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WisdomTree Japan Hedged Equity Fund

315 hedge funds and large institutions have $4.14B invested in WisdomTree Japan Hedged Equity Fund in 2017 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 124 increasing their positions, 104 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 104

9% more capital invested

Capital invested by funds: $3.79B → $4.14B (+$353M)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

9% more call options, than puts

Call options by funds: $404M | Put options by funds: $372M

0.68% more ownership

Funds ownership: 47.83%48.51% (+0.68%)

5% less funds holding

Funds holding: 330315 (-15)

10% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 50

Holders
315
Holders Change
-15
Holders Change %
-4.55%
% of All Funds
7.84%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.87%
New
45
Increased
124
Reduced
104
Closed
50
Calls
$404M
Puts
$372M
Net Calls
+$32.2M
Net Calls Change
-$101M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$10.3M +$4.98M +97,726 +92%
SB
52
Suntrust Banks
Georgia
$10.1M +$3.65M +71,588 +56%
UOC
53
UBS O'Connor
Illinois
$10.1M -$7.98M -156,636 -44%
FTIOP
54
Fiduciary Trust International of Pennsylvania
Pennsylvania
$10.1M +$3.75M +73,618 +58%
KP
55
Keel Point
Alabama
$9.57M +$1.58M +31,061 +20%
PBT
56
Pictet Bank & Trust
Bahamas
$9.18M +$96.8K +1,900 +1%
LPL Financial
57
LPL Financial
California
$8.69M -$1.03M -20,153 -10%
OMC
58
Old Mission Capital
Illinois
$8.57M -$16M -314,755 -65%
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.54M +$8.6M +168,799 New
PWAG
60
Polaris Wealth Advisory Group
California
$8.54M -$142K -2,787 -2%
AFM
61
Anson Funds Management
Texas
$8.35M
Capstone Investment Advisors
62
Capstone Investment Advisors
New York
$8.21M -$4.08K -80 -0%
HCM
63
Hollencrest Capital Management
California
$7.96M +$184K +3,620 +2%
GAG
64
GM Advisory Group
New York
$7.95M +$1.33M +26,106 +20%
Jane Street
65
Jane Street
New York
$7.85M -$92.3M -1,811,399 -92%
FWCM
66
Ferguson Wellman Capital Management
Oregon
$7.73M +$578K +11,335 +8%
NVIM
67
New Vernon Investment Management
Illinois
$7.14M -$3.42M -67,142 -32%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$7.01M +$1.57M +30,766 +29%
VSWA
69
Vontobel Swiss Wealth Advisors
Switzerland
$6.72M -$1.69M -33,161 -20%
JWM
70
Jacobus Wealth Management
Wisconsin
$6.61M +$201K +3,938 +3%
HC
71
Henshaw Capital
Massachusetts
$6.58M
Barclays
72
Barclays
United Kingdom
$6.46M +$749K +14,700 +13%
SFPIA
73
Stevens First Principles Investment Advisors
California
$6.43M +$1.05M +20,610 +19%
BCM
74
Bienville Capital Management
New York
$6.21M +$5.68M +111,433 +986%
EM
75
EnTrustPermal Management
New York
$6.1M +$6.14M +120,500 New

DXJ Hedge Fund Activity: Q1 2017 in Review

315 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q1 2017, worth a combined $4.14B — up 9.3% from $3.79B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of DXJ and 45 opened new positions — a net loss of 5 holders — while 104 trimmed existing stakes and 124 added.

The largest buyer was Bank of Nova Scotia, adding an estimated $171M. The largest seller was Investure LLC, exiting entirely with an estimated $104M sold.

  • 315 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q1 2017, down from 330 in Q4 2016.
  • Funds reported $4.14B of WisdomTree Japan Hedged Equity Fund stock for Q1 2017, up 9.3% quarter-over-quarter.
  • 45 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q1 2017 and 50 closed out, a net change of -5 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q1 2017 was Bank of Nova Scotia, an estimated $171M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q1 2017 was Investure LLC, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2017.