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WisdomTree Japan Hedged Equity Fund

313 hedge funds and large institutions have $3.03B invested in WisdomTree Japan Hedged Equity Fund in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 69 increasing their positions, 119 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $537M | Put options by funds: $224M

5% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 37

0.8% more ownership

Funds ownership: 53.29%54.09% (+0.8%)

0% more funds holding

Funds holding: 312313 (+1)

5% less capital invested

Capital invested by funds: $3.21B → $3.03B (-$175M)

16% less funds holding in top 10

Funds holding in top 10: 3227 (-5)

42% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 119

Holders
313
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
7.16%
Holding in Top 10
27
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.63%
% of All Funds
0.62%
New
39
Increased
69
Reduced
119
Closed
37
Calls
$537M
Puts
$224M
Net Calls
+$313M
Net Calls Change
+$480M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$4.8M -$3.55M -64,605 -44%
WF
77
Welch & Forbes
Massachusetts
$4.77M +$1.37K +25 +0%
BCM
78
Barometer Capital Management
Ontario, Canada
$4.68M +$4.43M +80,700 New
QCM
79
Quadrant Capital Management
New Jersey
$4.49M -$13.7K -250 -0.3%
NVIM
80
New Vernon Investment Management
Illinois
$4.49M -$1.51M -27,600 -26%
JFM
81
Jackson Financial Management
California
$4.47M -$23.6K -430 -0.6%
IP
82
Intellectus Partners
California
$4.44M +$173K +3,155 +4%
GAG
83
GM Advisory Group
New York
$4.38M -$4.8M -87,482 -54%
GWM
84
Geneos Wealth Management
Colorado
$4.11M +$3.89M +70,940 New
MPWT
85
MassMutual Private Wealth & Trust
Connecticut
$4.08M -$10.2K -185 -0.3%
ERSOT
86
Employees Retirement System of Texas
Texas
$4.06M +$3.84M +70,000 New
CHAM
87
Clear Harbor Asset Management
Connecticut
$3.96M +$114K +2,070 +3%
CIA
88
Choate Investment Advisors
Massachusetts
$3.93M -$10.6M -193,347 -74%
RG
89
Rathbones Group
United Kingdom
$3.77M
TSS
90
Two Sigma Securities
New York
$3.59M +$3.4M +61,939 New
CCM
91
Condor Capital Management
New Jersey
$3.49M +$13.1K +238 +0.4%
DG
92
Delek Group
Israel
$3.26M -$1.12M -20,333 -26%
VAS
93
Valicenti Advisory Services
New York
$3.2M +$885K +16,125 +41%
Mariner
94
Mariner
Kansas
$3.2M -$29.5K -537 -1%
CS
95
Credit Suisse
Switzerland
$3.13M -$182K -3,324 -6%
HTC
96
Haverford Trust Company
Pennsylvania
$3.1M +$225K +4,108 +8%
WIC
97
Whitegate Investment Counselors
New Hampshire
$3.06M -$117K -2,135 -4%
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$2.98M -$2.75M -50,051 -49%
Ameriprise
99
Ameriprise
Minnesota
$2.91M +$56K +1,021 +2%
AWA
100
Arete Wealth Advisors
Illinois
$2.9M +$358K +6,516 +15%

DXJ Hedge Fund Activity: Q3 2018 in Review

313 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q3 2018, worth a combined $3.03B — down 5.4% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DXJ positions and 37 closed out — a net gain of 2 holders — while 69 added to existing stakes and 119 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $128M. The largest seller was TD Asset Management, exiting entirely with an estimated $180M sold.

  • 313 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q3 2018, up from 312 in Q2 2018.
  • Funds reported $3.03B of WisdomTree Japan Hedged Equity Fund stock for Q3 2018, down 5.4% quarter-over-quarter.
  • 39 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q3 2018 and 37 closed out, a net change of +2 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q3 2018 was Bank of Nova Scotia, an estimated $128M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q3 2018 was TD Asset Management, an estimated $180M sold.

Based on aggregated 13F filings for Q3 2018.