WisdomTree
154 hedge funds and large institutions have $1.07B invested in WisdomTree in 2013 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 55 reducing their positions, and 28 closing their positions.
232% more call options, than puts
Call options by funds: $3.23M | Put options by funds: $973K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
4% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 55
4% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 28
0% more capital invested
Capital invested by funds: $1.06B → $1.07B (+$4.63M)
0% more funds holding
Funds holding: 154 → 154 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$23.8M |
| 2 |
Calamos Advisors
Naperville,
Illinois
|
+$20M |
| 3 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
+$13.1M |
| 4 |
RIM
RS Investment Management
San Francisco,
California
|
+$12.7M |
| 5 |
ClearBridge Investments
New York
|
+$7.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Cupps Capital Management
Chicago,
Illinois
|
-$22.2M |
| 2 |
FAM
Fred Alger Management
New York
|
-$21.7M |
| 3 |
RIM
Rainier Investment Management
Seattle,
Washington
|
-$18.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$14.7M |
| 5 |
RA
Royce & Associates
New York
|
-$14.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
LPL Financial
San Diego,
California
| – | -$136K | -11,757 | Closed |
|
177
Tudor Investment Corp
Stamford,
Connecticut
| – | -$121K | -10,500 | Closed |
|
178
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$24K | -2,094 | Closed |
|
|
CW
179
Cobiz Wealth
Denver,
Colorado
| – | -$4K | -375 | Closed |
|
180
Creative Planning
Overland Park,
Kansas
| – | -$2K | -200 | Closed |
|
|
GI
181
Gradient Investments
Arden Hills,
Minnesota
| – | -$2K | -167 | Closed |
|
|
WA
182
WFG Advisors
Dallas,
Texas
| – | -$1K | -74 | Closed |
|
WT Hedge Fund Activity: Q3 2013 in Review
154 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q3 2013, worth a combined $1.07B — up 0.44% from $1.06B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new WT positions and 28 closed out — a net gain of 1 holder — while 57 added to existing stakes and 55 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $23.8M. The largest seller was Cupps Capital Management, exiting entirely with an estimated $22.2M sold.
- 154 institutional investors held WisdomTree (WT) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $1.07B of WisdomTree stock for Q3 2013, up 0.44% quarter-over-quarter.
- 29 funds opened new WisdomTree positions in Q3 2013 and 28 closed out, a net change of +1 holder.
- The largest WisdomTree buyer in Q3 2013 was Wellington Management Group, an estimated $23.8M added.
- The largest WisdomTree seller in Q3 2013 was Cupps Capital Management, an estimated $22.2M sold.
Based on aggregated 13F filings for Q3 2013.