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
AA
301
AlphaMark Advisors
Kentucky
$202K +$50K +925 +29%
MP
302
Manifold Partners
California
$190K -$3.27M -60,438 -94%
BBPWM
303
Blue Bell Private Wealth Management
Pennsylvania
$157K -$21.6K -400 -11%
PMFA
304
Plante Moran Financial Advisors
Michigan
$151K +$66.6K +1,232 +66%
OAM
305
Orinda Asset Management
California
$142K +$158K +2,927 New
CG
306
Colony Group
Massachusetts
$127K +$77.1K +1,425 +119%
EDRH
307
Edmond de Rothschild Holding
Switzerland
$125K -$2.45M -45,305 -85%
ED
308
Exane Derivatives
France
$112K +$62K +1,147 +99%
NC
309
NewSquare Capital
Pennsylvania
$101K +$18.9K +350 +20%
SSG
310
Summit Securities Group
New York
$97K +$108K +2,000 New
JIC
311
Joel Isaacson & Co
New York
$92K
LOT
312
Lombard Odier Transatlantic
Quebec, Canada
$82K +$27K +500 +42%
KA
313
Klingman & Associates
New York
$79K
JFA
314
JNBA Financial Advisors
Minnesota
$76K +$84.4K +1,561 New
CAL
315
Capital Advisors Ltd
Ohio
$63K
Thrivent Financial for Lutherans
316
Thrivent Financial for Lutherans
Minnesota
$60K +$10.8K +200 +21%
DADC
317
D.A. Davidson & Co
Montana
$58K -$70.7K -1,308 -52%
AF
318
Allworth Financial
California
$50K
JG
319
Jefferies Group
New York
$48K -$681K -12,600 -93%
ACM
320
Argentus Capital Management
Texas
$43K -$1.17M -21,544 -96%
JWA
321
JFS Wealth Advisors
Pennsylvania
$43K
KPCM
322
Kings Point Capital Management
New York
$43K +$47.6K +881 New
KT
323
Kanaly Trust
Texas
$43K +$48.2K +892 New
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$42.9K +$44.3K +819 New
Nomura Holdings
325
Nomura Holdings
Japan
$42K -$9.92M -183,441 -100%

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.