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WisdomTree Japan Hedged Equity Fund

185 hedge funds and large institutions have $504M invested in WisdomTree Japan Hedged Equity Fund in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 35 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 16

37% more call options, than puts

Call options by funds: $19.6M | Put options by funds: $14.3M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more capital invested

Capital invested by funds: $417M → $504M (+$87.9M)

11% more funds holding

Funds holding: 167185 (+18)

4.35% more ownership

Funds ownership: 25.94%30.28% (+4.3%)

38% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 56

Holders
185
Holders Change
+18
Holders Change %
+10.78%
% of All Funds
3.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
36
Increased
35
Reduced
56
Closed
16
Calls
$19.6M
Puts
$14.3M
Net Calls
+$5.29M
Net Calls Change
+$4.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$523K -$16.9K -289 -3%
KCM
77
Kanawha Capital Management
Virginia
$476K -$8.75K -150 -2%
OC
78
Oarsman Capital
Wisconsin
$450K -$23.3K -400 -5%
SIA
79
SeaBridge Investment Advisors
New Jersey
$446K
Osaic Holdings
80
Osaic Holdings
Arizona
$431K +$25.8K +442 +7%
RE
81
RBC Europe
United Kingdom
$426K
IC
82
IEQ Capital
California
$423K +$402K +6,900 New
MCM
83
Mengis Capital Management
Oregon
$412K +$6.12K +105 +2%
MHS
84
M Holdings Securities
Oregon
$409K +$389K +6,675 New
BIA
85
Barry Investment Advisors
Massachusetts
$402K
MC
86
Moors & Cabot
Massachusetts
$382K -$53.4K -915 -13%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$377K -$327K -5,600 -48%
Voloridge Investment Management
88
Voloridge Investment Management
Florida
$376K -$9.39K -161 -3%
CA
89
Calton & Associates
Florida
$375K +$20.2K +346 +6%
5L
90
55I LLC
Massachusetts
$372K -$203K -3,483 -36%
RSWM
91
Robertson Stephens Wealth Management
California
$372K -$203K -3,483 -36%
HB
92
Homrich & Berg
Georgia
$363K +$5.83K +100 +2%
SWM
93
Spire Wealth Management
Virginia
$362K +$344K +5,894 New
William Blair & Company
94
William Blair & Company
Illinois
$358K
TSS
95
Two Sigma Securities
New York
$343K +$326K +5,592 New
SAS
96
Stelac Advisory Services
New York
$339K
HIIFS
97
Harel Insurance Investments & Financial Services
Israel
$337K +$42.9K +736 +15%
Brown Advisory
98
Brown Advisory
Maryland
$325K +$310K +5,313 New
MFW
99
Meristem Family Wealth
Minnesota
$313K
FCA
100
FLC Capital Advisors
California
$299K

DXJ Hedge Fund Activity: Q1 2021 in Review

185 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q1 2021, worth a combined $504M — up 21% from $417M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DXJ positions and 16 closed out — a net gain of 20 holders — while 35 added to existing stakes and 56 trimmed.

The largest buyer was Kemnay Advisory Services, adding an estimated $37.8M. The largest seller was Goldman Sachs, cutting an estimated $19.3M.

  • 185 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q1 2021, up from 167 in Q4 2020.
  • Funds reported $504M of WisdomTree Japan Hedged Equity Fund stock for Q1 2021, up 21% quarter-over-quarter.
  • 36 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q1 2021 and 16 closed out, a net change of +20 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q1 2021 was Kemnay Advisory Services, an estimated $37.8M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q1 2021 was Goldman Sachs, an estimated $19.3M sold.

Based on aggregated 13F filings for Q1 2021.