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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

26 hedge funds and large institutions have $15.9M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

31.9% less ownership

Funds ownership: 64.21% → 32.31% (-32%)

33% less funds holding

Funds holding: 39 → 26 (-13)

77% less capital invested

Capital invested by funds: $68.2M → $15.9M (-$52.3M)

86% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 14

87% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 15

Holders
26
Holders Change
-13
Holders Change %
-33.33%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
15
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$688K
2
TSS
Two Sigma Securities
New York
+$241K
3
KA
Kovack Advisors
Florida
+$202K
4
APA
American Portfolios Advisors
New York
+$50

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$14.6M
2
AIM
Astor Investment Management
Illinois
-$11.6M
3
GFPC
Global Financial Private Capital
Florida
-$10.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.82M
5
AWM
AE Wealth Management
Kansas
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
26
Astor Investment Management
Illinois
– -$11.6M -447,463 Closed
GFPC
27
Global Financial Private Capital
Florida
– -$10.9M -421,472 Closed
AWM
28
AE Wealth Management
Kansas
– -$1.49M -57,553 Closed
SS
29
Simplicity Solutions
Minnesota
– -$1.38M -53,281 Closed
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$569K -21,972 Closed
AWM
31
Altavista Wealth Management
North Carolina
– -$502K -19,400 Closed
FTUS
32
Flow Traders U.S.
New York
– -$296K -11,434 Closed
IA
33
IFG Advisory
Georgia
– -$222K -5,659 Closed
ASN
34
Advisory Services Network
Georgia
– -$130K -5,039 Closed
PGWM
35
Parisi Gray Wealth Management
New Jersey
– -$32K -1,250 Closed
AF
36
Advisornet Financial
Minnesota
– -$14K -535 Closed
SEI Investments
37
SEI Investments
Pennsylvania
– -$9K -335 Closed
FAAS
38
First Allied Advisory Services
California
– -$2K -61 Closed
1
2

USDU Hedge Fund Activity: Q1 2018 in Review

26 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q1 2018, worth a combined $15.9M — down 77% from $68.2M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of USDU and 2 opened new positions — a net loss of 12 holders — while 15 trimmed existing stakes and 2 added.

The largest buyer was Jane Street, adding an estimated $688K. The largest seller was Wells Fargo, cutting an estimated $14.6M.

  • 26 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q1 2018, down from 39 in Q4 2017.
  • Funds reported $15.9M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q1 2018, down 77% quarter-over-quarter.
  • 2 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q1 2018 and 14 closed out, a net change of -12 holders.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q1 2018 was Jane Street, an estimated $688K added.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q1 2018 was Wells Fargo, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2018.