WisdomTree
236 hedge funds and large institutions have $2.67B invested in WisdomTree in 2015 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 91 increasing their positions, 58 reducing their positions, and 30 closing their positions.
130% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 30
57% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 58
19% more funds holding
Funds holding: 199 → 236 (+37)
13% more capital invested
Capital invested by funds: $2.35B → $2.67B (+$315M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
87% less call options, than puts
Call options by funds: $41.3M | Put options by funds: $319M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$55.7M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
+$43.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$41.3M |
| 4 |
State Street
Boston,
Massachusetts
|
+$33.6M |
| 5 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$29.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$120M |
| 2 |
Morgan Stanley
New York
|
-$42.5M |
| 3 |
SC
Samlyn Capital
New York
|
-$30.6M |
| 4 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$24.6M |
| 5 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
-$19M |
WT Hedge Fund Activity: Q2 2015 in Review
236 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q2 2015, worth a combined $2.67B — up 13% from $2.35B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new WT positions and 30 closed out — a net gain of 39 holders — while 91 added to existing stakes and 58 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $55.7M. The largest seller was Wellington Management Group, cutting an estimated $120M.
- 236 institutional investors held WisdomTree (WT) as of Q2 2015, up from 199 in Q1 2015.
- Funds reported $2.67B of WisdomTree stock for Q2 2015, up 13% quarter-over-quarter.
- 69 funds opened new WisdomTree positions in Q2 2015 and 30 closed out, a net change of +39 holders.
- The largest WisdomTree buyer in Q2 2015 was BlackRock Fund Advisors, an estimated $55.7M added.
- The largest WisdomTree seller in Q2 2015 was Wellington Management Group, an estimated $120M sold.
Based on aggregated 13F filings for Q2 2015.