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WisdomTree Japan Hedged Equity Fund

381 hedge funds and large institutions have $10.6B invested in WisdomTree Japan Hedged Equity Fund in 2015 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 183 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 27

85% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 99

28% more funds holding in top 10

Funds holding in top 10: 6178 (+17)

7% more capital invested

Capital invested by funds: $9.95B → $10.6B (+$699M)

7% more funds holding

Funds holding: 357381 (+24)

1% more call options, than puts

Call options by funds: $755M | Put options by funds: $749M

3.09% less ownership

Funds ownership: 62.44%59.35% (-3.1%)

Holders
381
Holders Change
+24
Holders Change %
+6.72%
% of All Funds
10.27%
Holding in Top 10
78
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+27.87%
% of All Funds
2.1%
New
56
Increased
183
Reduced
99
Closed
27
Calls
$755M
Puts
$749M
Net Calls
+$5.88M
Net Calls Change
-$217M
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
51
Natixis Advisors
Massachusetts
$27.7M +$3.12M +53,876 +13%
COI
52
Connable Office Inc
Michigan
$27.3M -$512K -8,833 -2%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$25M -$26.2M -452,545 -51%
EIM
54
Emerson Investment Management
Massachusetts
$24M +$468K +8,075 +2%
DBT
55
Dubuque Bank & Trust
Iowa
$23.1M +$20.8K +358 +0.1%
NYLIM
56
New York Life Investment Management
New York
$22.2M -$6.81M -117,508 -23%
Jane Street
57
Jane Street
New York
$22M +$19.8M +341,954 +790%
SEIA
58
Signature Estate & Investment Advisors
California
$21.3M +$21.6M +371,702 New
SCM
59
SCS Capital Management
Massachusetts
$21M +$5.51K +95 +0%
BCI
60
Brinker Capital Investments
Pennsylvania
$21M -$91.2K -1,573 -0.4%
CT
61
Cambridge Trust
Massachusetts
$21M +$3.88K +67 +0%
FAAS
62
First Allied Advisory Services
California
$20.8M +$15M +258,788 +246%
Mirae Asset Global Investments
63
Mirae Asset Global Investments
South Korea
$19.9M +$6.96M +120,000 +52%
LA
64
LVW Advisors
New York
$19.3M +$3.65M +62,947 +23%
KHLMTHM
65
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$18.9M +$5.33M +91,902 +39%
CRC
66
Curi RMB Capital
Illinois
$18.2M -$15.9M -273,470 -46%
GC
67
Guggenheim Capital
Illinois
$18.2M +$4.37M +75,300 +31%
CCM
68
Cobalt Capital Management
New Jersey
$18.2M
Bank of Nova Scotia
69
Bank of Nova Scotia
Ontario, Canada
$16.8M +$664K +11,447 +4%
Barclays
70
Barclays
United Kingdom
$15.5M -$21.1M -363,428 -57%
FTIOP
71
Fiduciary Trust International of Pennsylvania
Pennsylvania
$15.4M +$1.04M +17,880 +7%
GAG
72
GM Advisory Group
New York
$15.3M -$12M -206,364 -44%
QA
73
Quantitative Advantage
Minnesota
$14.9M +$15.1M +261,068 New
OC
74
Oppenheimer & Co
New York
$14.8M -$1.39M -24,028 -9%
CCMG
75
Clark Capital Management Group
Pennsylvania
$14.8M +$4.07M +70,262 +37%

DXJ Hedge Fund Activity: Q2 2015 in Review

381 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q2 2015, worth a combined $10.6B — up 7% from $9.95B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DXJ positions and 27 closed out — a net gain of 29 holders — while 183 added to existing stakes and 99 trimmed.

The largest buyer was Bank of America, adding an estimated $253M. The largest seller was Morgan Stanley, cutting an estimated $237M.

  • 381 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q2 2015, up from 357 in Q1 2015.
  • Funds reported $10.6B of WisdomTree Japan Hedged Equity Fund stock for Q2 2015, up 7% quarter-over-quarter.
  • 56 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q2 2015 and 27 closed out, a net change of +29 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q2 2015 was Bank of America, an estimated $253M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q2 2015 was Morgan Stanley, an estimated $237M sold.

Based on aggregated 13F filings for Q2 2015.