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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
UCFA
376
United Capital Financial Advisors
Texas
-$4.18M -73,100 Closed
NVCHI
377
New Vernon Capital Holdings II
New Jersey
-$4M -69,945 Closed
MLL
378
Moody Lynn & Lieberson
Massachusetts
-$3.73M -65,261 Closed
PP
379
Patten & Patten
Tennessee
-$3.07M -53,620 Closed
JCM
380
JS Capital Management
New York
-$2.85M -52,700 Closed
CI Investments Inc
381
CI Investments Inc
Ontario, Canada
-$2.32M -40,500 Closed
ACM
382
Avalon Capital Management
California
-$2.15M -37,620 Closed
Hudson Bay Capital Management
383
Hudson Bay Capital Management
Connecticut
-$2.12M -37,000 Closed
PCMC
384
Paragon Capital Management (Colorado)
Colorado
-$2M -35,041 Closed
SAMT
385
Select Asset Management & Trust
Pennsylvania
-$1.75M -30,525 Closed
RA
386
RFG Advisory
Alabama
-$1.68M -29,407 Closed
ICAS
387
Investors Capital Advisory Services
Massachusetts
-$1.64M -28,671 Closed
FT
388
Fiduciary Trust
Massachusetts
-$1.46M -25,570 Closed
BCM
389
Beck Capital Management
Texas
-$1.19M -20,746 Closed
UBWV
390
United Bank (West Virginia)
West Virginia
-$1.08M -18,974 Closed
PPFA
391
Provida Pension Fund Administrator
Chile
-$1.03M -17,937 Closed
BCM
392
Bluefin Capital Management
New York
-$972K -17,000 Closed
RIM
393
Regent Investment Management
Kentucky
-$962K -16,820 Closed
KCM
394
Karp Capital Management
California
-$888K -16,421 -100%
WSTAM
395
Wilbanks Smith & Thomas Asset Management
Virginia
-$814K -14,223 Closed
DIP
396
DT Investment Partners
Pennsylvania
-$646K -11,289 Closed
ATC
397
Argent Trust Co
Tennessee
-$406K -7,099 Closed
SMM
398
Stadion Money Management
Georgia
-$378K -6,610 Closed
CFA
399
Cahill Financial Advisors
Minnesota
-$370K -6,454 Closed
WCM
400
Weatherstone Capital Management
Colorado
-$368K -6,442 Closed

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.