WisdomTree India Earnings Fund ETF
113 hedge funds and large institutions have $788M invested in WisdomTree India Earnings Fund ETF in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 43 reducing their positions, and 25 closing their positions.
8% more capital invested
Capital invested by funds: $728M → $788M (+$59.7M)
1% less funds holding
Funds holding: 114 → 113 (-1)
4% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 25
3.33% less ownership
Funds ownership: 80.33% → 77% (-3.3%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
37% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 43
86% less call options, than puts
Call options by funds: $33.8M | Put options by funds: $238M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$20.5M |
| 2 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$16.3M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$15.7M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$12.4M |
| 5 |
Bank of New York Mellon
New York
|
+$9.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$53.6M |
| 2 |
Barclays
London,
United Kingdom
|
-$21M |
| 3 |
JP Morgan Chase
New York
|
-$15.4M |
| 4 |
GPGA
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
-$12.3M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$11.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Two Sigma Investments
New York
| – | -$879K | -57,389 | Closed |
|
|
LOGI
127
Long Oar Global Investors
New York
| – | -$475K | -31,000 | Closed |
|
|
RIG
128
Roosevelt Investment Group
New York
| – | -$417K | -27,278 | Closed |
|
|
WBG
129
Wharton Business Group
Malvern,
Pennsylvania
| – | -$265K | -17,295 | Closed |
|
|
ACM
130
Advisors Capital Management
Ridgewood,
New Jersey
| – | -$262K | -17,123 | Closed |
|
|
WC
131
Wexford Capital
West Palm Beach,
Florida
| – | -$245K | -16,000 | Closed |
|
|
PDM
132
Penn Davis McFarland
Dallas,
Texas
| – | -$179K | -11,672 | Closed |
|
|
HCA
133
Harbour Capital Advisors
Tysons Corner,
Virginia
| – | -$161K | -10,525 | Closed |
|
|
WRM
134
Westport Resources Management
Westport,
Connecticut
| – | -$38K | -2,500 | Closed |
|
|
TF
135
Tompkins Financial
Ithaca,
New York
| – | -$37K | -2,417 | Closed |
|
|
SF
136
Synovus Financial
Columbus,
Georgia
| – | -$8K | -500 | Closed |
|
|
EWM
137
Elite Wealth Management
Kirkland,
Washington
| – | -$3K | -200 | Closed |
|
|
ACM
138
Aviance Capital Management
Sarasota,
Florida
| – | -$1K | -83 | Closed |
|
EPI Hedge Fund Activity: Q4 2013 in Review
113 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2013, worth a combined $788M — up 8.2% from $728M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of EPI and 24 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 27 added.
The largest buyer was Discovery Capital Management, adding an estimated $20.5M. The largest seller was Morgan Stanley, cutting an estimated $53.6M.
- 113 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2013, down from 114 in Q3 2013.
- Funds reported $788M of WisdomTree India Earnings Fund ETF stock for Q4 2013, up 8.2% quarter-over-quarter.
- 24 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2013 and 25 closed out, a net change of -1 holder.
- The largest WisdomTree India Earnings Fund ETF buyer in Q4 2013 was Discovery Capital Management, an estimated $20.5M added.
- The largest WisdomTree India Earnings Fund ETF seller in Q4 2013 was Morgan Stanley, an estimated $53.6M sold.
Based on aggregated 13F filings for Q4 2013.