WisdomTree India Earnings Fund ETF
119 hedge funds and large institutions have $769M invested in WisdomTree India Earnings Fund ETF in 2014 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 21 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
29% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 21
7.24% more ownership
Funds ownership: 77% → 84.24% (+7.2%)
5% more funds holding
Funds holding: 113 → 119 (+6)
2% less capital invested
Capital invested by funds: $788M → $769M (-$18.1M)
5% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 37
88% less call options, than puts
Call options by funds: $55.7M | Put options by funds: $446M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$11.3M |
| 2 |
Bank of New York Mellon
New York
|
+$10.2M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.01M |
| 4 |
NVCHI
New Vernon Capital Holdings II
Morristown,
New Jersey
|
+$6.67M |
| 5 |
Citigroup
New York
|
+$5.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$23.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$19.6M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$16.9M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$16.8M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$16.5M |
EPI Hedge Fund Activity: Q1 2014 in Review
119 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2014, worth a combined $769M — down 2.3% from $788M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new EPI positions and 21 closed out — a net gain of 6 holders — while 35 added to existing stakes and 37 trimmed.
The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $11.3M. The largest seller was Morgan Stanley, cutting an estimated $23.8M.
- 119 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2014, up from 113 in Q4 2013.
- Funds reported $769M of WisdomTree India Earnings Fund ETF stock for Q1 2014, down 2.3% quarter-over-quarter.
- 27 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2014 and 21 closed out, a net change of +6 holders.
- The largest WisdomTree India Earnings Fund ETF buyer in Q1 2014 was Clark Capital Management Group, an estimated $11.3M added.
- The largest WisdomTree India Earnings Fund ETF seller in Q1 2014 was Morgan Stanley, an estimated $23.8M sold.
Based on aggregated 13F filings for Q1 2014.