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WisdomTree Japan Hedged Equity Fund

294 hedge funds and large institutions have $6.59B invested in WisdomTree Japan Hedged Equity Fund in 2014 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 95 increasing their positions, 115 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $578M | Put options by funds: $414M

6% more capital invested

Capital invested by funds: $6.2B → $6.59B (+$393M)

0.73% less ownership

Funds ownership: 57.58%56.85% (-0.73%)

8% less funds holding

Funds holding: 319294 (-25)

17% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 115

20% less funds holding in top 10

Funds holding in top 10: 4032 (-8)

32% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 78

Holders
294
Holders Change
-25
Holders Change %
-7.84%
% of All Funds
8.49%
Holding in Top 10
32
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-20%
% of All Funds
0.92%
New
53
Increased
95
Reduced
115
Closed
78
Calls
$578M
Puts
$414M
Net Calls
+$164M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
276
Kistler-Tiffany Companies
Pennsylvania
$22K
1IC
277
1919 Investment Counsel
Maryland
$20K +$19.5K +410 New
CPA
278
Cowen Prime Advisors
New York
$18K +$17.9K +375 New
LNB
279
Ledyard National Bank
$14K -$10.6M -222,738 -100%
M
280
MOTCO
Texas
$13K
TWM
281
Torch Wealth Management
Ohio
$12K -$15.4K -324 -56%
NSIM
282
North Star Investment Management
Illinois
$11K +$10.7K +225 New
SFPIA
283
Stevens First Principles Investment Advisors
California
$10K -$2.64M -55,410 -100%
FCCM
284
First City Capital Management
Georgia
$7.81K +$7.86K +165 New
MA
285
MCF Advisors
Kentucky
$7K
PSI
286
Pinnacle Summer Investments
Virginia
$6K +$2.1K +44 +47%
IFWM
287
Institute for Wealth Management
Colorado
$5K -$3.51M -73,714 -100%
HI
288
Hudock Inc
Pennsylvania
$5K -$4.76K -100 -50%
SSB
289
Sandy Spring Bank
Maryland
$5K +$4.76K +100 New
VIA
290
Vantage Investment Advisors
Pennsylvania
$5K +$4.76K +100 New
WA
291
WFG Advisors
Texas
$5K +$4.86K +102 New
CFA
292
Carroll Financial Associates
North Carolina
$4K +$4.33K +91 New
CFG
293
CKW Financial Group
Hawaii
$2K +$2.43K +51 New
ACS
294
Archford Capital Strategies
Illinois
$1.8K +$1.81K +38 New
PCTC
295
Perkins Coie Trust Company
Washington
$1K
SAS
296
Sage Advisory Services
Texas
-$59.2M -1,165,050 Closed
1832 Asset Management
297
1832 Asset Management
Ontario, Canada
-$35.3M -693,700 Closed
Allianz Asset Management
298
Allianz Asset Management
Germany
-$22.6M -445,150 Closed
JCP
299
Jabre Capital Partners
Switzerland
-$22.2M -436,000 Closed
LC
300
Loews Corp
New York
-$20.3M -400,000 Closed

DXJ Hedge Fund Activity: Q1 2014 in Review

294 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q1 2014, worth a combined $6.59B — up 6.3% from $6.2B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of DXJ and 53 opened new positions — a net loss of 25 holders — while 115 trimmed existing stakes and 95 added.

The largest buyer was Fidelity Investments, adding an estimated $154M. The largest seller was Susquehanna International Group, cutting an estimated $174M.

  • 294 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q1 2014, down from 319 in Q4 2013.
  • Funds reported $6.59B of WisdomTree Japan Hedged Equity Fund stock for Q1 2014, up 6.3% quarter-over-quarter.
  • 53 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q1 2014 and 78 closed out, a net change of -25 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q1 2014 was Fidelity Investments, an estimated $154M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q1 2014 was Susquehanna International Group, an estimated $174M sold.

Based on aggregated 13F filings for Q1 2014.