U.S. Equity High Volatility Put Write Index Fund
HVPW
HVPW was delisted on the 23rd of June, 2017.
11 hedge funds and large institutions have $14.7M invested in U.S. Equity High Volatility Put Write Index Fund in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.
264% more capital invested
Capital invested by funds: $4.03M → $14.7M (+$10.6M)
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
57% more funds holding
Funds holding: 7 → 11 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
+$3.08M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.2M |
| 3 |
LPL Financial
San Diego,
California
|
+$993K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$478K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$369K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WFG Advisors
Dallas,
Texas
|
-$71.6K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$14.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Stringer Asset Management
Memphis,
Tennessee
| $4.59M | +$4.64M | +180,071 | New |
|
|
NYLIM
2
New York Life Investment Management
New York
| $3.81M | +$3.08M | +119,531 | +399% |
|
|
3
LPL Financial
San Diego,
California
| $3.61M | +$993K | +38,554 | +37% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.18M | +$1.2M | +46,433 | New |
|
|
U
5
UBS
Zurich,
Switzerland
| $483K | +$478K | +18,555 | +4,227% |
|
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $365K | +$369K | +14,312 | New |
|
|
WA
7
WFG Advisors
Dallas,
Texas
| $257K | -$71.6K | -2,779 | -22% |
|
8
Ameriprise
Minneapolis,
Minnesota
| $216K | +$45.6K | +1,770 | +26% |
|
|
PAS
9
Partnervest Advisory Services
Santa Barbara,
California
| $156K | +$115K | +4,468 | +267% |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $15K | -$14.9K | -580 | -49% |
|
|
RIA
11
Regal Investment Advisors
Kentwood,
Michigan
| $3K | +$2.58K | +100 | New |
|
HVPW Hedge Fund Activity: Q4 2013 in Review
11 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in U.S. Equity High Volatility Put Write Index Fund (HVPW) for Q4 2013, worth a combined $14.7M — up 264% from $4.03M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HVPW positions and 0 closed out — a net gain of 4 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was New York Life Investment Management, adding an estimated $3.08M. The largest seller was WFG Advisors, cutting an estimated $71.6K.
- 11 institutional investors held U.S. Equity High Volatility Put Write Index Fund (HVPW) as of Q4 2013, up from 7 in Q3 2013.
- Funds reported $14.7M of U.S. Equity High Volatility Put Write Index Fund stock for Q4 2013, up 264% quarter-over-quarter.
- 4 funds opened new U.S. Equity High Volatility Put Write Index Fund positions in Q4 2013 and 0 closed out, a net change of +4 holders.
- The largest U.S. Equity High Volatility Put Write Index Fund buyer in Q4 2013 was New York Life Investment Management, an estimated $3.08M added.
- The largest U.S. Equity High Volatility Put Write Index Fund seller in Q4 2013 was WFG Advisors, an estimated $71.6K sold.
Based on aggregated 13F filings for Q4 2013.