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WisdomTree Japan Hedged Equity Fund

312 hedge funds and large institutions have $3.21B invested in WisdomTree Japan Hedged Equity Fund in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 114 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more funds holding in top 10

Funds holding in top 10: 2632 (+6)

0.43% more ownership

Funds ownership: 52.86%53.29% (+0.43%)

5% less funds holding

Funds holding: 329312 (-17)

10% less capital invested

Capital invested by funds: $3.56B → $3.21B (-$349M)

20% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 114

36% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 39

67% less call options, than puts

Call options by funds: $80.7M | Put options by funds: $248M

Holders
312
Holders Change
-17
Holders Change %
-5.17%
% of All Funds
7.14%
Holding in Top 10
32
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+23.08%
% of All Funds
0.73%
New
25
Increased
91
Reduced
114
Closed
39
Calls
$80.7M
Puts
$248M
Net Calls
-$167M
Net Calls Change
-$211M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Menlo Advisors
California
$5.41M +$2.14M +37,855 +61%
OMC
77
Old Mission Capital
Illinois
$5.36M -$849K -15,003 -13%
PPA
78
Parametric Portfolio Associates
Washington
$5.31M -$54.8K -968 -1%
N
79
Natixis
France
$5.22M +$2.36M +41,756 +76%
EGA
80
Eagle Global Advisors
Texas
$5.02M +$168K +2,966 +3%
ACM
81
Azimuth Capital Management
Michigan
$4.78M +$65.9K +1,165 +1%
MLL
82
Moody Lynn & Lieberson
Massachusetts
$4.77M +$68.5K +1,211 +1%
SG Americas Securities
83
SG Americas Securities
New York
$4.72M -$5.66M -99,964 -53%
AFM
84
Anson Funds Management
Texas
$4.64M
LCM
85
LVM Capital Management
Michigan
$4.49M +$165K +2,920 +4%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$4.45M +$200K +3,541 +4%
WF
87
Welch & Forbes
Massachusetts
$4.44M -$27.6K -488 -0.6%
Allianz Asset Management
88
Allianz Asset Management
Germany
$4.38M -$175K -3,090 -4%
DG
89
Delek Group
Israel
$4.2M +$1.31M +23,109 +42%
QCM
90
Quadrant Capital Management
New Jersey
$4.2M -$17K -300 -0.4%
JFM
91
Jackson Financial Management
California
$4.18M +$351K +6,206 +9%
Q
92
QVR
California
$4.1M +$4.3M +75,987 New
CHAM
93
Clear Harbor Asset Management
Connecticut
$4M +$2.15M +38,065 +106%
IP
94
Intellectus Partners
California
$3.97M +$303K +5,349 +8%
MPWT
95
MassMutual Private Wealth & Trust
Connecticut
$3.81M +$58.7K +1,037 +1%
RG
96
Rathbones Group
United Kingdom
$3.51M +$11.9K +210 +0.3%
Barclays
97
Barclays
United Kingdom
$3.43M -$18.3M -324,102 -84%
CCM
98
Condor Capital Management
New Jersey
$3.24M +$28.4K +502 +0.8%
CS
99
Credit Suisse
Switzerland
$3.09M -$14.4M -254,269 -82%
Mariner
100
Mariner
Kansas
$3.01M -$192K -3,402 -6%

DXJ Hedge Fund Activity: Q2 2018 in Review

312 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q2 2018, worth a combined $3.21B — down 9.8% from $3.56B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of DXJ and 25 opened new positions — a net loss of 14 holders — while 114 trimmed existing stakes and 91 added.

The largest buyer was Bank of Nova Scotia, adding an estimated $289M. The largest seller was Bank of America, cutting an estimated $140M.

  • 312 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q2 2018, down from 329 in Q1 2018.
  • Funds reported $3.21B of WisdomTree Japan Hedged Equity Fund stock for Q2 2018, down 9.8% quarter-over-quarter.
  • 25 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q2 2018 and 39 closed out, a net change of -14 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q2 2018 was Bank of Nova Scotia, an estimated $289M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q2 2018 was Bank of America, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2018.