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WisdomTree Japan Hedged Equity Fund
DXJ

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: 59 → 61 (+2)

0% more funds holding

Funds holding: 356 → 357 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$170M
2
Bessemer Group
Bessemer Group
New Jersey
+$135M
3
Jane Street
Jane Street
New York
+$119M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$77.7M
5
OMC
Old Mission Capital
Illinois
+$65.6M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$222M
2
CI
Clal Insurance
Israel
-$172M
3
Citigroup
Citigroup
New York
-$113M
4
RIG
RiverFront Investment Group
Virginia
-$102M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$79.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
351
TCI Wealth Advisors
Arizona
$6K -$15.7K -295 -72%
WIC
352
Woodmont Investment Counsel
Tennessee
$5K – – –
1832 Asset Management
353
1832 Asset Management
Ontario, Canada
$5K +$4.79K +90 New
ACS
354
Archford Capital Strategies
Illinois
$4K – – –
LNB
355
Ledyard National Bank
$3K +$3.35K +63 New
VIA
356
Vantage Investment Advisors
Pennsylvania
$3K +$3.62K +68 New
PSC
357
Prentiss Smith & Co
Vermont
$2K +$2.02K +38 New
MA
358
MUFG Americas
New York
$2K +$2.08K +39 New
FWM
359
Focused Wealth Management
New York
$1K -$5.43K -102 -86%
PCTC
360
Perkins Coie Trust Company
Washington
$1K – – –
AWM
361
Avior Wealth Management
Nebraska
$1K +$1.44K +27 New
SCM
362
SCS Capital Management
Massachusetts
– -$17.9M -367,922 Closed
BCM
363
Bienville Capital Management
New York
– -$12.2M -251,713 Closed
GAG
364
GM Advisory Group
New York
– -$11.9M -245,298 Closed
JCP
365
Jabre Capital Partners
Switzerland
– -$8.27M -170,000 Closed
KIM
366
Karpus Investment Management
New York
– -$8.25M -169,474 Closed
FIG
367
FundX Investment Group
California
– -$6.45M -132,459 Closed
NYLIM
368
New York Life Investment Management
New York
– -$4.47M -91,896 Closed
POA
369
Pergamon Offshore Advisors
New York
– -$3.66M -75,300 Closed
Comerica Bank
370
Comerica Bank
Texas
– -$3.58M -73,511 Closed
BFA
371
Beaumont Financial Advisors
Massachusetts
– -$3.95M -71,701 Closed
BS
372
Bessemer Securities
New York
– -$3.32M -68,225 Closed
CC
373
Chanos & Company
New York
– -$3.31M -67,918 Closed
RBC
374
Ronald Blue & Co
Georgia
– -$2.67M -54,798 Closed
SCA
375
Salient Capital Advisors
Texas
– -$1.61M -33,154 Closed
13 14
15
16 17

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.