WisdomTree
204 hedge funds and large institutions have $1.24B invested in WisdomTree in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 23 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 63
4% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 23
3% less capital invested
Capital invested by funds: $1.29B → $1.24B (-$43.1M)
2% less funds holding
Funds holding: 208 → 204 (-4)
3.29% less ownership
Funds ownership: 92.69% → 89.4% (-3.3%)
17% less call options, than puts
Call options by funds: $17M | Put options by funds: $20.6M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
+$10.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$7.29M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.29M |
| 4 |
BlackRock
New York
|
+$3.91M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$3.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$27.1M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$18.5M |
| 3 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$14.2M |
| 4 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$10.2M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
-$6.87M |
WT Hedge Fund Activity: Q3 2017 in Review
204 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q3 2017, worth a combined $1.24B — down 3.3% from $1.29B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new WT positions and 23 closed out — a net gain of 1 holder — while 83 added to existing stakes and 63 trimmed.
The largest buyer was Fred Alger Management, adding an estimated $10.7M. The largest seller was Millennium Management, cutting an estimated $27.1M.
- 204 institutional investors held WisdomTree (WT) as of Q3 2017, down from 208 in Q2 2017.
- Funds reported $1.24B of WisdomTree stock for Q3 2017, down 3.3% quarter-over-quarter.
- 24 funds opened new WisdomTree positions in Q3 2017 and 23 closed out, a net change of +1 holder.
- The largest WisdomTree buyer in Q3 2017 was Fred Alger Management, an estimated $10.7M added.
- The largest WisdomTree seller in Q3 2017 was Millennium Management, an estimated $27.1M sold.
Based on aggregated 13F filings for Q3 2017.