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WisdomTree Bloomberg US Dollar Bullish Fund

39 hedge funds and large institutions have $68.2M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

11% more funds holding

Funds holding: 3539 (+4)

8.71% less ownership

Funds ownership: 72.92%64.21% (-8.7%)

33% less capital invested

Capital invested by funds: $102M → $68.2M (-$33.5M)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
8
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$15M -$271K -10,384 -2%
AIM
2
Astor Investment Management
Illinois
$11.6M -$19.3K -740 -0.2%
GFPC
3
Global Financial Private Capital
Florida
$10.9M +$286K +10,968 +3%
Morgan Stanley
4
Morgan Stanley
New York
$6.64M -$441K -16,918 -6%
GPW
5
GFS Private Wealth
Florida
$3.77M +$3.79M +145,454 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.06M +$387K +14,847 +14%
AWS
7
AJ Wealth Strategies
New York
$2.08M -$185K -7,104 -8%
VF
8
Virtu Financial
New York
$1.86M +$1.63M +62,363 +666%
Bank of America
9
Bank of America
North Carolina
$1.84M -$3.36M -128,951 -65%
Jane Street
10
Jane Street
New York
$1.65M +$1.66M +63,522 New
AWM
11
AE Wealth Management
Kansas
$1.49M -$27.3K -1,047 -2%
CHA
12
Cedar Hill Associates
Illinois
$1.41M -$1.03M -39,335 -42%
SS
13
Simplicity Solutions
Minnesota
$1.38M +$1.39M +53,281 New
HighTower Advisors
14
HighTower Advisors
Illinois
$1.33M -$408K -15,650 -23%
PAG
15
Pinnacle Advisory Group
Maryland
$786K -$22.6M -866,369 -97%
First Trust Advisors
16
First Trust Advisors
Illinois
$731K +$63.7K +2,444 +9%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$569K +$122K +4,676 +27%
AWM
18
Altavista Wealth Management
North Carolina
$502K +$78.2K +3,000 +18%
IFA
19
Interactive Financial Advisors
Illinois
$391K +$10.8K +414 +3%
FTUS
20
Flow Traders U.S.
New York
$296K +$298K +11,434 New
IA
21
IFG Advisory
Georgia
$222K +$148K +5,659 New
UBS Group
22
UBS Group
Switzerland
$201K -$2.89M -110,795 -93%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$177K
ASN
24
Advisory Services Network
Georgia
$130K -$10.3K -397 -7%
Citigroup
25
Citigroup
New York
$71K

USDU Hedge Fund Activity: Q4 2017 in Review

39 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q4 2017, worth a combined $68.2M — down 33% from $102M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new USDU positions and 6 closed out — a net gain of 4 holders — while 8 added to existing stakes and 15 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.66M. The largest seller was Pinnacle Advisory Group, cutting an estimated $22.6M.

  • 39 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q4 2017, up from 35 in Q3 2017.
  • Funds reported $68.2M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q4 2017, down 33% quarter-over-quarter.
  • 10 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q4 2017 and 6 closed out, a net change of +4 holders.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q4 2017 was Jane Street, an estimated $1.66M added.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q4 2017 was Pinnacle Advisory Group, an estimated $22.6M sold.

Based on aggregated 13F filings for Q4 2017.