WisdomTree Managed Futures Strategy Fund
WTMF
42 hedge funds and large institutions have $137M invested in WisdomTree Managed Futures Strategy Fund in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 9 closing their positions.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
20% more capital invested
Capital invested by funds: $115M → $137M (+$22.4M)
8% more funds holding
Funds holding: 39 → 42 (+3)
5.23% more ownership
Funds ownership: 61.98% → 67.21% (+5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Telemus Capital
Southfield,
Michigan
|
+$5.53M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.34M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.3M |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$3.52M |
| 5 |
Betterment LLC
New York
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.44M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.03M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.01M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$402K |
| 5 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$346K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Mariner
Overland Park,
Kansas
| – | -$3K | -71 | Closed |
|
WTMF Hedge Fund Activity: Q4 2016 in Review
42 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q4 2016, worth a combined $137M — up 20% from $115M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new WTMF positions and 9 closed out — a net gain of 4 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was Telemus Capital, opening a new position worth an estimated $5.53M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.44M.
- 42 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q4 2016, up from 39 in Q3 2016.
- Funds reported $137M of WisdomTree Managed Futures Strategy Fund stock for Q4 2016, up 20% quarter-over-quarter.
- 13 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q4 2016 and 9 closed out, a net change of +4 holders.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q4 2016 was Telemus Capital, an estimated $5.53M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q4 2016 was Commonwealth Equity Services, an estimated $3.44M sold.
Based on aggregated 13F filings for Q4 2016.