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WisdomTree Japan Hedged Equity Fund
DXJ

357 hedge funds and large institutions have $13.8B invested in WisdomTree Japan Hedged Equity Fund in 2015 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 118 increasing their positions, 128 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $1.24B | Put options by funds: $674M

12% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 50

3% more funds holding in top 10

Funds holding in top 10: 59 → 61 (+2)

0% more funds holding

Funds holding: 356 → 357 (+1)

0.28% more ownership

Funds ownership: 60.18% → 60.46% (+0.28%)

3% less capital invested

Capital invested by funds: $14.2B → $13.8B (-$460M)

8% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 128

Holders
357
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
9.37%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
1.6%
New
56
Increased
118
Reduced
128
Closed
50
Calls
$1.24B
Puts
$674M
Net Calls
+$564M
Net Calls Change
-$782M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$170M
2
Bessemer Group
Bessemer Group
New Jersey
+$135M
3
Jane Street
Jane Street
New York
+$119M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$77.7M
5
OMC
Old Mission Capital
Illinois
+$65.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$222M
2
CI
Clal Insurance
Israel
-$172M
3
Citigroup
Citigroup
New York
-$113M
4
RIG
RiverFront Investment Group
Virginia
-$102M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$79.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
226
Brown Advisory
Maryland
$763K +$91.2K +1,713 +13%
ST
227
Spot Trading
Illinois
$733K -$6.57M -123,375 -89%
FTI
228
Fiduciary Trust International
Massachusetts
$727K +$32.6K +613 +4%
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$720K +$26.7K +502 +4%
MC
230
Moors & Cabot
Massachusetts
$720K +$36.9K +693 +5%
Northern Trust
231
Northern Trust
Illinois
$713K -$327K -6,145 -30%
ASN
232
Advisory Services Network
Georgia
$691K -$62.4K -1,172 -8%
EDRH
233
Edmond de Rothschild Holding
Switzerland
$691K +$312K +5,868 +74%
SFA
234
Sequoia Financial Advisors
Ohio
$660K – – –
SC
235
Scotia Capital
Ontario, Canada
$657K – – –
IA
236
IFP Advisors
Florida
$652K +$693K +13,022 New
MRCM
237
M&R Capital Management
New Jersey
$633K +$119K +2,240 +22%
HC
238
HHG & Company
Connecticut
$613K – – –
NPC
239
National Planning Corporation
California
$601K -$217K -4,083 -23%
CC
240
Callan Capital
California
$579K – – –
SWP
241
Stratos Wealth Partners
Ohio
$576K +$26.4K +496 +5%
CL
242
Choreo LLC
Illinois
$560K +$595K +11,177 New
HCA
243
Harbour Capital Advisors
Virginia
$550K +$585K +10,990 New
DWT
244
Dorsey & Whitney Trust
South Dakota
$547K – – –
Baird Financial Group
245
Baird Financial Group
Wisconsin
$547K +$10.2K +191 +2%
IC
246
Inverness Counsel
New York
$541K – – –
OC
247
Oarsman Capital
Wisconsin
$539K -$18.6K -350 -3%
HCA
248
Hillview Capital Advisors
Pennsylvania
$538K – – –
GA
249
GFS Advisors
Texas
$535K – – –
NSIM
250
North Star Investment Management
Illinois
$493K +$266 +5 +0.1%
8 9
10
11 12

DXJ Hedge Fund Activity: Q4 2015 in Review

357 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q4 2015, worth a combined $13.8B — down 3.2% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DXJ positions and 50 closed out — a net gain of 6 holders — while 118 added to existing stakes and 128 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $170M. The largest seller was Morgan Stanley, cutting an estimated $222M.

  • 357 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q4 2015, up from 356 in Q3 2015.
  • Funds reported $13.8B of WisdomTree Japan Hedged Equity Fund stock for Q4 2015, down 3.2% quarter-over-quarter.
  • 56 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q4 2015 and 50 closed out, a net change of +6 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q4 2015 was JP Morgan Chase, an estimated $170M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q4 2015 was Morgan Stanley, an estimated $222M sold.

Based on aggregated 13F filings for Q4 2015.