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WisdomTree Bloomberg US Dollar Bullish Fund

14 hedge funds and large institutions have $249M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

482% more capital invested

Capital invested by funds: $42.8M → $249M (+$206M)

180% more funds holding

Funds holding: 514 (+9)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.88% more ownership

Funds ownership: 74.5%75.38% (+0.88%)

Holders
14
Holders Change
+9
Holders Change %
+180%
% of All Funds
0.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
10
Increased
3
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$84.8M +$82.3M +3,101,762 +9,580%
BFA
2
Beaumont Financial Advisors
Massachusetts
$66.9M +$65.6M +2,470,318 New
AssetMark Inc
3
AssetMark Inc
California
$39.6M +$38.8M +1,461,644 New
SMA
4
Simply Money Advisors
Ohio
$36.6M +$203K +7,650 +0.6%
NA
5
Nottingham Advisors
New York
$9.87M +$9.7M +365,330 New
HighTower Advisors
6
HighTower Advisors
Illinois
$5.48M +$75.9K +2,861 +1%
Morgan Stanley
7
Morgan Stanley
New York
$2.49M +$2.44M +91,846 New
CB
8
Community Bank
New York
$1.96M +$1.92M +72,275 New
UBS Group
9
UBS Group
Switzerland
$903K +$885K +33,359 New
WS
10
Wedbush Securities
California
$213K +$209K +7,885 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$103K +$101K +3,787 New
AIG
12
American International Group
New York
$15.3K +$15K +565 New
BCI
13
Brinker Capital Investments
Pennsylvania
$5K
Parallax Volatility Advisers
14
Parallax Volatility Advisers
California
+$27 +1 New

USDU Hedge Fund Activity: Q4 2014 in Review

14 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q4 2014, worth a combined $249M — up 482% from $42.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new USDU positions and 0 closed out — a net gain of 10 holders — while 3 added to existing stakes and 0 trimmed.

The largest buyer was Bank of America, adding an estimated $82.3M.

  • 14 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q4 2014, up from 5 in Q3 2014.
  • Funds reported $249M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q4 2014, up 482% quarter-over-quarter.
  • 10 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q4 2014 and 0 closed out, a net change of +10 holders.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q4 2014 was Bank of America, an estimated $82.3M added.

Based on aggregated 13F filings for Q4 2014.