmed.

The largest buyer was Clal Insurance, opening a new position worth an estimated $66.9M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $35.3M.

  • 158 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2017, up from 139 in Q4 2016.
  • Funds reported $1.18B of WisdomTree India Earnings Fund ETF stock for Q1 2017, up 31% quarter-over-quarter.
  • 36 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2017 and 14 closed out, a net change of +22 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2017 was Clal Insurance, an estimated $66.9M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2017 was Migdal Insurance & Financial Holdings, an estimated $35.3M sold.

Based on aggregated 13F filings for Q1 2017.