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WisdomTree Japan Hedged Equity Fund

315 hedge funds and large institutions have $4.14B invested in WisdomTree Japan Hedged Equity Fund in 2017 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 124 increasing their positions, 104 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 104

9% more capital invested

Capital invested by funds: $3.79B → $4.14B (+$353M)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

9% more call options, than puts

Call options by funds: $404M | Put options by funds: $372M

0.68% more ownership

Funds ownership: 47.83%48.51% (+0.68%)

5% less funds holding

Funds holding: 330315 (-15)

10% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 50

Holders
315
Holders Change
-15
Holders Change %
-4.55%
% of All Funds
7.84%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.87%
New
45
Increased
124
Reduced
104
Closed
50
Calls
$404M
Puts
$372M
Net Calls
+$32.2M
Net Calls Change
-$101M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
301
TD Capital Management
Tennessee
$5K
VNA
302
Valley National Advisers
Pennsylvania
$5K +$5.1K +100 New
CPA
303
Clear Perspective Advisors
Illinois
$3K
HNB
304
Huntington National Bank
Ohio
$3K
PFGIA
305
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$3.01K -59 -58%
PG
306
Patten Group
Tennessee
$2K
NCM
307
Nelson Capital Management
California
$2K +$1.58K +31 New
AssetMark Inc
308
AssetMark Inc
California
$1K -$2.29K -45 -79%
AWM
309
AllSquare Wealth Management
New York
$1K
BRC
310
Bell Rock Capital
Delaware
$1K
PCTC
311
Perkins Coie Trust Company
Washington
$1K
TFA
312
Transamerica Financial Advisors
Florida
$1K
SHJ
313
Sharkey, Howes & Javer
Colorado
$1K +$663 +13 New
IL
314
Investure LLC
Virginia
-$104M -2,102,603 Closed
PHS
315
PFM Health Sciences
California
-$29.7M -599,921 Closed
TBC
316
Three Bays Capital
Massachusetts
-$29M -586,000 Closed
Parallax Volatility Advisers
317
Parallax Volatility Advisers
California
-$19.9M -390,215 -100%
TCIM
318
TIAA CREF Investment Management
New York
-$9.81M -198,000 Closed
PAA
319
Peregrine Asset Advisers
Oregon
-$8.05M -162,534 Closed
GC
320
Gratry & Company
Ohio
-$5.99M -120,990 Closed
Fiera Capital (Canada)
321
Fiera Capital (Canada)
Quebec, Canada
-$4.95M -100,000 Closed
JIP
322
Jaffetilchin Investment Partners
Florida
-$3.92M -79,194 Closed
HIP
323
Hatteras Investment Partners
North Carolina
-$3.83M -77,319 Closed
ACM
324
Aviance Capital Management
Florida
-$3.81M -76,950 Closed
CI
325
Clal Insurance
Israel
-$2.9M -58,600 Closed

DXJ Hedge Fund Activity: Q1 2017 in Review

315 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q1 2017, worth a combined $4.14B — up 9.3% from $3.79B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of DXJ and 45 opened new positions — a net loss of 5 holders — while 104 trimmed existing stakes and 124 added.

The largest buyer was Bank of Nova Scotia, adding an estimated $171M. The largest seller was Investure LLC, exiting entirely with an estimated $104M sold.

  • 315 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q1 2017, down from 330 in Q4 2016.
  • Funds reported $4.14B of WisdomTree Japan Hedged Equity Fund stock for Q1 2017, up 9.3% quarter-over-quarter.
  • 45 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q1 2017 and 50 closed out, a net change of -5 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q1 2017 was Bank of Nova Scotia, an estimated $171M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q1 2017 was Investure LLC, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2017.