WisdomTree India Earnings Fund ETF
163 hedge funds and large institutions have $1.61B invested in WisdomTree India Earnings Fund ETF in 2014 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 18 closing their positions.
167% more funds holding in top 10
Funds holding in top 10: 3 → 8 (+5)
100% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 18
32% more capital invested
Capital invested by funds: $1.22B → $1.61B (+$389M)
26% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 46
12% more funds holding
Funds holding: 146 → 163 (+17)
5.08% more ownership
Funds ownership: 76.19% → 81.27% (+5.1%)
69% less call options, than puts
Call options by funds: $63.1M | Put options by funds: $204M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$247M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$114M |
| 3 |
GI
Glovista Investments
Jersey City,
New Jersey
|
+$22.4M |
| 4 |
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
+$15.8M |
| 5 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$14.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$25M |
| 2 |
Los Angeles Capital Management
Los Angeles,
California
|
-$17.5M |
| 3 |
TGA
Trilogy Global Advisors
Winter Park,
Florida
|
-$13.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.5M |
| 5 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$9.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HC
176
HHG & Company
Darien,
Connecticut
| – | -$313K | -13,982 | Closed |
|
|
TAM
177
Tocqueville Asset Management
New York
| – | -$162K | -7,200 | Closed |
|
|
SIA
178
SeaBridge Investment Advisors
Summit,
New Jersey
| – | -$63K | -2,790 | Closed |
|
179
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$7K | -333 | Closed |
|
|
BIM
180
BlackRock Investment Management
Wilmington,
Delaware
| – | -$7K | -300 | Closed |
|
|
BRWA
181
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$2.09K | -93 | Closed |
|
EPI Hedge Fund Activity: Q3 2014 in Review
163 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2014, worth a combined $1.61B — up 32% from $1.22B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new EPI positions and 18 closed out — a net gain of 18 holders — while 58 added to existing stakes and 46 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $247M. The largest seller was Deutsche Bank, cutting an estimated $25M.
- 163 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2014, up from 146 in Q2 2014.
- Funds reported $1.61B of WisdomTree India Earnings Fund ETF stock for Q3 2014, up 32% quarter-over-quarter.
- 36 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2014 and 18 closed out, a net change of +18 holders.
- The largest WisdomTree India Earnings Fund ETF buyer in Q3 2014 was Arrowstreet Capital, an estimated $247M added.
- The largest WisdomTree India Earnings Fund ETF seller in Q3 2014 was Deutsche Bank, an estimated $25M sold.
Based on aggregated 13F filings for Q3 2014.