iShares MSCI Europe Financials ETF
EUFN
56 hedge funds and large institutions have $111M invested in iShares MSCI Europe Financials ETF in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
10% more funds holding
Funds holding: 51 → 56 (+5)
22% less capital invested
Capital invested by funds: $143M → $111M (-$31.6M)
25% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 20
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.35M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$5.66M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.27M |
| 3 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
+$3.17M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$2.13M |
| 5 |
AC
Ascend Capital
Orinda,
California
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$12.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.42M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$5.04M |
| 4 |
AssetMark Inc
Concord,
California
|
-$5.04M |
| 5 |
Jane Street
New York
|
-$4.17M |
EUFN Hedge Fund Activity: Q4 2014 in Review
56 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Europe Financials ETF (EUFN) for Q4 2014, worth a combined $111M — down 22% from $143M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EUFN positions and 8 closed out — a net gain of 7 holders — while 15 added to existing stakes and 20 trimmed.
The largest buyer was Baker Avenue Asset Management, opening a new position worth an estimated $5.66M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $12.8M sold.
- 56 institutional investors held iShares MSCI Europe Financials ETF (EUFN) as of Q4 2014, up from 51 in Q3 2014.
- Funds reported $111M of iShares MSCI Europe Financials ETF stock for Q4 2014, down 22% quarter-over-quarter.
- 15 funds opened new iShares MSCI Europe Financials ETF positions in Q4 2014 and 8 closed out, a net change of +7 holders.
- The largest iShares MSCI Europe Financials ETF buyer in Q4 2014 was Baker Avenue Asset Management, an estimated $5.66M added.
- The largest iShares MSCI Europe Financials ETF seller in Q4 2014 was Beaumont Financial Advisors, an estimated $12.8M sold.
Based on aggregated 13F filings for Q4 2014.