WisdomTree
188 hedge funds and large institutions have $1.37B invested in WisdomTree in 2014 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 56 reducing their positions, and 41 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
32% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 56
5% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 41
1% less funds holding
Funds holding: 190 → 188 (-2)
8% less capital invested
Capital invested by funds: $1.49B → $1.37B (-$121M)
87% less call options, than puts
Call options by funds: $8.06M | Put options by funds: $64.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$27.1M |
| 2 |
Calamos Advisors
Naperville,
Illinois
|
+$22.6M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$20.3M |
| 4 |
Morgan Stanley
New York
|
+$19.5M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$17.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Conatus Capital Management
Greenwich,
Connecticut
|
-$61.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$41.1M |
| 3 |
RIM
RS Investment Management
San Francisco,
California
|
-$33.8M |
| 4 |
ACM
Apex Capital Management
Dayton,
Ohio
|
-$18.1M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$14.1M |
WT Hedge Fund Activity: Q2 2014 in Review
188 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q2 2014, worth a combined $1.37B — down 8.1% from $1.49B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of WT and 39 opened new positions — a net loss of 2 holders — while 56 trimmed existing stakes and 74 added.
The largest buyer was Putnam Investments, adding an estimated $27.1M. The largest seller was Conatus Capital Management, exiting entirely with an estimated $61.8M sold.
- 188 institutional investors held WisdomTree (WT) as of Q2 2014, down from 190 in Q1 2014.
- Funds reported $1.37B of WisdomTree stock for Q2 2014, down 8.1% quarter-over-quarter.
- 39 funds opened new WisdomTree positions in Q2 2014 and 41 closed out, a net change of -2 holders.
- The largest WisdomTree buyer in Q2 2014 was Putnam Investments, an estimated $27.1M added.
- The largest WisdomTree seller in Q2 2014 was Conatus Capital Management, an estimated $61.8M sold.
Based on aggregated 13F filings for Q2 2014.