WisdomTree Bloomberg US Dollar Bullish Fund
USDU
38 hedge funds and large institutions have $137M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
22% more capital invested
Capital invested by funds: $112M → $137M (+$24.8M)
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
15.19% more ownership
Funds ownership: 52.86% → 68.05% (+15%)
0% more funds holding
Funds holding: 38 → 38 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$44.8M |
| 2 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$5.64M |
| 3 |
AssetMark Inc
Concord,
California
|
+$1.84M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.13M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$557K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$31.7M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$8.79M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$1.48M |
| 4 |
Morgan Stanley
New York
|
-$808K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$410K |
USDU Hedge Fund Activity: Q4 2016 in Review
38 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q4 2016, worth a combined $137M — up 22% from $112M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new USDU positions and 6 closed out — a net gain of 2 holders — while 12 added to existing stakes and 10 trimmed.
The largest buyer was Pinnacle Advisory Group, opening a new position worth an estimated $44.8M. The largest seller was Bank of America, cutting an estimated $31.7M.
- 38 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $137M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q4 2016, up 22% quarter-over-quarter.
- 8 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q4 2016 and 6 closed out, a net change of +2 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q4 2016 was Pinnacle Advisory Group, an estimated $44.8M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q4 2016 was Bank of America, an estimated $31.7M sold.
Based on aggregated 13F filings for Q4 2016.