WisdomTree Managed Futures Strategy Fund
WTMF
27 hedge funds and large institutions have $118M invested in WisdomTree Managed Futures Strategy Fund in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 2 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 4
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
15% more capital invested
Capital invested by funds: $102M → $118M (+$15.6M)
13% more funds holding
Funds holding: 24 → 27 (+3)
1.54% more ownership
Funds ownership: 64.35% → 65.89% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Euclid Advisors
Hartford,
Connecticut
|
+$3.6M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.59M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.52M |
| 4 |
MFP
Mosaic Financial Partners
San Francisco,
California
|
+$1.38M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WFG Advisors
Dallas,
Texas
|
-$546K |
| 2 |
SG Americas Securities
New York
|
-$489K |
| 3 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$192K |
| 4 |
Axa
Paris,
France
|
-$88.1K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$42.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $3K | – | – | – |
|
|
GI
27
Gradient Investments
Arden Hills,
Minnesota
| $2K | – | – | – |
|
|
28
SG Americas Securities
New York
| – | -$489K | -11,706 | Closed |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$21K | -500 | Closed |
|
WTMF Hedge Fund Activity: Q3 2014 in Review
27 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q3 2014, worth a combined $118M — up 15% from $102M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WTMF positions and 2 closed out — a net gain of 3 holders — while 14 added to existing stakes and 4 trimmed.
The largest buyer was Euclid Advisors, adding an estimated $3.6M. The largest seller was WFG Advisors, cutting an estimated $546K.
- 27 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q3 2014, up from 24 in Q2 2014.
- Funds reported $118M of WisdomTree Managed Futures Strategy Fund stock for Q3 2014, up 15% quarter-over-quarter.
- 5 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q3 2014 and 2 closed out, a net change of +3 holders.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q3 2014 was Euclid Advisors, an estimated $3.6M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q3 2014 was WFG Advisors, an estimated $546K sold.
Based on aggregated 13F filings for Q3 2014.