U.S. Equity High Volatility Put Write Index Fund
HVPW
HVPW was delisted on the 23rd of June, 2017.
29 hedge funds and large institutions have $28.4M invested in U.S. Equity High Volatility Put Write Index Fund in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 6 closing their positions.
0% more funds holding
Funds holding: 29 → 29 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
4% less capital invested
Capital invested by funds: $29.6M → $28.4M (-$1.22M)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.27M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$398K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$344K |
| 4 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$191K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$159K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
-$1.34M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$795K |
| 3 |
Jane Street
New York
|
-$406K |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
-$378K |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
-$251K |
HVPW Hedge Fund Activity: Q4 2015 in Review
29 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in U.S. Equity High Volatility Put Write Index Fund (HVPW) for Q4 2015, worth a combined $28.4M — down 4.1% from $29.6M a quarter earlier.
Fund positioning in HVPW was balanced in Q4 2015: 6 funds opened new positions, 6 closed out, 8 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.27M. The largest seller was Uniplan Investment Counsel, cutting an estimated $1.34M.
- 29 institutional investors held U.S. Equity High Volatility Put Write Index Fund (HVPW) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $28.4M of U.S. Equity High Volatility Put Write Index Fund stock for Q4 2015, down 4.1% quarter-over-quarter.
- 6 funds opened new U.S. Equity High Volatility Put Write Index Fund positions in Q4 2015 and 6 closed out, a net change of 0 holders.
- The largest U.S. Equity High Volatility Put Write Index Fund buyer in Q4 2015 was LPL Financial, an estimated $1.27M added.
- The largest U.S. Equity High Volatility Put Write Index Fund seller in Q4 2015 was Uniplan Investment Counsel, an estimated $1.34M sold.
Based on aggregated 13F filings for Q4 2015.