WisdomTree US LargeCap Fund
28 hedge funds and large institutions have $36M invested in WisdomTree US LargeCap Fund in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 4 closing their positions.
5.21% less ownership
Funds ownership: 94.56% → 89.35% (-5.2%)
6% less capital invested
Capital invested by funds: $38.1M → $36M (-$2.17M)
7% less funds holding
Funds holding: 30 → 28 (-2)
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$426K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$359K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$217K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$194K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$32.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.22M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.12M |
| 3 |
Morgan Stanley
New York
|
-$876K |
| 4 |
Bank of New York Mellon
New York
|
-$275K |
| 5 |
LPL Financial
San Diego,
California
|
-$218K |
EPS Hedge Fund Activity: Q4 2016 in Review
28 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q4 2016, worth a combined $36M — down 5.7% from $38.1M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of EPS and 2 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 9 added.
The largest buyer was Goldman Sachs, adding an estimated $426K. The largest seller was Jane Street, exiting entirely with an estimated $3.22M sold.
- 28 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q4 2016, down from 30 in Q3 2016.
- Funds reported $36M of WisdomTree US LargeCap Fund stock for Q4 2016, down 5.7% quarter-over-quarter.
- 2 funds opened new WisdomTree US LargeCap Fund positions in Q4 2016 and 4 closed out, a net change of -2 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q4 2016 was Goldman Sachs, an estimated $426K added.
- The largest WisdomTree US LargeCap Fund seller in Q4 2016 was Jane Street, an estimated $3.22M sold.
Based on aggregated 13F filings for Q4 2016.