iShares MSCI Poland ETF
EPOL
64 hedge funds and large institutions have $195M invested in iShares MSCI Poland ETF in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 13 closing their positions.
118% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 11
31% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 13
7% more funds holding
Funds holding: 60 → 64 (+4)
6% more capital invested
Capital invested by funds: $185M → $195M (+$10.2M)
4.93% less ownership
Funds ownership: 69.56% → 64.63% (-4.9%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$12.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$9.78M |
| 3 |
BCM
Bluefin Capital Management
New York
|
+$5M |
| 4 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$4.39M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$2.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Glovista Investments
Jersey City,
New Jersey
|
-$23.1M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$12.6M |
| 3 |
Citigroup
New York
|
-$4.17M |
| 4 |
RIG
Roosevelt Investment Group
New York
|
-$3.69M |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
-$2.5M |
EPOL Hedge Fund Activity: Q1 2014 in Review
64 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Poland ETF (EPOL) for Q1 2014, worth a combined $195M — up 5.5% from $185M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new EPOL positions and 13 closed out — a net gain of 4 holders — while 24 added to existing stakes and 11 trimmed.
The largest buyer was Bank of America, adding an estimated $12.5M. The largest seller was Glovista Investments, exiting entirely with an estimated $23.1M sold.
- 64 institutional investors held iShares MSCI Poland ETF (EPOL) as of Q1 2014, up from 60 in Q4 2013.
- Funds reported $195M of iShares MSCI Poland ETF stock for Q1 2014, up 5.5% quarter-over-quarter.
- 17 funds opened new iShares MSCI Poland ETF positions in Q1 2014 and 13 closed out, a net change of +4 holders.
- The largest iShares MSCI Poland ETF buyer in Q1 2014 was Bank of America, an estimated $12.5M added.
- The largest iShares MSCI Poland ETF seller in Q1 2014 was Glovista Investments, an estimated $23.1M sold.
Based on aggregated 13F filings for Q1 2014.