WisdomTree US LargeCap Fund
30 hedge funds and large institutions have $55.2M invested in WisdomTree US LargeCap Fund in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
18% more capital invested
Capital invested by funds: $46.6M → $55.2M (+$8.56M)
11% more funds holding
Funds holding: 27 → 30 (+3)
64.79% less ownership
Funds ownership: 97.38% → 32.59% (-65%)
Top Buyers
Top Sellers
| 1 |
Jane Street
New York
|
-$704K |
| 2 |
LPL Financial
San Diego,
California
|
-$326K |
| 3 |
Goldman Sachs
New York
|
-$139K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$82K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$48K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $81K | -$815 | -27 | -1% |
|
|
CA
27
Calton & Associates
Tampa,
Florida
| $17K | +$16.3K | +540 | New |
|
|
LNB
28
Ledyard National Bank
| $14K | – | – | – |
|
|
SIAS
29
Shine Investment Advisory Services
Lone Tree,
Colorado
| $10K | – | – | – |
|
|
30
Jane Street
New York
| – | -$704K | -24,279 | Closed |
|
EPS Hedge Fund Activity: Q4 2017 in Review
30 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q4 2017, worth a combined $55.2M — up 18% from $46.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EPS positions and 1 closed out — a net gain of 3 holders — while 14 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.92M. The largest seller was Jane Street, exiting entirely with an estimated $704K sold.
- 30 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q4 2017, up from 27 in Q3 2017.
- Funds reported $55.2M of WisdomTree US LargeCap Fund stock for Q4 2017, up 18% quarter-over-quarter.
- 4 funds opened new WisdomTree US LargeCap Fund positions in Q4 2017 and 1 closed out, a net change of +3 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q4 2017 was Morgan Stanley, an estimated $2.92M added.
- The largest WisdomTree US LargeCap Fund seller in Q4 2017 was Jane Street, an estimated $704K sold.
Based on aggregated 13F filings for Q4 2017.