WisdomTree Bloomberg US Dollar Bullish Fund
USDU
53 hedge funds and large institutions have $107M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 13 closing their positions.
644% more call options, than puts
Call options by funds: $3.86M | Put options by funds: $519K
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
15% more funds holding
Funds holding: 46 → 53 (+7)
11.49% less ownership
Funds ownership: 71.07% → 59.59% (-11%)
24% less capital invested
Capital invested by funds: $140M → $107M (-$33.4M)
44% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 18
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$20.1M |
| 2 |
AssetMark Inc
Concord,
California
|
+$4.92M |
| 3 |
BCM
Beaumont Capital Management
Boston,
Massachusetts
|
+$2.82M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.07M |
| 5 |
HF
HRT Financial
New York
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$20.7M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$14.4M |
| 3 |
Morgan Stanley
New York
|
-$6.79M |
| 4 |
JP Morgan Chase
New York
|
-$3.1M |
| 5 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$1.69M |
USDU Hedge Fund Activity: Q4 2023 in Review
53 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q4 2023, worth a combined $107M — down 24% from $140M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new USDU positions and 13 closed out — a net gain of 7 holders — while 10 added to existing stakes and 18 trimmed.
The largest buyer was Jane Street, adding an estimated $20.1M. The largest seller was HighTower Advisors, cutting an estimated $20.7M.
- 53 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q4 2023, up from 46 in Q3 2023.
- Funds reported $107M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q4 2023, down 24% quarter-over-quarter.
- 20 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q4 2023 and 13 closed out, a net change of +7 holders.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q4 2023 was Jane Street, an estimated $20.1M added.
- The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q4 2023 was HighTower Advisors, an estimated $20.7M sold.
Based on aggregated 13F filings for Q4 2023.