WisdomTree US LargeCap Fund
28 hedge funds and large institutions have $39M invested in WisdomTree US LargeCap Fund in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
40% more capital invested
Capital invested by funds: $27.9M → $39M (+$11.1M)
12% more funds holding
Funds holding: 25 → 28 (+3)
11.82% more ownership
Funds ownership: 73.09% → 84.91% (+12%)
Top Buyers
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.39M |
| 2 |
Morgan Stanley
New York
|
+$2.36M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.59M |
| 4 |
Jane Street
New York
|
+$1.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIA
26
Regal Investment Advisors
Kentwood,
Michigan
| $40K | – | – | – |
|
|
EFSCE
27
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $34K | +$33.2K | +1,419 | New |
|
28
Citigroup
New York
| $3K | – | – | – |
|
|
CFA
29
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$142K | -6,000 | Closed |
|
30
Ameriprise
Minneapolis,
Minnesota
| – | -$30K | -1,320 | Closed |
|
31
Parallax Volatility Advisers
San Francisco,
California
| – | +$70 | +3 | New |
|
EPS Hedge Fund Activity: Q4 2014 in Review
28 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q4 2014, worth a combined $39M — up 40% from $27.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EPS positions and 2 closed out — a net gain of 4 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $2.39M. The largest seller was Carroll Financial Associates, exiting entirely with an estimated $142K sold.
- 28 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q4 2014, up from 25 in Q3 2014.
- Funds reported $39M of WisdomTree US LargeCap Fund stock for Q4 2014, up 40% quarter-over-quarter.
- 6 funds opened new WisdomTree US LargeCap Fund positions in Q4 2014 and 2 closed out, a net change of +4 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q4 2014 was Susquehanna International Group, an estimated $2.39M added.
- The largest WisdomTree US LargeCap Fund seller in Q4 2014 was Carroll Financial Associates, an estimated $142K sold.
Based on aggregated 13F filings for Q4 2014.