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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
BWFM
76
Bridgewater Wealth & Financial Management
Maryland
$12M +$1.91M +35,297 +17%
GAG
77
GM Advisory Group
New York
$11.9M -$1.16M -21,402 -8%
HCM
78
Harvest Capital Management
New Hampshire
$11.9M
Bank of New York Mellon
79
Bank of New York Mellon
New York
$11.6M +$3.82M +70,619 +42%
Mariner
80
Mariner
Kansas
$11.6M +$2.72M +50,319 +27%
LI
81
LMCG Investments
Massachusetts
$11.5M +$205K +3,798 +2%
ACM
82
Aviance Capital Management
Florida
$11.4M +$12.7M +235,075 New
KHLMTHM
83
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$10.9M -$5.71M -105,500 -32%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$10.9M -$14M -259,551 -54%
HIP
85
Hatteras Investment Partners
North Carolina
$10.4M
FTIOP
86
Fiduciary Trust International of Pennsylvania
Pennsylvania
$10.4M -$3.05M -56,489 -21%
AP
87
Agilis Partners
Massachusetts
$10.4M +$423K +7,815 +4%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$10.1M +$2.36M +43,562 +27%
SIA
89
SeaBridge Investment Advisors
New Jersey
$9.89M -$855K -15,810 -7%
PWAG
90
Polaris Wealth Advisory Group
California
$9.83M -$125K -2,319 -1%
HighTower Advisors
91
HighTower Advisors
Illinois
$9.58M +$2.28M +42,179 +27%
GEM
92
Global Endowment Management
North Carolina
$8.86M +$1.48M +27,400 +18%
CA
93
Cumberland Advisors
Florida
$8.75M -$766K -14,161 -7%
NVIM
94
New Vernon Investment Management
Illinois
$8.37M
SEI Investments
95
SEI Investments
Pennsylvania
$8.29M -$4.31M -79,680 -32%
JCP
96
Jabre Capital Partners
Switzerland
$8.27M +$1.08M +20,000 +13%
KIM
97
Karpus Investment Management
New York
$8.25M +$5.59M +103,310 +156%
VC
98
Vicus Capital
Pennsylvania
$8.08M +$11.1K +206 +0.1%
BPC
99
Banque Pictet & Cie
Switzerland
$7.65M +$8.5M +157,130 New
Allianz Asset Management
100
Allianz Asset Management
Germany
$7.3M +$3.42M +63,225 +73%

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.