WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
326 hedge funds and large institutions have $2.54B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 95 increasing their positions, 132 reducing their positions, and 40 closing their positions.
63% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 40
6% more funds holding
Funds holding: 307 → 326 (+19)
4% more funds holding in top 10
Funds holding in top 10: 28 → 29 (+1)
2.15% more ownership
Funds ownership: 63.82% → 65.98% (+2.2%)
7% less capital invested
Capital invested by funds: $2.72B → $2.54B (-$187M)
28% less repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 132
100% less call options, than puts
Call options by funds: $2K | Put options by funds: $1.01M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$181M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$23M |
| 3 |
BP
Ballentine Partners
Waltham,
Massachusetts
|
+$14.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$9.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$85.8M |
| 2 |
Jane Street
New York
|
-$66.4M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$64.4M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$44.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$28.4M |
XSOE Hedge Fund Activity: Q4 2021 in Review
326 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q4 2021, worth a combined $2.54B — down 6.9% from $2.72B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new XSOE positions and 40 closed out — a net gain of 25 holders — while 95 added to existing stakes and 132 trimmed.
The largest buyer was Harel Insurance Investments & Financial Services, adding an estimated $181M. The largest seller was Bank of Nova Scotia, cutting an estimated $85.8M.
- 326 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q4 2021, up from 307 in Q3 2021.
- Funds reported $2.54B of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q4 2021, down 6.9% quarter-over-quarter.
- 65 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q4 2021 and 40 closed out, a net change of +25 holders.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q4 2021 was Harel Insurance Investments & Financial Services, an estimated $181M added.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q4 2021 was Bank of Nova Scotia, an estimated $85.8M sold.
Based on aggregated 13F filings for Q4 2021.