WisdomTree Equity Premium Income Fund
WTPI
10 hedge funds and large institutions have $11.2M invested in WisdomTree Equity Premium Income Fund in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
103% more capital invested
Capital invested by funds: $5.52M → $11.2M (+$5.71M)
67% more funds holding
Funds holding: 6 → 10 (+4)
6.66% more ownership
Funds ownership: 29.05% → 35.71% (+6.7%)
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.57M |
| 2 |
Morgan Stanley
New York
|
+$2.44M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$616K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$496K |
| 5 |
LPL Financial
San Diego,
California
|
+$376K |
Top Sellers
| 1 |
Jane Street
New York
|
-$1.02M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$8.99K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $4.51M | +$2.57M | +93,840 | +132% |
|
|
2
Morgan Stanley
New York
| $2.43M | +$2.44M | +88,998 | New |
|
|
FEG
3
Financial Enhancement Group
Anderson,
Indiana
| $1.43M | +$10.9K | +399 | +0.8% |
|
|
4
LPL Financial
San Diego,
California
| $1.39M | +$376K | +13,722 | +37% |
|
|
5
Citadel Advisors
Miami,
Florida
| $614K | +$616K | +22,482 | New |
|
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $495K | +$496K | +18,102 | New |
|
|
BBPWM
7
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $223K | +$71.2K | +2,600 | +47% |
|
|
MFS
8
MSI Financial Services
Springfield,
Massachusetts
| $96K | +$96.6K | +3,526 | New |
|
9
UBS Group
Zurich,
Switzerland
| $40K | +$40.1K | +1,465 | New |
|
|
LTFS
10
Ladenburg Thalmann Financial Services
Miami,
Florida
| $3K | -$8.99K | -328 | -74% |
|
|
11
Jane Street
New York
| – | -$1.02M | -37,517 | Closed |
|
WTPI Hedge Fund Activity: Q4 2016 in Review
10 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q4 2016, worth a combined $11.2M — up 103% from $5.52M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WTPI positions and 1 closed out — a net gain of 4 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Bank of America, adding an estimated $2.57M. The largest seller was Jane Street, exiting entirely with an estimated $1.02M sold.
- 10 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q4 2016, up from 6 in Q3 2016.
- Funds reported $11.2M of WisdomTree Equity Premium Income Fund stock for Q4 2016, up 103% quarter-over-quarter.
- 5 funds opened new WisdomTree Equity Premium Income Fund positions in Q4 2016 and 1 closed out, a net change of +4 holders.
- The largest WisdomTree Equity Premium Income Fund buyer in Q4 2016 was Bank of America, an estimated $2.57M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q4 2016 was Jane Street, an estimated $1.02M sold.
Based on aggregated 13F filings for Q4 2016.