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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
HI
376
Horizon Investments
North Carolina
-$1.57M -32,339 Closed
MWM
377
Merriman Wealth Management
Washington
-$1.36M -28,016 Closed
AAM
378
Aureus Asset Management
Massachusetts
-$1.3M -26,635 Closed
BEAM
379
Baker Ellis Asset Management
Washington
-$1.29M -26,480 Closed
Simplex Trading
380
Simplex Trading
Illinois
-$1.25M -25,674 Closed
PNAA
381
Pictet North America Advisors
Switzerland
-$1.07M -21,981 Closed
GWM
382
Greenwich Wealth Management
Connecticut
-$885K -18,186 Closed
RFS
383
Rockefeller Financial Services
New York
-$870K -17,874 Closed
ID
384
Integral Derivatives
New York
-$828K -15,563 Closed
TI
385
Turner Investments
Pennsylvania
-$671K -13,796 Closed
EAM
386
Evanson Asset Management
California
-$615K -12,641 Closed
HT
387
HighTower Trust
Texas
-$579K -11,892 Closed
MIAN
388
Mariner Independent Advisor Network
Kansas
-$502K -10,318 Closed
KP
389
Keel Point
Alabama
-$486K -9,993 Closed
KAM
390
Kazazian Asset Management
Florida
-$484K -9,950 Closed
BCM
391
BlueCrest Capital Management
Jersey
-$398K -7,474 Closed
CA
392
Commerzbank Aktiengesellschaft
Germany
-$311K -6,395 Closed
SMC
393
Smith, Moore & Co
Missouri
-$304K -6,241 Closed
1IA
394
1834 Investment Advisors
Wisconsin
-$277K -5,700 Closed
SI
395
SII Investments
Wisconsin
-$251K -5,134 Closed
Verition Fund Management
396
Verition Fund Management
Connecticut
-$243K -5,000 Closed
SCM
397
Stonebridge Capital Management
California
-$221K -4,537 Closed
OAM
398
Orinda Asset Management
California
-$142K -2,927 Closed
SSG
399
Summit Securities Group
New York
-$97K -2,000 Closed
KT
400
Kanaly Trust
Texas
-$43K -892 Closed

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.