WisdomTree US LargeCap Fund
32 hedge funds and large institutions have $51.2M invested in WisdomTree US LargeCap Fund in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
35% more capital invested
Capital invested by funds: $37.8M → $51.2M (+$13.4M)
29.09% more ownership
Funds ownership: 90.93% → 120.02% (+29%)
23% more funds holding
Funds holding: 26 → 32 (+6)
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.26M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.89M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.91M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$556K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$316K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.1M |
| 2 |
Jane Street
New York
|
-$503K |
| 3 |
CWM
Concert Wealth Management
San Jose,
California
|
-$262K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$106K |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$105K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $74K | +$75.1K | +3,213 | New |
|
|
CPIG
27
Chicago Partners Investment Group
Chicago,
Illinois
| $67K | -$105K | -4,497 | -61% |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $66K | -$4.91K | -210 | -7% |
|
|
CCS
29
Crosspoint Capital Strategies
Orinda,
California
| $40K | +$39.4K | +1,686 | New |
|
30
Citigroup
New York
| $9K | +$9.61K | +411 | New |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| $7K | +$7.01K | +300 | New |
|
|
CWM
32
Concert Wealth Management
San Jose,
California
| – | -$262K | -12,030 | Closed |
|
EPS Hedge Fund Activity: Q4 2015 in Review
32 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q4 2015, worth a combined $51.2M — up 35% from $37.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EPS positions and 1 closed out — a net gain of 6 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.26M. The largest seller was Susquehanna International Group, cutting an estimated $2.1M.
- 32 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q4 2015, up from 26 in Q3 2015.
- Funds reported $51.2M of WisdomTree US LargeCap Fund stock for Q4 2015, up 35% quarter-over-quarter.
- 7 funds opened new WisdomTree US LargeCap Fund positions in Q4 2015 and 1 closed out, a net change of +6 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q4 2015 was Morgan Stanley, an estimated $8.26M added.
- The largest WisdomTree US LargeCap Fund seller in Q4 2015 was Susquehanna International Group, an estimated $2.1M sold.
Based on aggregated 13F filings for Q4 2015.