WisdomTree Bloomberg US Dollar Bullish Fund
USDU
27 hedge funds and large institutions have $429M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.
1,300% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 1
93% more funds holding
Funds holding: 14 → 27 (+13)
73% more capital invested
Capital invested by funds: $249M → $429M (+$181M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
21.18% more ownership
Funds ownership: 75.38% → 96.56% (+21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$102M |
| 2 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$19.1M |
| 3 |
Morgan Stanley
New York
|
+$6.69M |
| 4 |
LFG
LifePlan Financial Group
Dayton,
Ohio
|
+$5.57M |
| 5 |
NA
Nottingham Advisors
Amherst,
New York
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$40.8M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$35.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$843K |
| 4 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
-$235K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$87.4K |
USDU Hedge Fund Activity: Q1 2015 in Review
27 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q1 2015, worth a combined $429M — up 73% from $249M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new USDU positions and 1 closed out — a net gain of 13 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Bank of America, adding an estimated $102M. The largest seller was AssetMark Inc, cutting an estimated $40.8M.
- 27 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q1 2015, up from 14 in Q4 2014.
- Funds reported $429M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q1 2015, up 73% quarter-over-quarter.
- 14 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q1 2015 and 1 closed out, a net change of +13 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q1 2015 was Bank of America, an estimated $102M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q1 2015 was AssetMark Inc, an estimated $40.8M sold.
Based on aggregated 13F filings for Q1 2015.