WisdomTree Japan Hedged Equity Fund
DXJ
275 hedge funds and large institutions have $10B invested in WisdomTree Japan Hedged Equity Fund in 2013 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 120 increasing their positions, 67 reducing their positions, and 49 closing their positions.
86% more capital invested
Capital invested by funds: $5.41B → $10B (+$4.64B)
79% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 67
52% more call options, than puts
Call options by funds: $487M | Put options by funds: $320M
22% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 49
3% more funds holding
Funds holding: 267 → 275 (+8)
2.66% less ownership
Funds ownership: 57.09% → 54.43% (-2.7%)
10% less funds holding in top 10
Funds holding in top 10: 40 → 36 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$148M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$107M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$94.5M |
| 4 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
+$65.4M |
| 5 |
Goldman Sachs
New York
|
+$52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$146M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$130M |
| 3 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$92.7M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$69.3M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$60.3M |
DXJ Hedge Fund Activity: Q3 2013 in Review
275 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q3 2013, worth a combined $10B — up 86% from $5.41B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new DXJ positions and 49 closed out — a net gain of 11 holders — while 120 added to existing stakes and 67 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $148M. The largest seller was RiverFront Investment Group, cutting an estimated $146M.
- 275 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q3 2013, up from 267 in Q2 2013.
- Funds reported $10B of WisdomTree Japan Hedged Equity Fund stock for Q3 2013, up 86% quarter-over-quarter.
- 60 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q3 2013 and 49 closed out, a net change of +11 holders.
- The largest WisdomTree Japan Hedged Equity Fund buyer in Q3 2013 was Morgan Stanley, an estimated $148M added.
- The largest WisdomTree Japan Hedged Equity Fund seller in Q3 2013 was RiverFront Investment Group, an estimated $146M sold.
Based on aggregated 13F filings for Q3 2013.