WisdomTree US LargeCap Fund
25 hedge funds and large institutions have $27.9M invested in WisdomTree US LargeCap Fund in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
7% more capital invested
Capital invested by funds: $26M → $27.9M (+$1.89M)
0.02% more ownership
Funds ownership: 73.07% → 73.09% (+0.02%)
0% more funds holding
Funds holding: 25 → 25 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.13M |
| 2 |
Jane Street
New York
|
+$1.02M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$601K |
| 4 |
Morgan Stanley
New York
|
+$310K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$305K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $3K | – | – | – |
|
|
GSC
27
Ground Swell Capital
Folly Beach,
South Carolina
| – | -$49K | -2,136 | Closed |
|
EPS Hedge Fund Activity: Q3 2014 in Review
25 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q3 2014, worth a combined $27.9M — up 7.3% from $26M a quarter earlier.
Fund positioning in EPS was balanced in Q3 2014: 1 fund opened new positions, 1 closed out, 12 added to existing stakes and 4 trimmed.
The largest buyer was Bank of America, adding an estimated $1.13M. The largest seller was Susquehanna International Group, cutting an estimated $1.49M.
- 25 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $27.9M of WisdomTree US LargeCap Fund stock for Q3 2014, up 7.3% quarter-over-quarter.
- 1 fund opened new WisdomTree US LargeCap Fund positions in Q3 2014 and 1 closed out, a net change of 0 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q3 2014 was Bank of America, an estimated $1.13M added.
- The largest WisdomTree US LargeCap Fund seller in Q3 2014 was Susquehanna International Group, an estimated $1.49M sold.
Based on aggregated 13F filings for Q3 2014.