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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
CWA
401
Convergent Wealth Advisors
Maryland
-$365K -6,378 Closed
AllianceBernstein
402
AllianceBernstein
Tennessee
-$356K -6,227 Closed
CNB
403
City National Bank
California
-$346K -6,050 Closed
1SB
404
1ST Source Bank
Indiana
-$320K -5,584 Closed
MCM
405
Murphy Capital Management
New Jersey
-$303K -5,300 Closed
NSAM
406
North Star Asset Management
Wisconsin
-$294K -5,140 Closed
MC
407
Mathes Company
New York
-$283K -4,950 Closed
FCBT
408
First Citizens Bank & Trust
North Carolina
-$265K -4,625 Closed
TSS
409
Two Sigma Securities
New York
-$243K -4,240 Closed
MC
410
Middleton & Co
Massachusetts
-$239K -4,177 Closed
MA
411
Montag & Associates
Georgia
-$235K -4,111 Closed
SSWM
412
Sheets Smith Wealth Management
North Carolina
-$235K -4,103 Closed
FVCM
413
F&V Capital Management
Florida
-$233K -4,075 Closed
CWP
414
Capital Wealth Planning
Florida
-$212K -3,700 Closed
CIM
415
Confluence Investment Management
Missouri
-$206K -3,607 Closed
FA
416
FDx Advisors
Illinois
-$202K -3,538 Closed
EWM
417
Empirical Wealth Management
Washington
-$202K -3,534 Closed
JT
418
Jump Trading
Illinois
-$126K -2,324 Closed
CFA
419
Camarda Financial Advisors
Florida
-$119K -2,074 Closed
BRWM
420
B. Riley Wealth Management
Tennessee
-$104K -1,823 Closed
RFA
421
Reilly Financial Advisors
California
-$68K -1,189 Closed
VCM
422
Vigilant Capital Management
Maine
-$56K -975 Closed
Toronto Dominion Bank
423
Toronto Dominion Bank
Ontario, Canada
-$34K -600 Closed
RAM
424
Riggs Asset Management
Pennsylvania
-$25K -436 Closed
AIM
425
Advantage Investment Management
Iowa
-$24K -411 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.