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)
2.81% less ownership
Funds ownership: 77.31% → 74.5% (-2.8%)
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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SMA
1
Simply Money Advisors
Cincinnati,
Ohio
| $35.1M | +$183K | +7,290 | +0.5% |
|
|
2
HighTower Advisors
Chicago,
Illinois
| $5.2M | +$183K | +7,273 | +4% |
|
|
CFS
3
Community Financial System
Dewitt,
New York
| $1.63M | – | – | – |
|
|
4
Bank of America
Charlotte,
North Carolina
| $845K | +$775K | +30,867 | +2,046% |
|
|
BCI
5
Brinker Capital Investments
Berwyn,
Pennsylvania
| $5K | -$164K | -6,511 | -97% |
|
|
6
Jane Street
New York
| – | -$320K | -13,030 | Closed |
|
|
U
7
UBS
Zurich,
Switzerland
| – | -$246K | -9,990 | Closed |
|
|
8
Morgan Stanley
New York
| – | -$5K | -199 | Closed |
|
|
BRWA
9
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$4.3K | -175 | Closed |
|
USDU Hedge Fund Activity: Q3 2014 in Review
5 of the 3,448 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.