WisdomTree Bloomberg US Dollar Bullish Fund
USDU
32 hedge funds and large institutions have $173M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 6 closing their positions.
0% more funds holding
Funds holding: 32 → 32 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
11.71% less ownership
Funds ownership: 83.52% → 71.82% (-12%)
41% less capital invested
Capital invested by funds: $294M → $173M (-$121M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$5.46M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.6M |
| 3 |
Jane Street
New York
|
+$1.6M |
| 4 |
LPL Financial
San Diego,
California
|
+$779K |
| 5 |
FSA
Financial Sense Advisors
San Diego,
California
|
+$526K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$88.2M |
| 2 |
NA
Nottingham Advisors
Amherst,
New York
|
-$7.7M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$6.66M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$5.55M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.79M |
USDU Hedge Fund Activity: Q4 2015 in Review
32 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q4 2015, worth a combined $173M — down 41% from $294M a quarter earlier.
Fund positioning in USDU was balanced in Q4 2015: 6 funds opened new positions, 6 closed out, 11 added to existing stakes and 12 trimmed.
The largest buyer was Pinnacle Advisory Group, adding an estimated $5.46M. The largest seller was Bank of America, cutting an estimated $88.2M.
- 32 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $173M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q4 2015, down 41% quarter-over-quarter.
- 6 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q4 2015 and 6 closed out, a net change of 0 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q4 2015 was Pinnacle Advisory Group, an estimated $5.46M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q4 2015 was Bank of America, an estimated $88.2M sold.
Based on aggregated 13F filings for Q4 2015.