We are live on ! Find out more
DXJ icon

WisdomTree Japan Hedged Equity Fund

356 hedge funds and large institutions have $14.2B invested in WisdomTree Japan Hedged Equity Fund in 2015 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $1.95B | Put options by funds: $606M

34% more capital invested

Capital invested by funds: $10.6B → $14.2B (+$3.59B)

6% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 130

0.84% more ownership

Funds ownership: 59.35%60.18% (+0.84%)

7% less funds holding

Funds holding: 381356 (-25)

24% less funds holding in top 10

Funds holding in top 10: 7859 (-19)

35% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 68

Holders
356
Holders Change
-25
Holders Change %
-6.56%
% of All Funds
9.94%
Holding in Top 10
59
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-24.36%
% of All Funds
1.65%
New
44
Increased
138
Reduced
130
Closed
68
Calls
$1.95B
Puts
$606M
Net Calls
+$1.35B
Net Calls Change
+$1.34B
Name Holding Trade Value Shares
Change
Change in
Stake
FTI
226
Fiduciary Trust International
Massachusetts
$677K -$101K -1,861 -12%
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$675K -$49.3K -912 -6%
SC
228
Scotia Capital
Ontario, Canada
$671K -$4.48M -82,877 -86%
TI
229
Turner Investments
Pennsylvania
$671K
MC
230
Moors & Cabot
Massachusetts
$661K +$33.4K +617 +5%
Brown Advisory
231
Brown Advisory
Maryland
$658K +$182K +3,360 +33%
AIC
232
Ayalon Insurance Company
Israel
$648K +$357K +6,610 +107%
SFA
233
Sequoia Financial Advisors
Ohio
$642K +$325K +6,006 +84%
Bank of Montreal
234
Bank of Montreal
Ontario, Canada
$630K +$14.5K +268 +2%
EAM
235
Evanson Asset Management
California
$615K +$379 +7 +0.1%
VFS
236
VSR Financial Services
Kansas
$603K -$5.23M -96,672 -89%
HC
237
HHG & Company
Connecticut
$596K -$6.71K -124 -1%
BCA
238
Bray Capital Advisors
Florida
$594K
BWP
239
Baldwin Wealth Partners
Massachusetts
$593K
NFG
240
Next Financial Group
Texas
$591K +$318K +5,873 +94%
HT
241
HighTower Trust
Texas
$579K
BBHC
242
Brown Brothers Harriman & Co
New York
$577K +$349K +6,449 +119%
CC
243
Callan Capital
California
$563K -$3.51M -64,867 -85%
ACM
244
Alethea Capital Management
Washington
$559K -$37.5K -694 -6%
OC
245
Oarsman Capital
Wisconsin
$541K +$19.6K +362 +3%
SS
246
Simplicity Solutions
Minnesota
$540K +$24.8K +458 +4%
SWP
247
Stratos Wealth Partners
Ohio
$536K +$207K +3,825 +53%
DWT
248
Dorsey & Whitney Trust
South Dakota
$531K
IC
249
Inverness Counsel
New York
$526K
Baird Financial Group
250
Baird Financial Group
Wisconsin
$523K -$659K -12,194 -53%

DXJ Hedge Fund Activity: Q3 2015 in Review

356 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q3 2015, worth a combined $14.2B — up 34% from $10.6B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of DXJ and 44 opened new positions — a net loss of 24 holders — while 130 trimmed existing stakes and 138 added.

The largest buyer was JP Morgan Chase, adding an estimated $583M. The largest seller was Bessemer Group, cutting an estimated $277M.

  • 356 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q3 2015, down from 381 in Q2 2015.
  • Funds reported $14.2B of WisdomTree Japan Hedged Equity Fund stock for Q3 2015, up 34% quarter-over-quarter.
  • 44 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q3 2015 and 68 closed out, a net change of -24 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q3 2015 was JP Morgan Chase, an estimated $583M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q3 2015 was Bessemer Group, an estimated $277M sold.

Based on aggregated 13F filings for Q3 2015.