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WisdomTree Japan Hedged Equity Fund

268 hedge funds and large institutions have $5.91B invested in WisdomTree Japan Hedged Equity Fund in 2014 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 97 increasing their positions, 104 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $1.04B | Put options by funds: $556M

7% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 104

1.03% less ownership

Funds ownership: 56.85%55.82% (-1%)

9% less funds holding

Funds holding: 294268 (-26)

10% less capital invested

Capital invested by funds: $6.59B → $5.91B (-$679M)

28% less funds holding in top 10

Funds holding in top 10: 3223 (-9)

46% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 54

Holders
268
Holders Change
-26
Holders Change %
-8.84%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-28.13%
% of All Funds
0.66%
New
29
Increased
97
Reduced
104
Closed
54
Calls
$1.04B
Puts
$556M
Net Calls
+$481M
Net Calls Change
+$317M
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
76
Fiera Capital (Canada)
Quebec, Canada
$5.92M +$672K +14,200 +13%
B
77
Bellecapital
Switzerland
$5.37M +$486K +10,260 +10%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$5.24M +$400K +8,445 +9%
JPC
79
Jabodon PT Co
Nevada
$5.24M
ACM
80
Artha Capital Management
Connecticut
$5.21M +$142K +3,000 +3%
GEM
81
Global Endowment Management
North Carolina
$5.13M +$592K +12,500 +14%
Millennium Management
82
Millennium Management
New York
$5.1M +$2.7M +57,040 +123%
CCT
83
Country Club Trust
Missouri
$4.95M -$144K -3,035 -3%
MA
84
Menlo Advisors
California
$4.7M
MWP
85
MYCIO Wealth Partners
Pennsylvania
$4.58M
CIG
86
Consolidated Investment Group
Colorado
$4.55M
PI
87
Placemark Investments
Illinois
$4.33M -$2.87M -60,553 -41%
RCA
88
Rex Capital Advisors
Rhode Island
$4.27M
CC
89
Callan Capital
California
$4.13M +$487K +10,284 +14%
SIA
90
SeaBridge Investment Advisors
New Jersey
$3.67M -$1.64M -34,545 -32%
Parallax Volatility Advisers
91
Parallax Volatility Advisers
California
$3.63M +$3.49M +73,618 New
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$3.43M -$123K -2,599 -4%
LTFS
93
Ladenburg Thalmann Financial Services
Florida
$3.37M +$49.1K +1,036 +2%
MCM
94
McMillion Capital Management
North Carolina
$3.19M +$53.9K +1,138 +2%
BEC
95
Blue Edge Capital
Virginia
$3.19M -$7.01K -148 -0.2%
Mariner
96
Mariner
Kansas
$3.09M -$136K -2,862 -4%
JWM
97
Jacobus Wealth Management
Wisconsin
$3M -$2.92M -61,572 -50%
EIA
98
Edgemoor Investment Advisors
Maryland
$2.96M -$96.4K -2,035 -3%
HCMT
99
Highland Capital Management (Texas)
Texas
$2.96M -$474K -10,000 -14%
MC
100
Middleton & Co
Massachusetts
$2.88M -$1.73M -36,570 -38%

DXJ Hedge Fund Activity: Q2 2014 in Review

268 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q2 2014, worth a combined $5.91B — down 10% from $6.59B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of DXJ and 29 opened new positions — a net loss of 25 holders — while 104 trimmed existing stakes and 97 added.

The largest buyer was Susquehanna International Group, adding an estimated $183M. The largest seller was Windhaven Investment Management, cutting an estimated $554M.

  • 268 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q2 2014, down from 294 in Q1 2014.
  • Funds reported $5.91B of WisdomTree Japan Hedged Equity Fund stock for Q2 2014, down 10% quarter-over-quarter.
  • 29 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q2 2014 and 54 closed out, a net change of -25 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q2 2014 was Susquehanna International Group, an estimated $183M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q2 2014 was Windhaven Investment Management, an estimated $554M sold.

Based on aggregated 13F filings for Q2 2014.