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
HIC
276
Holderness Investments Company
North Carolina
$323K +$128K +2,358 +55%
AHC
277
Adell Harriman & Carpenter
Texas
$321K -$48.7K -900 -12%
IH
278
IFC Holdings
Florida
$316K +$20.5K +380 +6%
CA
279
Commerzbank Aktiengesellschaft
Germany
$311K +$346K +6,395 New
SMC
280
Smith, Moore & Co
Missouri
$304K
WS
281
Wedbush Securities
California
$283K -$25.2K -466 -7%
Koshinski Asset Management
282
Koshinski Asset Management
Illinois
$280K -$89.2K -1,649 -25%
CAPTRUST Financial Advisors
283
CAPTRUST Financial Advisors
North Carolina
$278K -$4.87K -90 -2%
1IA
284
1834 Investment Advisors
Wisconsin
$277K
GWM
285
Gupta Wealth Management
California
$267K -$27.7K -513 -9%
PAG
286
Pinnacle Advisory Group
Maryland
$261K +$290K +5,370 New
IC
287
InterOcean Capital
Illinois
$257K
CFA
288
Carroll Financial Associates
North Carolina
$254K -$20K -370 -7%
SI
289
SII Investments
Wisconsin
$251K +$278K +5,134 New
MFBTD
290
MB Financial Bank - Trust Department
Illinois
$243K
Verition Fund Management
291
Verition Fund Management
Connecticut
$243K +$270K +5,000 New
EWM
292
Edge Wealth Management
New York
$234K +$102K +1,890 +63%
FANJ
293
Financial Architects (New Jersey)
New Jersey
$233K +$212K +3,923 +453%
SCM
294
Stonebridge Capital Management
California
$221K -$7.03K -130 -3%
WT
295
Whittier Trust
California
$219K +$8.11K +150 +3%
MMA
296
Miracle Mile Advisors
California
$218K +$243K +4,485 New
DC
297
Davenport & Co
Virginia
$213K -$4.14M -76,491 -95%
BIM
298
BlackRock Investment Management
Delaware
$211K +$28.3K +524 +14%
TFA
299
Transamerica Financial Advisors
Florida
$210K -$9.46K -175 -4%
MCM
300
Mengis Capital Management
Oregon
$202K +$25.3K +468 +13%

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.