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iShares MSCI Hong Kong ETF
EWH

128 hedge funds and large institutions have $775M invested in iShares MSCI Hong Kong ETF in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 25 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $8.05M | Put options by funds: $2.88M

59% more capital invested

Capital invested by funds: $487M → $775M (+$288M)

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

6.16% more ownership

Funds ownership: 31.24% → 37.4% (+6.2%)

4% more funds holding

Funds holding: 123 → 128 (+5)

44% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 45

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
3.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
25
Reduced
45
Closed
18
Calls
$8.05M
Puts
$2.88M
Net Calls
+$5.16M
Net Calls Change
+$5.12M

Top Buyers

1
WIM
Windhaven Investment Management
Massachusetts
+$316M
2
PVH
Psagot Value Holdings
Israel
+$20.5M
3
Ameriprise
Ameriprise
Minnesota
+$13.3M
4
Wells Fargo
Wells Fargo
California
+$10.7M
5
PPFA
Provida Pension Fund Administrator
Chile
+$8.22M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$30.4M
2
Morgan Stanley
Morgan Stanley
New York
-$18.6M
3
Jane Street
Jane Street
New York
-$16.3M
4
CS
Credit Suisse
Switzerland
-$10.7M
5
DCM
Dupont Capital Management
Delaware
-$9.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$35K – – –
AIM
102
Anchor Investment Management
South Carolina
$30.8K – – –
FMP
103
Financial Management Professionals
Texas
$30K – – –
JIC
104
Joel Isaacson & Co
New York
$28K – – –
SFG
105
SevenBridge Financial Group
Pennsylvania
$23K -$4.21K -200 -16%
GT
106
Glenmede Trust
Pennsylvania
$22K – – –
WTC
107
WhitTier Trust Company
Nevada
$22K – – –
AIP
108
Ameritas Investment Partners
Nebraska
$20K – – –
DADC
109
D.A. Davidson & Co
Montana
$19K -$466K -22,111 -96%
CG
110
Cutler Group
California
$19K – – –
BWP
111
Baldwin Wealth Partners
Massachusetts
$14K +$13.7K +651 New
FANJ
112
Financial Architects (New Jersey)
New Jersey
$10K +$9.12K +433 New
NFG
113
Next Financial Group
Texas
$10K +$9.53K +452 New
IWC
114
Integrated Wealth Counsel
California
$8K +$7.42K +352 New
TWA
115
TCI Wealth Advisors
Arizona
$6K – – –
GWM
116
Geneos Wealth Management
Colorado
$5K -$56.1K -2,662 -91%
IWMPD
117
Integrated Wealth Management (Palm Desert)
California
$4K – – –
NSIM
118
North Star Investment Management
Illinois
$4K – – –
SIC
119
Salem Investment Counselors
North Carolina
$3.6K +$6.32K +300 +2%
ASN
120
Advisory Services Network
Georgia
$3K – – –
BC
121
Bartlett & Co
Ohio
$3K – – –
ATC
122
Adirondack Trust Company
New York
$2K – – –
ECM
123
Exchange Capital Management
Michigan
$2K – – –
GI
124
Gradient Investments
Minnesota
$2K – – –
LNB
125
Ledyard National Bank
$2K – – –
2 3 4
5
6

EWH Hedge Fund Activity: Q3 2016 in Review

128 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Hong Kong ETF (EWH) for Q3 2016, worth a combined $775M — up 59% from $487M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EWH positions and 18 closed out — a net gain of 6 holders — while 25 added to existing stakes and 45 trimmed.

The largest buyer was Windhaven Investment Management, opening a new position worth an estimated $316M. The largest seller was Susquehanna International Group, cutting an estimated $30.4M.

  • 128 institutional investors held iShares MSCI Hong Kong ETF (EWH) as of Q3 2016, up from 123 in Q2 2016.
  • Funds reported $775M of iShares MSCI Hong Kong ETF stock for Q3 2016, up 59% quarter-over-quarter.
  • 24 funds opened new iShares MSCI Hong Kong ETF positions in Q3 2016 and 18 closed out, a net change of +6 holders.
  • The largest iShares MSCI Hong Kong ETF buyer in Q3 2016 was Windhaven Investment Management, an estimated $316M added.
  • The largest iShares MSCI Hong Kong ETF seller in Q3 2016 was Susquehanna International Group, an estimated $30.4M sold.

Based on aggregated 13F filings for Q3 2016.