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WisdomTree India Earnings Fund ETF

159 hedge funds and large institutions have $1.26B invested in WisdomTree India Earnings Fund ETF in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

36% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 44

5% more funds holding

Funds holding: 152159 (+7)

2% more capital invested

Capital invested by funds: $1.24B → $1.26B (+$21.2M)

0.25% less ownership

Funds ownership: 80.1%79.84% (-0.25%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

34% less call options, than puts

Call options by funds: $122M | Put options by funds: $185M

Holders
159
Holders Change
+7
Holders Change %
+4.61%
% of All Funds
3.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
24
Increased
60
Reduced
44
Closed
15
Calls
$122M
Puts
$185M
Net Calls
-$62.9M
Net Calls Change
+$64.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$220M +$1.99M +76,669 +0.9%
CI
2
Clal Insurance
Israel
$152M +$40.4M +1,552,263 +35%
DCM
3
Discovery Capital Management
Connecticut
$90.4M -$7.94M -305,200 -8%
Morgan Stanley
4
Morgan Stanley
New York
$81.6M -$3.49M -134,234 -4%
UBS Group
5
UBS Group
Switzerland
$80.8M -$192K -7,367 -0.2%
IG
6
ING Group
Netherlands
$55.3M
CCM
7
Causeway Capital Management
California
$49.2M -$13.7M -526,000 -21%
USAA
8
United Services Automobile Association
Texas
$38M -$101K -3,900 -0.3%
MIFH
9
Migdal Insurance & Financial Holdings
Israel
$36.3M -$2.49M -95,715 -6%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$35.3M +$9.13M +350,988 +33%
Bank of America
11
Bank of America
North Carolina
$25M +$7.04M +270,670 +38%
Goldman Sachs
12
Goldman Sachs
New York
$23.8M +$1.43M +54,834 +6%
Wells Fargo
13
Wells Fargo
California
$23.2M +$8.36M +321,438 +54%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$18M +$3.23M +124,063 +21%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$16.5M -$377K -14,500 -2%
RBA
16
Richard Bernstein Advisors
New York
$13.5M
GC
17
Globeflex Capital
California
$13.1M +$1.27M +48,659 +10%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$12.2M -$6.14M -236,027 -33%
BIA
19
Barry Investment Advisors
Massachusetts
$12.2M -$20.9K -805 -0.2%
Jane Street
20
Jane Street
New York
$12M -$853K -32,800 -6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$12M -$3.71M -142,504 -23%
N
22
Natixis
France
$10.7M +$2.43M +93,610 +28%
MG
23
Meditor Group
Bermuda
$10.1M -$5.98M -230,000 -37%
JP Morgan Chase
24
JP Morgan Chase
New York
$9.63M +$107K +4,112 +1%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$8.67M +$1.13M +43,619 +15%

EPI Hedge Fund Activity: Q3 2017 in Review

159 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2017, worth a combined $1.26B — up 1.7% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EPI positions and 15 closed out — a net gain of 9 holders — while 60 added to existing stakes and 44 trimmed.

The largest buyer was Clal Insurance, adding an estimated $40.4M. The largest seller was Raytheon Master Pension Trust, exiting entirely with an estimated $23.7M sold.

  • 159 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2017, up from 152 in Q2 2017.
  • Funds reported $1.26B of WisdomTree India Earnings Fund ETF stock for Q3 2017, up 1.7% quarter-over-quarter.
  • 24 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2017 and 15 closed out, a net change of +9 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2017 was Clal Insurance, an estimated $40.4M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2017 was Raytheon Master Pension Trust, an estimated $23.7M sold.

Based on aggregated 13F filings for Q3 2017.