WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
USFR was delisted on the 15th of November, 2016.
136 hedge funds and large institutions have $1.1B invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 10 closing their positions.
160% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 10
36% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 42
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
13% more capital invested
Capital invested by funds: $969M → $1.1B (+$129M)
10% more funds holding
Funds holding: 124 → 136 (+12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
+$27.4M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$23.5M |
| 3 |
Bank of New York Mellon
New York
|
+$15.8M |
| 4 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
+$9.64M |
| 5 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$8.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
CWH Capital Management
Spokane,
Washington
|
-$19M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$13M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$4.34M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.16M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$4M |
USFR Hedge Fund Activity: Q4 2019 in Review
136 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) for Q4 2019, worth a combined $1.1B — up 13% from $969M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new USFR positions and 10 closed out — a net gain of 16 holders — while 57 added to existing stakes and 42 trimmed.
The largest buyer was Janney Capital Management, opening a new position worth an estimated $27.4M. The largest seller was CWH Capital Management, cutting an estimated $19M.
- 136 institutional investors held WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) as of Q4 2019, up from 124 in Q3 2019.
- Funds reported $1.1B of WisdomTree Bloomberg Floating Rate Treasury Fund stock for Q4 2019, up 13% quarter-over-quarter.
- 26 funds opened new WisdomTree Bloomberg Floating Rate Treasury Fund positions in Q4 2019 and 10 closed out, a net change of +16 holders.
- The largest WisdomTree Bloomberg Floating Rate Treasury Fund buyer in Q4 2019 was Janney Capital Management, an estimated $27.4M added.
- The largest WisdomTree Bloomberg Floating Rate Treasury Fund seller in Q4 2019 was CWH Capital Management, an estimated $19M sold.
Based on aggregated 13F filings for Q4 2019.