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WisdomTree Japan Hedged Equity Fund
DXJ

306 hedge funds and large institutions have $4.18B invested in WisdomTree Japan Hedged Equity Fund in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 108 increasing their positions, 113 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $229M | Put options by funds: $202M

1.74% more ownership

Funds ownership: 48.51% → 50.25% (+1.7%)

1% more capital invested

Capital invested by funds: $4.14B → $4.18B (+$37.9M)

4% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 113

3% less funds holding

Funds holding: 315 → 306 (-9)

3% less funds holding in top 10

Funds holding in top 10: 35 → 34 (-1)

17% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 42

Holders
306
Holders Change
-9
Holders Change %
-2.86%
% of All Funds
7.63%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.85%
New
35
Increased
108
Reduced
113
Closed
42
Calls
$229M
Puts
$202M
Net Calls
+$26.4M
Net Calls Change
-$5.78M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$113M
2
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$92.4M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$92.1M
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
+$57.2M
5
Bank of America
Bank of America
North Carolina
+$33.1M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$211M
2
CFIC
City Financial Investment Company
United Kingdom
-$73.1M
3
State Street
State Street
Massachusetts
-$41.8M
4
SG Americas Securities
SG Americas Securities
New York
-$29M
5
ERSOT
Employees Retirement System of Texas
Texas
-$26.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
51
SG Americas Securities
New York
$11.3M -$29M -566,752 -72%
Capstone Investment Advisors
52
Capstone Investment Advisors
New York
$11.2M +$2.71M +52,935 +33%
PBT
53
Pictet Bank & Trust
Bahamas
$9.92M +$476K +9,300 +5%
RWM
54
Ritholtz Wealth Management
New York
$9.58M +$9.42M +184,170 New
AAM
55
Alphadyne Asset Management
New York
$9.44M -$8.79M -171,858 -49%
GAG
56
GM Advisory Group
New York
$8.72M +$546K +10,670 +7%
HighTower Advisors
57
HighTower Advisors
Illinois
$8.66M +$4.02M +78,603 +89%
AFM
58
Anson Funds Management
Texas
$8.58M – – –
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.37M -$400K -7,816 -5%
Brown Advisory
60
Brown Advisory
Maryland
$8.31M +$2.63M +51,337 +47%
HCM
61
Hollencrest Capital Management
California
$8.18M +$2.46K +48 +0%
OMC
62
Old Mission Capital
Illinois
$8.11M -$676K -13,215 -8%
FWCM
63
Ferguson Wellman Capital Management
Oregon
$8.05M +$107K +2,100 +1%
LPL Financial
64
LPL Financial
California
$7.95M -$985K -19,259 -11%
G
65
GenTrust
Florida
$7.88M +$1.94M +37,965 +33%
MLL
66
Moody Lynn & Lieberson
Massachusetts
$7.73M -$11.5M -223,989 -60%
BCM
67
Bienville Capital Management
New York
$7.71M +$1.3M +25,481 +21%
JMPWA
68
JP Morgan Private Wealth Advisors
California
$7.69M +$4.24M +82,909 +128%
CS
69
Credit Suisse
Switzerland
$7.24M -$6.08M -118,824 -46%
JWM
70
Jacobus Wealth Management
Wisconsin
$7.07M +$281K +5,495 +4%
EM
71
EnTrustPermal Management
New York
$6.94M +$660K +12,900 +11%
IWA
72
Intercontinental Wealth Advisors
Texas
$6.84M +$2.86M +56,003 +74%
HC
73
Henshaw Capital
Massachusetts
$6.76M – – –
VSWA
74
Vontobel Swiss Wealth Advisors
Switzerland
$6.61M -$289K -5,658 -4%
SFPIA
75
Stevens First Principles Investment Advisors
California
$6.61M -$2.66K -52 -0%
1 2
3
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DXJ Hedge Fund Activity: Q2 2017 in Review

306 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q2 2017, worth a combined $4.18B — up 0.92% from $4.14B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of DXJ and 35 opened new positions — a net loss of 7 holders — while 113 trimmed existing stakes and 108 added.

The largest buyer was Morgan Stanley, adding an estimated $113M. The largest seller was Bank of Nova Scotia, cutting an estimated $211M.

  • 306 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q2 2017, down from 315 in Q1 2017.
  • Funds reported $4.18B of WisdomTree Japan Hedged Equity Fund stock for Q2 2017, up 0.92% quarter-over-quarter.
  • 35 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q2 2017 and 42 closed out, a net change of -7 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q2 2017 was Morgan Stanley, an estimated $113M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q2 2017 was Bank of Nova Scotia, an estimated $211M sold.

Based on aggregated 13F filings for Q2 2017.