U.S. Equity High Volatility Put Write Index Fund
HVPW
HVPW was delisted on the 23rd of June, 2017.
14 hedge funds and large institutions have $26.9M invested in U.S. Equity High Volatility Put Write Index Fund in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 4 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
83% more capital invested
Capital invested by funds: $14.7M → $26.9M (+$12.2M)
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
27% more funds holding
Funds holding: 11 → 14 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
+$4.88M |
| 2 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
+$4.29M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$3.73M |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$1.89M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.61M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.18M |
| 3 |
WA
WFG Advisors
Dallas,
Texas
|
-$237K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$15K |
| 5 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
-$7.2K |
HVPW Hedge Fund Activity: Q1 2014 in Review
14 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in U.S. Equity High Volatility Put Write Index Fund (HVPW) for Q1 2014, worth a combined $26.9M — up 83% from $14.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HVPW positions and 4 closed out — a net gain of 3 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was New York Life Investment Management, adding an estimated $4.88M. The largest seller was LPL Financial, exiting entirely with an estimated $3.61M sold.
- 14 institutional investors held U.S. Equity High Volatility Put Write Index Fund (HVPW) as of Q1 2014, up from 11 in Q4 2013.
- Funds reported $26.9M of U.S. Equity High Volatility Put Write Index Fund stock for Q1 2014, up 83% quarter-over-quarter.
- 7 funds opened new U.S. Equity High Volatility Put Write Index Fund positions in Q1 2014 and 4 closed out, a net change of +3 holders.
- The largest U.S. Equity High Volatility Put Write Index Fund buyer in Q1 2014 was New York Life Investment Management, an estimated $4.88M added.
- The largest U.S. Equity High Volatility Put Write Index Fund seller in Q1 2014 was LPL Financial, an estimated $3.61M sold.
Based on aggregated 13F filings for Q1 2014.