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WisdomTree Japan Hedged Equity Fund

331 hedge funds and large institutions have $13.1B invested in WisdomTree Japan Hedged Equity Fund in 2014 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 142 increasing their positions, 73 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 35

117% more capital invested

Capital invested by funds: $6.03B → $13.1B (+$7.08B)

95% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 73

56% more funds holding in top 10

Funds holding in top 10: 3656 (+20)

15% more funds holding

Funds holding: 288331 (+43)

5.9% more ownership

Funds ownership: 55.33%61.24% (+5.9%)

9% more call options, than puts

Call options by funds: $1.21B | Put options by funds: $1.11B

Holders
331
Holders Change
+43
Holders Change %
+14.93%
% of All Funds
8.83%
Holding in Top 10
56
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+55.56%
% of All Funds
1.49%
New
82
Increased
142
Reduced
73
Closed
35
Calls
$1.21B
Puts
$1.11B
Net Calls
+$99.2M
Net Calls Change
+$421M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
301
Trust Company of Vermont
Vermont
$49K
TDC
302
Thompson Davis & Co
Virginia
$49K +$51.8K +992 New
JWA
303
JFS Wealth Advisors
Pennsylvania
$44K
MPWT
304
MassMutual Private Wealth & Trust
Connecticut
$40.3K
ED
305
Exane Derivatives
France
$38.1K +$40.3K +773 New
HI
306
Hudock Inc
Pennsylvania
$38K +$15.3K +293 +61%
RC
307
RegentAtlantic Capital
New Jersey
$33.7K +$35.8K +685 New
IC
308
Intersect Capital
California
$32K +$33.8K +647 New
WA
309
WFG Advisors
Texas
$29K -$126K -2,410 -80%
DA
310
Dunvegan Associates
California
$29K -$97.9K -1,875 -76%
MWP
311
MYCIO Wealth Partners
Pennsylvania
$25K -$4.81M -92,208 -99%
NFG
312
Next Financial Group
Texas
$25K -$171K -3,278 -87%
CPA
313
Cowen Prime Advisors
New York
$24K +$1.72K +33 +7%
KTC
314
Kistler-Tiffany Companies
Pennsylvania
$23K
WTB
315
Washington Trust Bank
Washington
$23K +$24.5K +470 New
WF
316
WealthTrust Fairport
Ohio
$22K
WEC
317
Winslow Evans & Crocker
Massachusetts
$21.7K +$4.7K +90 +26%
BPBT
318
Boston Private Bank & Trust
Massachusetts
$20K +$20.9K +400 New
KCM
319
Karp Capital Management
California
$20K +$20.9K +400 New
ACM
320
Alethea Capital Management
Washington
$20K +$21.6K +413 New
CTC
321
Central Trust Company
Missouri
$16K +$13.7K +263 +487%
TFA
322
Transamerica Financial Advisors
Florida
$12K -$18.5K -354 -61%
UFA
323
US Financial Advisors
Massachusetts
$12K +$12.5K +240 New
PG
324
Patten Group
Tennessee
$10K +$10.4K +200 New
Toronto Dominion Bank
325
Toronto Dominion Bank
Ontario, Canada
$10K +$10.4K +200 New

DXJ Hedge Fund Activity: Q4 2014 in Review

331 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q4 2014, worth a combined $13.1B — up 117% from $6.03B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new DXJ positions and 35 closed out — a net gain of 47 holders — while 142 added to existing stakes and 73 trimmed.

The largest buyer was Franklin Resources, adding an estimated $311M. The largest seller was Bank of America, cutting an estimated $241M.

  • 331 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q4 2014, up from 288 in Q3 2014.
  • Funds reported $13.1B of WisdomTree Japan Hedged Equity Fund stock for Q4 2014, up 117% quarter-over-quarter.
  • 82 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q4 2014 and 35 closed out, a net change of +47 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q4 2014 was Franklin Resources, an estimated $311M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q4 2014 was Bank of America, an estimated $241M sold.

Based on aggregated 13F filings for Q4 2014.