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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
HCA
251
Hillview Capital Advisors
Pennsylvania
$522K -$567K -10,484 -49%
GA
252
GFS Advisors
Texas
$520K +$104K +1,929 +22%
MRCM
253
M&R Capital Management
New Jersey
$506K
MIAN
254
Mariner Independent Advisor Network
Kansas
$502K +$558K +10,318 New
WB
255
Webster Bank
Connecticut
$490K -$328K -6,065 -38%
KP
256
Keel Point
Alabama
$486K +$540K +9,993 New
KAM
257
Kazazian Asset Management
Florida
$484K +$538K +9,950 New
NSIM
258
North Star Investment Management
Illinois
$479K -$1.3M -24,050 -71%
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$475K +$528K +9,762 New
CFN
260
Cordasco Financial Network
Florida
$461K -$67.1K -1,240 -12%
EWM
261
Evercore Wealth Management
New York
$459K -$19.6K -362 -4%
KAS
262
Kemnay Advisory Services
New York
$450K
AI
263
ArchPoint Investors
Florida
$443K
PAM
264
PT Asset Management
Illinois
$423K +$470K +8,700 New
RJT
265
Raymond James Trust
Florida
$415K -$51.3K -948 -10%
CAM
266
Concorde Asset Management
Michigan
$412K +$26.6K +491 +6%
DMC
267
Drexel Morgan & Co
Pennsylvania
$405K
Fiera Capital (Canada)
268
Fiera Capital (Canada)
Quebec, Canada
$397K +$441K +8,157 New
MBT
269
Montecito Bank & Trust
California
$394K -$720K -13,318 -62%
BCM
270
BlueCrest Capital Management
Jersey
$364K -$3.65M -67,526 -90%
BW
271
Bison Wealth
Georgia
$359K -$184K -3,397 -32%
RFC
272
Regions Financial Corp
Alabama
$353K +$120K +2,227 +44%
WA
273
WealthTrust-Arizona
Arizona
$346K -$51.5K -953 -12%
OIA
274
Optimum Investment Advisors
Illinois
$333K +$370K +6,850 New
Creative Planning
275
Creative Planning
Kansas
$323K -$240K -4,442 -40%

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.