WisdomTree India Earnings Fund ETF
114 hedge funds and large institutions have $728M invested in WisdomTree India Earnings Fund ETF in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 21 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
24% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 21
8% more capital invested
Capital invested by funds: $673M → $728M (+$55M)
2% more funds holding
Funds holding: 112 → 114 (+2)
8% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 38
5.54% less ownership
Funds ownership: 85.87% → 80.33% (-5.5%)
90% less call options, than puts
Call options by funds: $23.4M | Put options by funds: $223M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$36.4M |
| 2 |
Barclays
London,
United Kingdom
|
+$31.8M |
| 3 |
Morgan Stanley
New York
|
+$25.2M |
| 4 |
IG
ING Group
Amsterdam,
Netherlands
|
+$13.8M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$15.6M |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
-$13.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$12.3M |
| 4 |
GE
General Electric
Evendale,
Ohio
|
-$10M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
126
Cumberland Advisors
Sarasota,
Florida
| – | -$337K | -20,780 | Closed |
|
|
BFS
127
Bradley Foster & Sargent
Hartford,
Connecticut
| – | -$292K | -18,000 | Closed |
|
|
GWM
128
Greenwich Wealth Management
Greenwich,
Connecticut
| – | -$244K | -15,078 | Closed |
|
129
KeyBank National Association
Cleveland,
Ohio
| – | -$41K | -2,511 | Closed |
|
|
OWP
130
Obermeyer Wealth Partners
Aspen,
Colorado
| – | -$16K | -1,007 | Closed |
|
|
MAS
131
Madden Advisory Services
Jacksonville,
Florida
| – | -$12K | -740 | Closed |
|
|
FHB
132
First Hawaiian Bank
Honolulu,
Hawaii
| – | -$6K | -365 | Closed |
|
133
US Bancorp
Minneapolis,
Minnesota
| – | -$5K | -280 | Closed |
|
134
Brown Advisory
Baltimore,
Maryland
| – | -$4K | -224 | Closed |
|
|
FNBT
135
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$2K | -97 | Closed |
|
EPI Hedge Fund Activity: Q3 2013 in Review
114 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2013, worth a combined $728M — up 8.2% from $673M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new EPI positions and 21 closed out — a net gain of 5 holders — while 35 added to existing stakes and 38 trimmed.
The largest buyer was Discovery Capital Management, opening a new position worth an estimated $36.4M. The largest seller was Jane Street, cutting an estimated $15.6M.
- 114 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2013, up from 112 in Q2 2013.
- Funds reported $728M of WisdomTree India Earnings Fund ETF stock for Q3 2013, up 8.2% quarter-over-quarter.
- 26 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2013 and 21 closed out, a net change of +5 holders.
- The largest WisdomTree India Earnings Fund ETF buyer in Q3 2013 was Discovery Capital Management, an estimated $36.4M added.
- The largest WisdomTree India Earnings Fund ETF seller in Q3 2013 was Jane Street, an estimated $15.6M sold.
Based on aggregated 13F filings for Q3 2013.