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WisdomTree Japan Hedged Equity Fund

282 hedge funds and large institutions have $3.31B invested in WisdomTree Japan Hedged Equity Fund in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 70 increasing their positions, 129 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $546M | Put options by funds: $486M

2.42% less ownership

Funds ownership: 51.69%49.27% (-2.4%)

6% less funds holding

Funds holding: 299282 (-17)

22% less funds holding in top 10

Funds holding in top 10: 3628 (-8)

28% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 54

36% less capital invested

Capital invested by funds: $5.19B → $3.31B (-$1.88B)

46% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 129

Holders
282
Holders Change
-17
Holders Change %
-5.69%
% of All Funds
7.52%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.75%
New
39
Increased
70
Reduced
129
Closed
54
Calls
$546M
Puts
$486M
Net Calls
+$60.1M
Net Calls Change
+$100M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
251
Whittier Trust
California
$23K -$16.9K -400 -41%
BIM
252
BlackRock Investment Management
Delaware
$22K
AA
253
AlphaMark Advisors
Kentucky
$21K -$17.9K -425 -44%
MA
254
MUFG Americas
New York
$20K +$20.2K +480 +1,231%
MWP
255
MYCIO Wealth Partners
Pennsylvania
$19K
FHA
256
First Horizon Advisors
Tennessee
$17K +$18.6K +442 New
SEI Investments
257
SEI Investments
Pennsylvania
$15K -$6.47M -153,409 -100%
AWM
258
Avior Wealth Management
Nebraska
$15K
SFG
259
SevenBridge Financial Group
Pennsylvania
$14K +$14.8K +350 New
KTC
260
Kistler-Tiffany Companies
Pennsylvania
$12K
FIB
261
First Interstate Bank
Montana
$10K
BWP
262
Baldwin Wealth Partners
Massachusetts
$9K -$315K -7,461 -97%
MWM
263
MinichMacGregor Wealth Management
New York
$9K
KF
264
Krilogy Financial
Missouri
$8K
DADC
265
D.A. Davidson & Co
Montana
$8K +$4.26K +101 +94%
PG
266
Patten Group
Tennessee
$7.76K
AF
267
Allworth Financial
California
$7K +$3.21K +76 +69%
MA
268
MCF Advisors
Kentucky
$6K
TJHA
269
Thomas J. Herzfeld Advisors
Florida
$6K
RBC
270
Roble Belko & Company
Pennsylvania
$5K -$3.29K -78 -36%
HDIM
271
Hanson & Doremus Investment Management
Vermont
$4K
HNB
272
Huntington National Bank
Ohio
$4K
TWA
273
TCI Wealth Advisors
Arizona
$4K
WA
274
WFG Advisors
Texas
$4K
HI
275
Hudock Inc
Pennsylvania
$4K +$42 +1 +0.9%

DXJ Hedge Fund Activity: Q2 2016 in Review

282 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q2 2016, worth a combined $3.31B — down 36% from $5.19B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of DXJ and 39 opened new positions — a net loss of 15 holders — while 129 trimmed existing stakes and 70 added.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $58M. The largest seller was Bank of America, cutting an estimated $513M.

  • 282 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q2 2016, down from 299 in Q1 2016.
  • Funds reported $3.31B of WisdomTree Japan Hedged Equity Fund stock for Q2 2016, down 36% quarter-over-quarter.
  • 39 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q2 2016 and 54 closed out, a net change of -15 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q2 2016 was JP Morgan Private Wealth Advisors, an estimated $58M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q2 2016 was Bank of America, an estimated $513M sold.

Based on aggregated 13F filings for Q2 2016.