WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
USFR was delisted on the 15th of November, 2016.
124 hedge funds and large institutions have $969M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 20 closing their positions.
5% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 20
1% less funds holding
Funds holding: 125 → 124 (-1)
4% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 48
20% less funds holding in top 10
Funds holding in top 10: 15 → 12 (-3)
50% less capital invested
Capital invested by funds: $1.95B → $969M (-$977M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
+$15.9M |
| 2 |
Morgan Stanley
New York
|
+$11.2M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$6.78M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.94M |
| 5 |
MIG
McGuire Investment Group
Wakefield,
Rhode Island
|
+$5.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$400M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
-$275M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$168M |
| 4 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$96.8M |
| 5 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
-$44M |
USFR Hedge Fund Activity: Q3 2019 in Review
124 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) for Q3 2019, worth a combined $969M — down 50% from $1.95B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new USFR positions and 20 closed out — a net gain of 1 holder — while 46 added to existing stakes and 48 trimmed.
The largest buyer was Uniplan Investment Counsel, opening a new position worth an estimated $15.9M. The largest seller was Bank of America, cutting an estimated $400M.
- 124 institutional investors held WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) as of Q3 2019, down from 125 in Q2 2019.
- Funds reported $969M of WisdomTree Bloomberg Floating Rate Treasury Fund stock for Q3 2019, down 50% quarter-over-quarter.
- 21 funds opened new WisdomTree Bloomberg Floating Rate Treasury Fund positions in Q3 2019 and 20 closed out, a net change of +1 holder.
- The largest WisdomTree Bloomberg Floating Rate Treasury Fund buyer in Q3 2019 was Uniplan Investment Counsel, an estimated $15.9M added.
- The largest WisdomTree Bloomberg Floating Rate Treasury Fund seller in Q3 2019 was Bank of America, an estimated $400M sold.
Based on aggregated 13F filings for Q3 2019.