WisdomTree
192 hedge funds and large institutions have $1.7B invested in WisdomTree in 2014 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 50 increasing their positions, 85 reducing their positions, and 29 closing their positions.
34% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 29
23% more capital invested
Capital invested by funds: $1.38B → $1.7B (+$323M)
3% more funds holding
Funds holding: 186 → 192 (+6)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
25% less call options, than puts
Call options by funds: $13.3M | Put options by funds: $17.8M
41% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 85
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
RS Investment Management
San Francisco,
California
|
+$37.5M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$23.9M |
| 3 |
FAM
Fred Alger Management
New York
|
+$20.2M |
| 4 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
+$15.4M |
| 5 |
RA
Royce & Associates
New York
|
+$14.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$85.2M |
| 2 |
Calamos Advisors
Naperville,
Illinois
|
-$37.9M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
-$21.6M |
| 4 |
Millennium Management
New York
|
-$18.3M |
| 5 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$17.1M |
WT Hedge Fund Activity: Q4 2014 in Review
192 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q4 2014, worth a combined $1.7B — up 23% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new WT positions and 29 closed out — a net gain of 10 holders — while 50 added to existing stakes and 85 trimmed.
The largest buyer was RS Investment Management, adding an estimated $37.5M. The largest seller was Wellington Management Group, cutting an estimated $85.2M.
- 192 institutional investors held WisdomTree (WT) as of Q4 2014, up from 186 in Q3 2014.
- Funds reported $1.7B of WisdomTree stock for Q4 2014, up 23% quarter-over-quarter.
- 39 funds opened new WisdomTree positions in Q4 2014 and 29 closed out, a net change of +10 holders.
- The largest WisdomTree buyer in Q4 2014 was RS Investment Management, an estimated $37.5M added.
- The largest WisdomTree seller in Q4 2014 was Wellington Management Group, an estimated $85.2M sold.
Based on aggregated 13F filings for Q4 2014.