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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
TT
26
Tiedemann Trust
Delaware
$75.5M -$9.27M -171,475 -10%
CS
27
Credit Suisse
Switzerland
$74.8M -$19M -351,565 -19%
SB
28
Suntrust Banks
Georgia
$74.5M -$5.46M -100,885 -6%
M&T Bank
29
M&T Bank
New York
$74M +$71.1M +1,313,954 +638%
SG Americas Securities
30
SG Americas Securities
New York
$62.9M +$22.7M +419,191 +48%
MM
31
Main Management
California
$56.9M +$1.49M +27,512 +2%
S
32
SignatureFD
Georgia
$56.6M +$6.34M +117,271 +11%
BC
33
Brinker Capital
Pennsylvania
$53.2M -$45.4M -839,020 -43%
LPL Financial
34
LPL Financial
California
$52.4M -$12.6M -232,398 -18%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$52M -$20.2M -372,841 -26%
RJA
36
Raymond James & Associates
Florida
$51.6M -$15.6M -288,137 -21%
UONDDL
37
University of Notre Dame du Lac
Indiana
$49.3M +$38.7K +716 +0.1%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$49.3M +$54.8M +1,012,842 New
Ameriprise
39
Ameriprise
Minnesota
$41M -$6.03M -111,598 -12%
BL
40
Balentine LLC
Georgia
$39.2M -$55.9M -1,033,115 -56%
PC
41
Permanens Capital
New York
$38.7M +$6.76M +125,097 +19%
USAA
42
United Services Automobile Association
Texas
$38.4M +$12.1M +223,800 +40%
PPA
43
Parametric Portfolio Associates
Washington
$35.2M -$48.2M -890,749 -55%
AssetMark Inc
44
AssetMark Inc
California
$27.6M +$501K +9,270 +2%
P3I
45
Progeny 3 Inc
Washington
$26.3M +$467K +8,637 +2%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$25.1M -$20.3M -374,909 -42%
KHLMVGHM
47
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$24.4M -$15.7M -289,995 -37%
COI
48
Connable Office Inc
Michigan
$23.3M +$105K +1,949 +0.4%
MIH
49
Madison Investment Holdings
Wisconsin
$22.6M -$13.3M -245,719 -35%
RMPT
50
Raytheon Master Pension Trust
Massachusetts
$22.5M -$31.2M -576,811 -56%

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.