WisdomTree Bloomberg US Dollar Bullish Fund
USDU
35 hedge funds and large institutions have $102M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 7 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
1.29% more ownership
Funds ownership: 71.63% → 72.92% (+1.3%)
8% less funds holding
Funds holding: 38 → 35 (-3)
8% less capital invested
Capital invested by funds: $111M → $102M (-$9.23M)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.88M |
| 2 |
CHA
Cedar Hill Associates
Chicago,
Illinois
|
+$2.42M |
| 3 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$854K |
| 4 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
+$756K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$619K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Nottingham Advisors
Amherst,
New York
|
-$3.82M |
| 2 |
Morgan Stanley
New York
|
-$3.24M |
| 3 |
Jane Street
New York
|
-$2.82M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.76M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1.49M |
USDU Hedge Fund Activity: Q3 2017 in Review
35 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q3 2017, worth a combined $102M — down 8.3% from $111M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of USDU and 4 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 13 added.
The largest buyer was UBS Group, adding an estimated $2.88M. The largest seller was Nottingham Advisors, cutting an estimated $3.82M.
- 35 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q3 2017, down from 38 in Q2 2017.
- Funds reported $102M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q3 2017, down 8.3% quarter-over-quarter.
- 4 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q3 2017 and 7 closed out, a net change of -3 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q3 2017 was UBS Group, an estimated $2.88M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q3 2017 was Nottingham Advisors, an estimated $3.82M sold.
Based on aggregated 13F filings for Q3 2017.