WisdomTree European Opportunities Fund
OPPE
33 hedge funds and large institutions have $120M invested in WisdomTree European Opportunities Fund in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 13 closing their positions.
11% more capital invested
Capital invested by funds: $108M → $120M (+$11.7M)
0.18% less ownership
Funds ownership: 44.98% → 44.8% (-0.18%)
15% less funds holding
Funds holding: 39 → 33 (-6)
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
38% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 13
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$41.3M |
| 2 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$8.05M |
| 3 |
FA
FDx Advisors
Chicago,
Illinois
|
+$4.38M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.46M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$723K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWMP
Taylor Wealth Management Partners
Boston,
Massachusetts
|
-$7.42M |
| 2 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$5.76M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$5.65M |
| 4 |
Jane Street
New York
|
-$3.93M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.68M |
OPPE Hedge Fund Activity: Q1 2016 in Review
33 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q1 2016, worth a combined $120M — up 11% from $108M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of OPPE and 8 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 9 added.
The largest buyer was UBS AM, opening a new position worth an estimated $41.3M. The largest seller was Taylor Wealth Management Partners, exiting entirely with an estimated $7.42M sold.
- 33 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q1 2016, down from 39 in Q4 2015.
- Funds reported $120M of WisdomTree European Opportunities Fund stock for Q1 2016, up 11% quarter-over-quarter.
- 8 funds opened new WisdomTree European Opportunities Fund positions in Q1 2016 and 13 closed out, a net change of -5 holders.
- The largest WisdomTree European Opportunities Fund buyer in Q1 2016 was UBS AM, an estimated $41.3M added.
- The largest WisdomTree European Opportunities Fund seller in Q1 2016 was Taylor Wealth Management Partners, an estimated $7.42M sold.
Based on aggregated 13F filings for Q1 2016.