WisdomTree Bloomberg US Dollar Bullish Fund
USDU
32 hedge funds and large institutions have $294M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
23% more funds holding
Funds holding: 26 → 32 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less capital invested
Capital invested by funds: $313M → $294M (-$18.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$4.71M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.94M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$1.83M |
| 4 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$1.73M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$37.6M |
| 2 |
Jane Street
New York
|
-$2.08M |
| 3 |
Morgan Stanley
New York
|
-$1.08M |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$778K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$539K |
USDU Hedge Fund Activity: Q3 2015 in Review
32 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q3 2015, worth a combined $294M — down 6% from $313M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new USDU positions and 3 closed out — a net gain of 6 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Clark Capital Management Group, adding an estimated $4.71M. The largest seller was Bank of America, cutting an estimated $37.6M.
- 32 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q3 2015, up from 26 in Q2 2015.
- Funds reported $294M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q3 2015, down 6% quarter-over-quarter.
- 9 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q3 2015 and 3 closed out, a net change of +6 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q3 2015 was Clark Capital Management Group, an estimated $4.71M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q3 2015 was Bank of America, an estimated $37.6M sold.
Based on aggregated 13F filings for Q3 2015.