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OPPE

WisdomTree European Opportunities Fund
OPPE

40 hedge funds and large institutions have $115M invested in WisdomTree European Opportunities Fund in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

25% more funds holding

Funds holding: 32 → 40 (+8)

7.03% more ownership

Funds ownership: 49.83% → 56.86% (+7%)

3% more capital invested

Capital invested by funds: $112M → $115M (+$2.94M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

40% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 15

Holders
40
Holders Change
+8
Holders Change %
+25%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
9
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cetera Advisors
Colorado
+$1.02M
2
Morgan Stanley
Morgan Stanley
New York
+$917K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$637K
4
FTUS
Flow Traders U.S.
New York
+$594K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$570K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$3.12M
2
Jane Street
Jane Street
New York
-$2.65M
3
WMG
WESCAP Management Group
California
-$1.32M
4
VKH
Virtu KCG Holdings
New York
-$656K
5
PFM
Peak Financial Management
Massachusetts
-$649K
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
26
M&T Bank
New York
$247K +$244K +10,116 New
OMC
27
Old Mission Capital
Illinois
$245K -$165K -6,834 -41%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$203K +$200K +8,303 New
CFA
29
Carroll Financial Associates
North Carolina
$161K – – –
IA
30
IFP Advisors
Florida
$155K – – –
TIM
31
Tortoise Investment Management
New York
$106K +$72.3K +3,000 +226%
VNA
32
Valley National Advisers
Pennsylvania
$97K -$48.4K -2,008 -34%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$81K -$121K -5,030 -60%
EAMA
34
EFG Asset Management (Americas)
Florida
$68K +$67K +2,781 New
Mariner
35
Mariner
Kansas
$40K +$39.6K +1,644 New
RPG
36
Risk Paradigm Group
Texas
$12.4K +$12.2K +506 New
Wells Fargo
37
Wells Fargo
California
$12K -$8.8K -365 -42%
AG
38
Advisor Group
Arizona
$12K – – –
First Manhattan
39
First Manhattan
New York
$3K – – –
MWP
40
MYCIO Wealth Partners
Pennsylvania
$2K +$2.41K +100 New
RFA
41
Reilly Financial Advisors
California
– -$8K -369 Closed
1
2

OPPE Hedge Fund Activity: Q3 2016 in Review

40 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q3 2016, worth a combined $115M — up 2.6% from $112M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OPPE positions and 1 closed out — a net gain of 8 holders — while 9 added to existing stakes and 15 trimmed.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $1.02M. The largest seller was Bank of America, cutting an estimated $3.12M.

  • 40 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q3 2016, up from 32 in Q2 2016.
  • Funds reported $115M of WisdomTree European Opportunities Fund stock for Q3 2016, up 2.6% quarter-over-quarter.
  • 9 funds opened new WisdomTree European Opportunities Fund positions in Q3 2016 and 1 closed out, a net change of +8 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q3 2016 was Cetera Advisors, an estimated $1.02M added.
  • The largest WisdomTree European Opportunities Fund seller in Q3 2016 was Bank of America, an estimated $3.12M sold.

Based on aggregated 13F filings for Q3 2016.