WisdomTree Managed Futures Strategy Fund
WTMF
30 hedge funds and large institutions have $95.5M invested in WisdomTree Managed Futures Strategy Fund in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
11% more capital invested
Capital invested by funds: $85.8M → $95.5M (+$9.7M)
11% more funds holding
Funds holding: 27 → 30 (+3)
0.3% less ownership
Funds ownership: 66.11% → 65.81% (-0.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Comerica Bank
Dallas,
Texas
|
+$5.67M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$3.11M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.69M |
| 4 |
WA
WFG Advisors
Dallas,
Texas
|
+$1.41M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.62M |
| 2 |
Morgan Stanley
New York
|
-$1.21M |
| 3 |
EA
Euclid Advisors
Hartford,
Connecticut
|
-$993K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$978K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$432K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFA
26
Transamerica Financial Advisors
St. Petersburg,
Florida
| $90K | +$90.4K | +2,150 | New |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $74K | +$74.7K | +1,776 | New |
|
28
Creative Planning
Overland Park,
Kansas
| $36K | +$36.8K | +875 | New |
|
|
CEMP
29
Compass Efficient Model Portfolios
Brentwood,
Tennessee
| $7K | – | – | – |
|
|
GI
30
Gradient Investments
Arden Hills,
Minnesota
| $4K | -$432K | -10,261 | -99% |
|
|
31
HighTower Advisors
Chicago,
Illinois
| – | -$978K | -23,361 | Closed |
|
|
HSA
32
HBK Sorce Advisory
Erie,
Pennsylvania
| – | -$430K | -10,270 | Closed |
|
|
MFS
33
MSI Financial Services
Springfield,
Massachusetts
| – | -$72K | -1,728 | Closed |
|
34
Citigroup
New York
| – | -$61K | -1,451 | Closed |
|
35
Envestnet Asset Management
Chicago,
Illinois
| – | -$26K | -628 | Closed |
|
36
Nomura Holdings
Tokyo,
Japan
| – | -$4K | -100 | Closed |
|
WTMF Hedge Fund Activity: Q3 2013 in Review
30 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q3 2013, worth a combined $95.5M — up 11% from $85.8M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WTMF positions and 6 closed out — a net gain of 4 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Comerica Bank, opening a new position worth an estimated $5.67M. The largest seller was Bank of America, cutting an estimated $2.62M.
- 30 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q3 2013, up from 27 in Q2 2013.
- Funds reported $95.5M of WisdomTree Managed Futures Strategy Fund stock for Q3 2013, up 11% quarter-over-quarter.
- 10 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q3 2013 and 6 closed out, a net change of +4 holders.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q3 2013 was Comerica Bank, an estimated $5.67M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q3 2013 was Bank of America, an estimated $2.62M sold.
Based on aggregated 13F filings for Q3 2013.