FIRST TRUST ISE GLOBAL PLATINUM INDEX FD
PLTM
PLTM was delisted on the 18th of December, 2015.
11 hedge funds and large institutions have $1.61M invested in FIRST TRUST ISE GLOBAL PLATINUM INDEX FD in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
22% more funds holding
Funds holding: 9 → 11 (+2)
16% more capital invested
Capital invested by funds: $1.38M → $1.61M (+$226K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$299K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$295K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$129K |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$125K |
| 5 |
Morgan Stanley
New York
|
+$15.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$542K |
| 2 |
Jane Street
New York
|
-$39.3K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$8.13K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$8.08K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
U
1
UBS
Zurich,
Switzerland
| $675K | +$299K | +23,935 | +78% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $345K | +$295K | +23,622 | +543% |
|
|
3
Jane Street
New York
| $239K | -$39.3K | -3,142 | -14% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $129K | +$129K | +10,285 | New |
|
|
SI
5
Stephens Inc
Little Rock,
Arkansas
| $123K | +$125K | +10,000 | New |
|
|
6
Bank of America
Charlotte,
North Carolina
| $46K | -$8.13K | -650 | -15% |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $23K | -$8.08K | -646 | -26% |
|
|
8
Morgan Stanley
New York
| $16K | +$15.9K | +1,274 | New |
|
9
Canada Life
Winnipeg,
Manitoba, Canada
| $6K | – | – | – |
|
|
LTFS
10
Ladenburg Thalmann Financial Services
Miami,
Florida
| $6K | – | – | – |
|
|
WI
11
WBI Investments
Red Bank,
New Jersey
| – | -$542K | -42,170 | Closed |
|
PLTM Hedge Fund Activity: Q4 2013 in Review
11 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST ISE GLOBAL PLATINUM INDEX FD (PLTM) for Q4 2013, worth a combined $1.61M — up 16% from $1.38M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PLTM positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was UBS, adding an estimated $299K. The largest seller was WBI Investments, exiting entirely with an estimated $542K sold.
- 11 institutional investors held FIRST TRUST ISE GLOBAL PLATINUM INDEX FD (PLTM) as of Q4 2013, up from 9 in Q3 2013.
- Funds reported $1.61M of FIRST TRUST ISE GLOBAL PLATINUM INDEX FD stock for Q4 2013, up 16% quarter-over-quarter.
- 3 funds opened new FIRST TRUST ISE GLOBAL PLATINUM INDEX FD positions in Q4 2013 and 1 closed out, a net change of +2 holders.
- The largest FIRST TRUST ISE GLOBAL PLATINUM INDEX FD buyer in Q4 2013 was UBS, an estimated $299K added.
- The largest FIRST TRUST ISE GLOBAL PLATINUM INDEX FD seller in Q4 2013 was WBI Investments, an estimated $542K sold.
Based on aggregated 13F filings for Q4 2013.