WisdomTree Bloomberg US Dollar Bullish Fund
USDU
35 hedge funds and large institutions have $183M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 6 closing their positions.
18.6% more ownership
Funds ownership: 63.14% → 81.73% (+19%)
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
3% more funds holding
Funds holding: 34 → 35 (+1)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
5% less capital invested
Capital invested by funds: $193M → $183M (-$10M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$25.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$14.4M |
| 3 |
AIM
Astor Investment Management
Chicago,
Illinois
|
+$11.7M |
| 4 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$8.71M |
| 5 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$8.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$64.5M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$10.5M |
| 3 |
CWM
Confluence Wealth Management
Portland,
Oregon
|
-$5.5M |
| 4 |
Jane Street
New York
|
-$2.42M |
| 5 |
LPL Financial
San Diego,
California
|
-$970K |
USDU Hedge Fund Activity: Q2 2016 in Review
35 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q2 2016, worth a combined $183M — down 5.2% from $193M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new USDU positions and 6 closed out — a net gain of 1 holder — while 11 added to existing stakes and 12 trimmed.
The largest buyer was Bank of America, adding an estimated $25.6M. The largest seller was AssetMark Inc, cutting an estimated $64.5M.
- 35 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q2 2016, up from 34 in Q1 2016.
- Funds reported $183M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q2 2016, down 5.2% quarter-over-quarter.
- 7 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q2 2016 and 6 closed out, a net change of +1 holder.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q2 2016 was Bank of America, an estimated $25.6M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q2 2016 was AssetMark Inc, an estimated $64.5M sold.
Based on aggregated 13F filings for Q2 2016.