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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
LPL Financial
51
LPL Financial
California
$3.24M +$811K +30,409 +35%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$3.22M -$4.28M -160,455 -58%
Renaissance Technologies
53
Renaissance Technologies
New York
$3.18M +$3.04M +114,100 New
Franklin Resources
54
Franklin Resources
California
$3.16M -$2.29M -85,754 -43%
CA
55
Commerzbank Aktiengesellschaft
Germany
$3.08M -$3.66M -137,246 -55%
N
56
Nuveen
North Carolina
$3.08M
ACM
57
Avalon Capital Management
California
$3.06M +$2.93M +109,869 New
PAM
58
Panagora Asset Management
Massachusetts
$2.99M -$86.1K -3,230 -3%
Barclays
59
Barclays
United Kingdom
$2.24M -$1.53M -57,260 -42%
CA
60
Cumberland Advisors
Florida
$2.24M +$82.9K +3,110 +4%
ZIM
61
Zacks Investment Management
Illinois
$2.11M +$66.7K +2,502 +3%
PP
62
Prudential plc
United Kingdom
$1.86M +$1.78M +66,890 New
CS
63
Credit Suisse
Switzerland
$1.86M +$522K +19,586 +42%
VAM
64
Verity Asset Management
North Carolina
$1.7M +$238K +8,920 +18%
Simplex Trading
65
Simplex Trading
Illinois
$1.7M +$809K +30,326 +99%
KFA
66
Kabarec Financial Advisors
Illinois
$1.68M +$1.61M +60,473 New
CSA
67
Cottage Street Advisors
Massachusetts
$1.62M +$53.7K +2,014 +4%
CK
68
Cohen Klingenstein
New York
$1.49M
CAG
69
Csenge Advisory Group
Florida
$1.48M +$29.6K +1,111 +2%
Parallax Volatility Advisers
70
Parallax Volatility Advisers
California
$1.47M +$1.41M +52,903 +5,290,300%
WIA
71
Wealthstreet Investment Advisors
Texas
$1.34M +$1.28M +48,115 New
G
72
GenTrust
Florida
$1.25M -$107K -3,995 -8%
OIM
73
Orca Investment Management
Oregon
$1.22M -$14.5K -543 -1%
Capital Fund Management (CFM)
74
Capital Fund Management (CFM)
France
$1.22M -$5.27M -197,792 -82%
Millennium Management
75
Millennium Management
New York
$1.2M -$2.28M -85,508 -66%

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.