WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
29 hedge funds and large institutions have $62.9M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 3 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 4
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
52% more capital invested
Capital invested by funds: $41.5M → $62.9M (+$21.4M)
7% more funds holding
Funds holding: 27 → 29 (+2)
0.34% more ownership
Funds ownership: 44.24% → 44.58% (+0.34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$18.9M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.44M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.94M |
| 4 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$836K |
| 5 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
+$515K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$630K |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
-$17.7K |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$17K |
| 5 |
PS
Portfolio Strategies
Monsey,
New York
|
-$10K |
XSOE Hedge Fund Activity: Q2 2018 in Review
29 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q2 2018, worth a combined $62.9M — up 52% from $41.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XSOE positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $18.9M. The largest seller was Jane Street, cutting an estimated $2.4M.
- 29 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q2 2018, up from 27 in Q1 2018.
- Funds reported $62.9M of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q2 2018, up 52% quarter-over-quarter.
- 6 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q2 2018 and 3 closed out, a net change of +3 holders.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q2 2018 was Morgan Stanley, an estimated $18.9M added.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q2 2018 was Jane Street, an estimated $2.4M sold.
Based on aggregated 13F filings for Q2 2018.