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WisdomTree US LargeCap Fund
EPS

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.39M
2
Morgan Stanley
Morgan Stanley
New York
+$2.36M
3
Bank of America
Bank of America
North Carolina
+$1.59M
4
Jane Street
Jane Street
New York
+$1.5M
5
Citadel Advisors
Citadel Advisors
Florida
+$1M

Top Sellers

1
CFA
Carroll Financial Associates
North Carolina
-$142K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$112K
3
Deutsche Bank
Deutsche Bank
Germany
-$87.8K
4
AIG
American International Group
New York
-$64K
5
Ameriprise
Ameriprise
Minnesota
-$30K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.64M +$2.36M +100,737 +39%
PI
2
Placemark Investments
Illinois
$4.35M +$32.3K +1,380 +0.8%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.75M +$2.39M +102,114 +189%
LPL Financial
4
LPL Financial
California
$3.15M +$336K +14,361 +12%
Bank of America
5
Bank of America
North Carolina
$3.13M +$1.59M +68,151 +110%
Jane Street
6
Jane Street
New York
$2.83M +$1.5M +64,167 +119%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.21M -$112K -4,803 -5%
MWP
8
Moller Wealth Partners
$1.79M – – –
UBS Group
9
UBS Group
Switzerland
$1.29M +$1.26M +53,727 New
WA
10
WFG Advisors
Texas
$1.22M -$3.51K -150 -0.3%
Citadel Advisors
11
Citadel Advisors
Florida
$1.03M +$1M +42,825 New
BHWM
12
Bar Harbor Wealth Management
New Hampshire
$957K -$17.7K -756 -2%
MWP
13
MYCIO Wealth Partners
Pennsylvania
$835K +$3.58K +153 +0.4%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$703K +$19.9K +852 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$627K – – –
UCFA
16
United Capital Financial Advisors
Texas
$627K – – –
CIC
17
Cutler Investment Counsel
Oregon
$520K +$8.36K +357 +2%
CWM
18
Concert Wealth Management
California
$289K – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$230K +$26K +1,113 +13%
PCM
20
Parsons Capital Management
Rhode Island
$207K +$202K +8,640 New
CPIG
21
Chicago Partners Investment Group
Illinois
$157K +$154K +6,561 New
Deutsche Bank
22
Deutsche Bank
Germany
$101K -$87.8K -3,750 -47%
AIG
23
American International Group
New York
$92.8K -$64K -2,736 -41%
Wells Fargo
24
Wells Fargo
California
$86K +$6.95K +297 +9%
NES
25
New England Securities
New York
$79K +$3.51K +150 +5%
1
2

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.