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WisdomTree India Earnings Fund ETF

163 hedge funds and large institutions have $932M invested in WisdomTree India Earnings Fund ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

2% more funds holding

Funds holding: 160163 (+3)

4% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 52

8% less capital invested

Capital invested by funds: $1.01B → $932M (-$76.8M)

8.24% less ownership

Funds ownership: 63.55%55.31% (-8.2%)

33% less call options, than puts

Call options by funds: $142M | Put options by funds: $211M

Holders
163
Holders Change
+3
Holders Change %
+1.88%
% of All Funds
3.53%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
23
Increased
50
Reduced
52
Closed
16
Calls
$142M
Puts
$211M
Net Calls
-$69.3M
Net Calls Change
-$25.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Clal Insurance
Israel
$132M +$123M +5,000,000 New
Morgan Stanley
2
Morgan Stanley
New York
$82.9M -$2.35M -95,611 -3%
IG
3
ING Group
Netherlands
$57.8M
BlackRock
4
BlackRock
New York
$57.5M -$190M -7,731,422 -78%
DCM
5
Discovery Capital Management
Connecticut
$42.5M +$13.8M +563,972 +54%
CCM
6
Causeway Capital Management
California
$40.1M -$27.9M -1,136,109 -43%
Ameriprise
7
Ameriprise
Minnesota
$28.6M +$200K +8,133 +0.8%
Wells Fargo
8
Wells Fargo
California
$23.7M -$2.59M -105,580 -10%
UBS Group
9
UBS Group
Switzerland
$23.7M -$12.5M -510,001 -36%
CCP
10
Clough Capital Partners
Massachusetts
$21.4M +$16.4M +668,400 +464%
Twin Tree Management
11
Twin Tree Management
Texas
$19.6M +$18.3M +744,600 New
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$19.5M +$454K +18,500 +3%
GC
13
Globeflex Capital
California
$14.8M +$1.6M +65,240 +13%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$14.7M -$517K -21,067 -4%
BTS
15
BB&T Securities
Virginia
$14.4M -$131K -5,325 -1%
Bank of America
16
Bank of America
North Carolina
$14.1M +$2.89M +117,739 +28%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$13.6M -$7.66K -312 -0.1%
MD
18
Money Design
Japan
$13.4M +$329K +13,403 +3%
CCA
19
Catalyst Capital Advisors
New York
$13M +$352K +14,336 +3%
MRC
20
Millburn Ridgefield Corp
New York
$13M +$352K +14,336 +3%
BIA
21
Barry Investment Advisors
Massachusetts
$12.9M +$109K +4,439 +0.9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$12.4M -$12M -489,062 -51%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$11.6M -$12.7M -516,103 -54%
JP Morgan Chase
24
JP Morgan Chase
New York
$11.4M +$5.84M +237,933 +123%
SG Americas Securities
25
SG Americas Securities
New York
$11.2M +$9.6M +391,280 +1,139%

EPI Hedge Fund Activity: Q1 2019 in Review

163 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2019, worth a combined $932M — down 7.6% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EPI positions and 16 closed out — a net gain of 7 holders — while 50 added to existing stakes and 52 trimmed.

The largest buyer was Clal Insurance, opening a new position worth an estimated $123M. The largest seller was BlackRock, cutting an estimated $190M.

  • 163 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2019, up from 160 in Q4 2018.
  • Funds reported $932M of WisdomTree India Earnings Fund ETF stock for Q1 2019, down 7.6% quarter-over-quarter.
  • 23 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2019 and 16 closed out, a net change of +7 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2019 was Clal Insurance, an estimated $123M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2019 was BlackRock, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2019.