WisdomTree Managed Futures Strategy Fund
WTMF
47 hedge funds and large institutions have $116M invested in WisdomTree Managed Futures Strategy Fund in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 5 closing their positions.
90% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 10
5% more capital invested
Capital invested by funds: $111M → $116M (+$5.73M)
2.64% more ownership
Funds ownership: 65.74% → 68.38% (+2.6%)
2% less funds holding
Funds holding: 48 → 47 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.13M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.21M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.82M |
| 4 |
VF
Virtu Financial
New York
|
+$1.53M |
| 5 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.41M |
| 2 |
KSA
Ken Stern & Associates
San Diego,
California
|
-$459K |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$278K |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$217K |
| 5 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$117K |
WTMF Hedge Fund Activity: Q1 2018 in Review
47 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q1 2018, worth a combined $116M — up 5.2% from $111M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of WTMF and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 19 added.
The largest buyer was Wells Fargo, adding an estimated $4.13M. The largest seller was Morgan Stanley, cutting an estimated $6.41M.
- 47 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q1 2018, down from 48 in Q4 2017.
- Funds reported $116M of WisdomTree Managed Futures Strategy Fund stock for Q1 2018, up 5.2% quarter-over-quarter.
- 4 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q1 2018 and 5 closed out, a net change of -1 holder.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q1 2018 was Wells Fargo, an estimated $4.13M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q1 2018 was Morgan Stanley, an estimated $6.41M sold.
Based on aggregated 13F filings for Q1 2018.