WisdomTree Bloomberg US Dollar Bullish Fund
USDU
38 hedge funds and large institutions have $112M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
9% more funds holding
Funds holding: 35 → 38 (+3)
31% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 16
39% less capital invested
Capital invested by funds: $183M → $112M (-$70.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
+$1.48M |
| 2 |
CB
Community Bank
Dewitt,
New York
|
+$394K |
| 3 |
NA
Nottingham Advisors
Amherst,
New York
|
+$350K |
| 4 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$335K |
| 5 |
Jane Street
New York
|
+$319K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$43.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$22.9M |
| 3 |
Morgan Stanley
New York
|
-$2.14M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.24M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.22M |
USDU Hedge Fund Activity: Q3 2016 in Review
38 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q3 2016, worth a combined $112M — down 39% from $183M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new USDU positions and 1 closed out — a net gain of 3 holders — while 11 added to existing stakes and 16 trimmed.
The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $1.48M. The largest seller was Pinnacle Advisory Group, exiting entirely with an estimated $43.2M sold.
- 38 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q3 2016, up from 35 in Q2 2016.
- Funds reported $112M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q3 2016, down 39% quarter-over-quarter.
- 4 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q3 2016 and 1 closed out, a net change of +3 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q3 2016 was Virtu KCG Holdings, an estimated $1.48M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q3 2016 was Pinnacle Advisory Group, an estimated $43.2M sold.
Based on aggregated 13F filings for Q3 2016.