WisdomTree
248 hedge funds and large institutions have $2.03B invested in WisdomTree in 2015 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 77 reducing their positions, and 33 closing their positions.
39% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 33
39% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 77
5% more funds holding
Funds holding: 236 → 248 (+12)
24% less capital invested
Capital invested by funds: $2.67B → $2.03B (-$641M)
74% less call options, than puts
Call options by funds: $16M | Put options by funds: $62M
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$72.2M |
| 2 |
CC
Cannell & Co
New York
|
+$46M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$42.3M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$34.7M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$28.2M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSS
276
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$35K | -1,600 | Closed |
|
|
AIM
277
Assured Investment Management
New York
| – | -$34K | -1,568 | Closed |
|
278
Acadian Asset Management
Boston,
Massachusetts
| – | -$12K | -555 | Closed |
|
|
HR
279
Howe & Rusling
Rochester,
New York
| – | -$2K | -77 | Closed |
|
|
RCG
280
Ruggie Capital Group
Tavares,
Florida
| – | -$1K | -58 | Closed |
|
281
AssetMark Inc
Concord,
California
| – | +$210 | +10 | New |
|
WT Hedge Fund Activity: Q3 2015 in Review
248 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q3 2015, worth a combined $2.03B — down 24% from $2.67B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new WT positions and 33 closed out — a net gain of 13 holders — while 107 added to existing stakes and 77 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $72.2M. The largest seller was Lord, Abbett & Co, cutting an estimated $70.9M.
- 248 institutional investors held WisdomTree (WT) as of Q3 2015, up from 236 in Q2 2015.
- Funds reported $2.03B of WisdomTree stock for Q3 2015, down 24% quarter-over-quarter.
- 46 funds opened new WisdomTree positions in Q3 2015 and 33 closed out, a net change of +13 holders.
- The largest WisdomTree buyer in Q3 2015 was Wellington Management Group, an estimated $72.2M added.
- The largest WisdomTree seller in Q3 2015 was Lord, Abbett & Co, an estimated $70.9M sold.
Based on aggregated 13F filings for Q3 2015.