WisdomTree Managed Futures Strategy Fund
WTMF
35 hedge funds and large institutions have $103M invested in WisdomTree Managed Futures Strategy Fund in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
17% more funds holding
Funds holding: 30 → 35 (+5)
8% more capital invested
Capital invested by funds: $95.5M → $103M (+$7.37M)
3.06% more ownership
Funds ownership: 65.81% → 68.87% (+3.1%)
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.07M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.02M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.07M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$1.03M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$788K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.12M |
| 2 |
EA
Euclid Advisors
Hartford,
Connecticut
|
-$1.07M |
| 3 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$757K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$524K |
| 5 |
Comerica Bank
Dallas,
Texas
|
-$523K |
WTMF Hedge Fund Activity: Q4 2013 in Review
35 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q4 2013, worth a combined $103M — up 7.7% from $95.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new WTMF positions and 3 closed out — a net gain of 5 holders — while 13 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.07M. The largest seller was Brinker Capital Investments, cutting an estimated $1.12M.
- 35 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q4 2013, up from 30 in Q3 2013.
- Funds reported $103M of WisdomTree Managed Futures Strategy Fund stock for Q4 2013, up 7.7% quarter-over-quarter.
- 8 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q4 2013 and 3 closed out, a net change of +5 holders.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q4 2013 was Morgan Stanley, an estimated $5.07M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q4 2013 was Brinker Capital Investments, an estimated $1.12M sold.
Based on aggregated 13F filings for Q4 2013.