WisdomTree
199 hedge funds and large institutions have $2.35B invested in WisdomTree in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 78 reducing their positions, and 25 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
40% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 25
38% more capital invested
Capital invested by funds: $1.7B → $2.35B (+$653M)
4% more funds holding
Funds holding: 192 → 199 (+7)
18% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 78
77% less call options, than puts
Call options by funds: $26.6M | Put options by funds: $116M
Top Buyers
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$36.2M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$30.5M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$23.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$12.1M |
| 5 |
RA
Royce & Associates
New York
|
+$11.7M |
Top Sellers
WT Hedge Fund Activity: Q1 2015 in Review
199 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q1 2015, worth a combined $2.35B — up 38% from $1.7B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new WT positions and 25 closed out — a net gain of 10 holders — while 64 added to existing stakes and 78 trimmed.
The largest buyer was Jackson Square Partners, adding an estimated $36.2M. The largest seller was Calamos Advisors, cutting an estimated $25.6M.
- 199 institutional investors held WisdomTree (WT) as of Q1 2015, up from 192 in Q4 2014.
- Funds reported $2.35B of WisdomTree stock for Q1 2015, up 38% quarter-over-quarter.
- 35 funds opened new WisdomTree positions in Q1 2015 and 25 closed out, a net change of +10 holders.
- The largest WisdomTree buyer in Q1 2015 was Jackson Square Partners, an estimated $36.2M added.
- The largest WisdomTree seller in Q1 2015 was Calamos Advisors, an estimated $25.6M sold.
Based on aggregated 13F filings for Q1 2015.