WisdomTree Bloomberg US Dollar Bullish Fund
USDU
32 hedge funds and large institutions have $43.4M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 6 closing their positions.
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
0.38% less ownership
Funds ownership: 52.11% → 51.72% (-0.38%)
3% less funds holding
Funds holding: 33 → 32 (-1)
10% less capital invested
Capital invested by funds: $48.1M → $43.4M (-$4.74M)
38% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.15M |
| 2 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
+$1.74M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$525K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$259K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$118K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$8.46M |
| 2 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
-$2.12M |
| 3 |
DY
Dowling & Yahnke
San Diego,
California
|
-$404K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$325K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$324K |
USDU Hedge Fund Activity: Q4 2018 in Review
32 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q4 2018, worth a combined $43.4M — down 9.8% from $48.1M a quarter earlier.
Fund positioning in USDU was balanced in Q4 2018: 6 funds opened new positions, 6 closed out, 8 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.15M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $8.46M sold.
- 32 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q4 2018, down from 33 in Q3 2018.
- Funds reported $43.4M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q4 2018, down 9.8% quarter-over-quarter.
- 6 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q4 2018 and 6 closed out, a net change of 0 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q4 2018 was Morgan Stanley, an estimated $3.15M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q4 2018 was Brookstone Capital Management, an estimated $8.46M sold.
Based on aggregated 13F filings for Q4 2018.