WisdomTree Managed Futures Strategy Fund
WTMF
35 hedge funds and large institutions have $148M invested in WisdomTree Managed Futures Strategy Fund in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 9 closing their positions.
114% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 7
5% more capital invested
Capital invested by funds: $142M → $148M (+$6.51M)
0.45% more ownership
Funds ownership: 65.14% → 65.59% (+0.45%)
5% less funds holding
Funds holding: 37 → 35 (-2)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Comerica Bank
Dallas,
Texas
|
+$10.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.62M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.42M |
| 4 |
PSI
Pinnacle Summer Investments
Fairfax,
Virginia
|
+$1.92M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.92M |
| 2 |
EA
Euclid Advisors
Hartford,
Connecticut
|
-$1.6M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$579K |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
-$348K |
| 5 |
MFP
Mosaic Financial Partners
San Francisco,
California
|
-$269K |
WTMF Hedge Fund Activity: Q2 2015 in Review
35 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q2 2015, worth a combined $148M — up 4.6% from $142M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of WTMF and 7 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 15 added.
The largest buyer was Comerica Bank, adding an estimated $10.3M. The largest seller was Morgan Stanley, cutting an estimated $4.92M.
- 35 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q2 2015, down from 37 in Q1 2015.
- Funds reported $148M of WisdomTree Managed Futures Strategy Fund stock for Q2 2015, up 4.6% quarter-over-quarter.
- 7 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q2 2015 and 9 closed out, a net change of -2 holders.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q2 2015 was Comerica Bank, an estimated $10.3M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q2 2015 was Morgan Stanley, an estimated $4.92M sold.
Based on aggregated 13F filings for Q2 2015.