WisdomTree
211 hedge funds and large institutions have $1.34B invested in WisdomTree in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 91 increasing their positions, 63 reducing their positions, and 35 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 63
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $1.39B → $1.34B (-$50.1M)
3% less funds holding
Funds holding: 218 → 211 (-7)
14% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 35
71% less call options, than puts
Call options by funds: $5.3M | Put options by funds: $18.4M
Top Buyers
| 1 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$23.5M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$17.2M |
| 3 |
Capital Fund Management (CFM)
Paris,
France
|
+$7.63M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.3M |
| 5 |
Morgan Stanley
New York
|
+$6.13M |
Top Sellers
WT Hedge Fund Activity: Q3 2016 in Review
211 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q3 2016, worth a combined $1.34B — down 3.6% from $1.39B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of WT and 30 opened new positions — a net loss of 5 holders — while 63 trimmed existing stakes and 91 added.
The largest buyer was Hodges Capital Management, adding an estimated $23.5M. The largest seller was Macquarie Group, cutting an estimated $44.6M.
- 211 institutional investors held WisdomTree (WT) as of Q3 2016, down from 218 in Q2 2016.
- Funds reported $1.34B of WisdomTree stock for Q3 2016, down 3.6% quarter-over-quarter.
- 30 funds opened new WisdomTree positions in Q3 2016 and 35 closed out, a net change of -5 holders.
- The largest WisdomTree buyer in Q3 2016 was Hodges Capital Management, an estimated $23.5M added.
- The largest WisdomTree seller in Q3 2016 was Macquarie Group, an estimated $44.6M sold.
Based on aggregated 13F filings for Q3 2016.