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WisdomTree Japan Hedged Equity Fund

357 hedge funds and large institutions have $13.8B invested in WisdomTree Japan Hedged Equity Fund in 2015 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 118 increasing their positions, 128 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $1.24B | Put options by funds: $674M

12% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 50

3% more funds holding in top 10

Funds holding in top 10: 5961 (+2)

0% more funds holding

Funds holding: 356357 (+1)

0.28% more ownership

Funds ownership: 60.18%60.46% (+0.28%)

3% less capital invested

Capital invested by funds: $14.2B → $13.8B (-$460M)

8% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 128

Holders
357
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
9.37%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
1.6%
New
56
Increased
118
Reduced
128
Closed
50
Calls
$1.24B
Puts
$674M
Net Calls
+$564M
Net Calls Change
-$782M
Name Holding Trade Value Shares
Change
Change in
Stake
LOT
301
Lombard Odier Transatlantic
Quebec, Canada
$123K +$39.9K +750 +44%
Nomura Holdings
302
Nomura Holdings
Japan
$111K +$72.9K +1,370 +163%
WAM
303
Wealthspire Advisors (Maryland)
Maryland
$99K +$105K +1,971 New
JIC
304
Joel Isaacson & Co
New York
$94K -$1.44K -27 -1%
MP
305
Manifold Partners
California
$89K -$113K -2,127 -54%
KA
306
Klingman & Associates
New York
$82K
HNB
307
Huntington National Bank
Ohio
$81K
JFA
308
JNBA Financial Advisors
Minnesota
$78K
3C
309
361 Capital
Colorado
$76K +$80.3K +1,508 New
LWA
310
Lenox Wealth Advisors
New York
$68K +$72.2K +1,356 New
CAL
311
Capital Advisors Ltd
Ohio
$65K
Thrivent Financial for Lutherans
312
Thrivent Financial for Lutherans
Minnesota
$58K +$479 +9 +0.8%
SFU
313
Stonehage Fleming (UK)
United Kingdom
$50K +$53.2K +1,000 New
AA
314
AlphaMark Advisors
Kentucky
$49K -$170K -3,185 -77%
JG
315
Jefferies Group
New York
$49K
LWCFA
316
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48K +$50.6K +950 New
JWA
317
JFS Wealth Advisors
Pennsylvania
$45K
ACM
318
Argentus Capital Management
Texas
$45K +$160 +3 +0.3%
DSC
319
Duncker Streett & Co
Missouri
$43K +$45.2K +850 New
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$40K -$477K -8,965 -92%
TDC
321
Thompson Davis & Co
Virginia
$35K
DADC
322
D.A. Davidson & Co
Montana
$34K -$26.8K -504 -42%
SAM
323
Solaris Asset Management
New York
$32K +$34.2K +642 New
KTC
324
Kistler-Tiffany Companies
Pennsylvania
$31K
CAPTRUST Financial Advisors
325
CAPTRUST Financial Advisors
North Carolina
$30K -$272K -5,112 -89%

DXJ Hedge Fund Activity: Q4 2015 in Review

357 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q4 2015, worth a combined $13.8B — down 3.2% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DXJ positions and 50 closed out — a net gain of 6 holders — while 118 added to existing stakes and 128 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $170M. The largest seller was Morgan Stanley, cutting an estimated $222M.

  • 357 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q4 2015, up from 356 in Q3 2015.
  • Funds reported $13.8B of WisdomTree Japan Hedged Equity Fund stock for Q4 2015, down 3.2% quarter-over-quarter.
  • 56 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q4 2015 and 50 closed out, a net change of +6 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q4 2015 was JP Morgan Chase, an estimated $170M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q4 2015 was Morgan Stanley, an estimated $222M sold.

Based on aggregated 13F filings for Q4 2015.