WisdomTree India Earnings Fund ETF
EPI
173 hedge funds and large institutions have $1.77B invested in WisdomTree India Earnings Fund ETF in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 50 reducing their positions, and 25 closing their positions.
40% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 25
30% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 50
7% more capital invested
Capital invested by funds: $1.65B → $1.77B (+$120M)
5% more funds holding
Funds holding: 165 → 173 (+8)
3.11% less ownership
Funds ownership: 77.3% → 74.2% (-3.1%)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
59% less call options, than puts
Call options by funds: $65.1M | Put options by funds: $159M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$58.6M |
| 2 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$27.4M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$23.7M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
+$20.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$41.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$30.5M |
| 3 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$19.2M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$17.7M |
| 5 |
CCM
Causeway Capital Management
Los Angeles,
California
|
-$15.6M |
EPI Hedge Fund Activity: Q1 2015 in Review
173 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2015, worth a combined $1.77B — up 7.3% from $1.65B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new EPI positions and 25 closed out — a net gain of 10 holders — while 65 added to existing stakes and 50 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $58.6M. The largest seller was Bank of New York Mellon, cutting an estimated $41.8M.
- 173 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2015, up from 165 in Q4 2014.
- Funds reported $1.77B of WisdomTree India Earnings Fund ETF stock for Q1 2015, up 7.3% quarter-over-quarter.
- 35 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2015 and 25 closed out, a net change of +10 holders.
- The largest WisdomTree India Earnings Fund ETF buyer in Q1 2015 was Morgan Stanley, an estimated $58.6M added.
- The largest WisdomTree India Earnings Fund ETF seller in Q1 2015 was Bank of New York Mellon, an estimated $41.8M sold.
Based on aggregated 13F filings for Q1 2015.