WisdomTree India Earnings Fund ETF
162 hedge funds and large institutions have $692M invested in WisdomTree India Earnings Fund ETF in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 61 reducing their positions, and 18 closing their positions.
17% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 18
1% more funds holding
Funds holding: 160 → 162 (+2)
10.8% less ownership
Funds ownership: 54.47% → 43.68% (-11%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
17% less capital invested
Capital invested by funds: $831M → $692M (-$140M)
39% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 61
73% less call options, than puts
Call options by funds: $48.7M | Put options by funds: $178M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$12.4M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$9.59M |
| 3 |
Jane Street
New York
|
+$7.17M |
| 4 |
NAM
Nissay Asset Management
Tokyo,
Japan
|
+$5.11M |
| 5 |
SG Americas Securities
New York
|
+$2.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$52.6M |
| 2 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$30.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$21.8M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$10.6M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$9.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OAM
176
Oppenheimer Asset Management
New York
| – | -$33K | -1,385 | Closed |
|
|
MIFH
177
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| – | -$25K | -1,040 | Closed |
|
|
CCM
178
Cribstone Capital Management
Augusta,
Maine
| – | -$8K | -350 | Closed |
|
179
UBS AM
Chicago,
Illinois
| – | -$7.61K | -319 | Closed |
|
|
MC
180
Martin Currie
Edinburgh,
United Kingdom
| – | -$7K | -296 | Closed |
|
EPI Hedge Fund Activity: Q4 2019 in Review
162 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2019, worth a combined $692M — down 17% from $831M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new EPI positions and 18 closed out — a net gain of 3 holders — while 37 added to existing stakes and 61 trimmed.
The largest buyer was Truist Financial, opening a new position worth an estimated $12.4M. The largest seller was Discovery Capital Management, cutting an estimated $52.6M.
- 162 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2019, up from 160 in Q3 2019.
- Funds reported $692M of WisdomTree India Earnings Fund ETF stock for Q4 2019, down 17% quarter-over-quarter.
- 21 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2019 and 18 closed out, a net change of +3 holders.
- The largest WisdomTree India Earnings Fund ETF buyer in Q4 2019 was Truist Financial, an estimated $12.4M added.
- The largest WisdomTree India Earnings Fund ETF seller in Q4 2019 was Discovery Capital Management, an estimated $52.6M sold.
Based on aggregated 13F filings for Q4 2019.