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iShares MSCI Hong Kong ETF
EWH

148 hedge funds and large institutions have $868M invested in iShares MSCI Hong Kong ETF in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

5.24% more ownership

Funds ownership: 33.14% → 38.38% (+5.2%)

3% more funds holding

Funds holding: 144 → 148 (+4)

19% less call options, than puts

Call options by funds: $9.56M | Put options by funds: $11.8M

20% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 49

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

86% less capital invested

Capital invested by funds: $6.17B → $868M (-$5.3B)

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
4.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
39
Reduced
49
Closed
20
Calls
$9.56M
Puts
$11.8M
Net Calls
-$2.23M
Net Calls Change
+$3.82M

Top Buyers

1
IG
ING Group
Netherlands
+$99.7M
2
USAA
United Services Automobile Association
Texas
+$10.2M
3
SG Americas Securities
SG Americas Securities
New York
+$6.79M
4
LTI
Laffer Tengler Investments
Tennessee
+$5.43M
5
GI
Glovista Investments
New Jersey
+$4.67M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$42M
2
Goldman Sachs
Goldman Sachs
New York
-$19.6M
3
FTUS
Flow Traders U.S.
New York
-$19.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$18.9M
5
Ameriprise
Ameriprise
Minnesota
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$2.21M – – –
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.91M +$1.04M +50,996 +123%
ZIM
28
Zacks Investment Management
Illinois
$1.87M +$50.4K +2,471 +3%
LS
29
Lattice Strategies
Pennsylvania
$1.74M +$315K +15,425 +22%
RBC
30
Ronald Blue & Co
Georgia
$1.73M -$2.09M -102,385 -55%
ODCM
31
Old Dominion Capital Management
Virginia
$1.58M +$19.8K +973 +1%
JGC
32
J. Goldman & Co
New York
$1.54M +$1.53M +75,000 New
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$1.54M +$32.5K +1,592 +2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.54M +$10.3K +506 +0.7%
BFS
35
Bradley Foster & Sargent
Connecticut
$1.53M -$145K -7,104 -9%
GA
36
Gateway Advisory
New Jersey
$1.48M +$6K +294 +0.4%
AGA
37
Accuvest Global Advisors
Utah
$1.44M -$642K -31,480 -31%
KIM
38
Karpus Investment Management
New York
$1.38M -$1.55M -75,907 -53%
QIM
39
Quantitative Investment Management
Virginia
$1.38M -$824K -40,400 -38%
AFG
40
Albion Financial Group
Utah
$1.38M – – –
TYCC
41
Texas Yale Capital Corp
Florida
$1.29M +$3.57K +175 +0.3%
Barclays
42
Barclays
United Kingdom
$1.19M -$2.76M -135,140 -69%
1GA
43
1st Global Advisors
Texas
$1.14M +$45.4K +2,225 +4%
RG
44
Rathbones Group
United Kingdom
$997K -$14.9K -730 -1%
Nisa Investment Advisors
45
Nisa Investment Advisors
Missouri
$989K – – –
BFEC
46
Benjamin F. Edwards & Company
Missouri
$907K -$7.93K -389 -0.9%
LPL Financial
47
LPL Financial
California
$892K -$5.91M -289,796 -87%
CAM
48
Carret Asset Management
New York
$772K +$9.18K +450 +1%
CANY
49
Caxton Associates (New York)
New York
$760K +$388K +18,996 +106%
Bessemer Group
50
Bessemer Group
New Jersey
$756K -$87.7K -4,300 -10%
1
2
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EWH Hedge Fund Activity: Q4 2013 in Review

148 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Hong Kong ETF (EWH) for Q4 2013, worth a combined $868M — down 86% from $6.17B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EWH positions and 20 closed out — a net gain of 5 holders — while 39 added to existing stakes and 49 trimmed.

The largest buyer was ING Group, adding an estimated $99.7M. The largest seller was Wells Fargo, cutting an estimated $42M.

  • 148 institutional investors held iShares MSCI Hong Kong ETF (EWH) as of Q4 2013, up from 144 in Q3 2013.
  • Funds reported $868M of iShares MSCI Hong Kong ETF stock for Q4 2013, down 86% quarter-over-quarter.
  • 25 funds opened new iShares MSCI Hong Kong ETF positions in Q4 2013 and 20 closed out, a net change of +5 holders.
  • The largest iShares MSCI Hong Kong ETF buyer in Q4 2013 was ING Group, an estimated $99.7M added.
  • The largest iShares MSCI Hong Kong ETF seller in Q4 2013 was Wells Fargo, an estimated $42M sold.

Based on aggregated 13F filings for Q4 2013.