WisdomTree Bloomberg US Dollar Bullish Fund
USDU
5 hedge funds and large institutions have $42.8M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2014 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
7% more capital invested
Capital invested by funds: $39.9M → $42.8M (+$2.84M)
44% less funds holding
Funds holding: 9 → 5 (-4)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$775K |
| 2 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
+$183K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$183K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$320K |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$246K |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$164K |
| 4 |
Morgan Stanley
New York
|
-$5K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$4.3K |
USDU Hedge Fund Activity: Q3 2014 in Review
5 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q3 2014, worth a combined $42.8M — up 7.1% from $39.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of USDU and 0 opened new positions — a net loss of 4 holders — while 1 trimmed existing stakes and 3 added.
The largest buyer was Bank of America, adding an estimated $775K. The largest seller was Jane Street, exiting entirely with an estimated $320K sold.
- 5 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q3 2014, down from 9 in Q2 2014.
- Funds reported $42.8M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q3 2014, up 7.1% quarter-over-quarter.
- 0 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q3 2014 and 4 closed out, a net change of -4 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q3 2014 was Bank of America, an estimated $775K added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q3 2014 was Jane Street, an estimated $320K sold.
Based on aggregated 13F filings for Q3 2014.