WisdomTree Bloomberg US Dollar Bullish Fund
USDU
9 hedge funds and large institutions have $39.9M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.
350% more funds holding
Funds holding: 2 → 9 (+7)
22% more capital invested
Capital invested by funds: $32.8M → $39.9M (+$7.08M)
10.42% less ownership
Funds ownership: 87.73% → 77.31% (-10%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$4.76M |
| 2 |
CFS
Community Financial System
Dewitt,
New York
|
+$1.54M |
| 3 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
+$554K |
| 4 |
Jane Street
New York
|
+$323K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$247K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SMA
1
Simply Money Advisors
Cincinnati,
Ohio
| $32.9M | +$554K | +22,382 | +2% |
|
|
2
HighTower Advisors
Chicago,
Illinois
| $4.72M | +$4.76M | +192,153 | New |
|
|
CFS
3
Community Financial System
Dewitt,
New York
| $1.53M | +$1.54M | +62,325 | New |
|
|
4
Jane Street
New York
| $320K | +$323K | +13,030 | New |
|
|
U
5
UBS
Zurich,
Switzerland
| $246K | +$247K | +9,990 | New |
|
|
BCI
6
Brinker Capital Investments
Berwyn,
Pennsylvania
| $165K | +$166K | +6,690 | New |
|
7
Bank of America
Charlotte,
North Carolina
| $37K | +$13.6K | +548 | +57% |
|
8
Morgan Stanley
New York
| $5K | +$4.93K | +199 | New |
|
|
BRWA
9
B. Riley Wealth Advisors
Boca Raton,
Florida
| $4.3K | +$4.33K | +175 | New |
|
USDU Hedge Fund Activity: Q2 2014 in Review
9 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q2 2014, worth a combined $39.9M — up 22% from $32.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new USDU positions and 0 closed out — a net gain of 7 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $4.76M.
- 9 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q2 2014, up from 2 in Q1 2014.
- Funds reported $39.9M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q2 2014, up 22% quarter-over-quarter.
- 7 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q2 2014 and 0 closed out, a net change of +7 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q2 2014 was HighTower Advisors, an estimated $4.76M added.
Based on aggregated 13F filings for Q2 2014.