WisdomTree
190 hedge funds and large institutions have $1.49B invested in WisdomTree in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 54 reducing their positions, and 32 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 54
9% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 32
0% more funds holding
Funds holding: 190 → 190 (0)
9% less capital invested
Capital invested by funds: $1.65B → $1.49B (-$151M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
80% less call options, than puts
Call options by funds: $5.59M | Put options by funds: $27.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$93M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$48.8M |
| 3 |
Calamos Advisors
Naperville,
Illinois
|
+$45.7M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
+$25.8M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$25.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$39.4M |
| 2 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$17.7M |
| 3 |
FAM
Fred Alger Management
New York
|
-$16.8M |
| 4 |
HK
Horizon Kinetics
New York
|
-$10.9M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$10.6M |
WT Hedge Fund Activity: Q1 2014 in Review
190 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q1 2014, worth a combined $1.49B — down 9.2% from $1.65B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new WT positions and 32 closed out — a net gain of 3 holders — while 83 added to existing stakes and 54 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $93M. The largest seller was Lord, Abbett & Co, cutting an estimated $39.4M.
- 190 institutional investors held WisdomTree (WT) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $1.49B of WisdomTree stock for Q1 2014, down 9.2% quarter-over-quarter.
- 35 funds opened new WisdomTree positions in Q1 2014 and 32 closed out, a net change of +3 holders.
- The largest WisdomTree buyer in Q1 2014 was Morgan Stanley, an estimated $93M added.
- The largest WisdomTree seller in Q1 2014 was Lord, Abbett & Co, an estimated $39.4M sold.
Based on aggregated 13F filings for Q1 2014.