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WisdomTree India Earnings Fund ETF

158 hedge funds and large institutions have $1.18B invested in WisdomTree India Earnings Fund ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

33% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 40

31% more capital invested

Capital invested by funds: $908M → $1.18B (+$277M)

14% more funds holding

Funds holding: 139158 (+19)

6.61% more ownership

Funds ownership: 71.56%78.16% (+6.6%)

30% less call options, than puts

Call options by funds: $141M | Put options by funds: $203M

Holders
158
Holders Change
+19
Holders Change %
+13.67%
% of All Funds
3.93%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
36
Increased
53
Reduced
40
Closed
14
Calls
$141M
Puts
$203M
Net Calls
-$61.6M
Net Calls Change
-$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$204M +$17.5M +787,171 +10%
Morgan Stanley
2
Morgan Stanley
New York
$93.3M -$8.06M -361,753 -9%
CI
3
Clal Insurance
Israel
$72.4M +$66.9M +3,001,684 New
CCM
4
Causeway Capital Management
California
$61M -$9.69M -435,100 -15%
IG
5
ING Group
Netherlands
$54.5M -$557K -25,000 -1%
MIFH
6
Migdal Insurance & Financial Holdings
Israel
$48.2M -$35.3M -1,586,369 -44%
UBS Group
7
UBS Group
Switzerland
$45M -$5.25M -235,934 -11%
DCM
8
Discovery Capital Management
Connecticut
$44.2M +$40.8M +1,833,600 New
USAA
9
United Services Automobile Association
Texas
$36.5M -$445K -20,000 -1%
RMPT
10
Raytheon Master Pension Trust
Massachusetts
$23.3M
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$22.6M +$12M +539,296 +136%
JCG
12
JHL Capital Group
Illinois
$21.7M +$20M +900,000 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$20.2M +$18.7M +838,140 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$20.1M +$2.18M +97,960 +13%
Bank of America
15
Bank of America
North Carolina
$19.8M +$9.54M +428,148 +109%
Goldman Sachs
16
Goldman Sachs
New York
$19.4M -$946K -42,487 -5%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$17.5M +$4.68M +210,000 +41%
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$17.1M -$485K -21,765 -3%
GCM
19
Graham Capital Management
Connecticut
$16M +$3.64M +163,475 +33%
MG
20
Meditor Group
Bermuda
$15.2M -$891K -40,000 -6%
Citigroup
21
Citigroup
New York
$14.5M +$5.43M +243,995 +68%
Wells Fargo
22
Wells Fargo
California
$13.4M +$6.6M +296,117 +115%
RBA
23
Richard Bernstein Advisors
New York
$12.9M
AllianceBernstein
24
AllianceBernstein
Tennessee
$11.6M +$4.49M +201,549 +72%
BIA
25
Barry Investment Advisors
Massachusetts
$11.3M +$108K +4,870 +1%

EPI Hedge Fund Activity: Q1 2017 in Review

158 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2017, worth a combined $1.18B — up 31% from $908M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new EPI positions and 14 closed out — a net gain of 22 holders — while 53 added to existing stakes and 40 trimmed.

The largest buyer was Clal Insurance, opening a new position worth an estimated $66.9M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $35.3M.

  • 158 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2017, up from 139 in Q4 2016.
  • Funds reported $1.18B of WisdomTree India Earnings Fund ETF stock for Q1 2017, up 31% quarter-over-quarter.
  • 36 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2017 and 14 closed out, a net change of +22 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2017 was Clal Insurance, an estimated $66.9M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2017 was Migdal Insurance & Financial Holdings, an estimated $35.3M sold.

Based on aggregated 13F filings for Q1 2017.