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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
CIA
101
Capital Investment Advisors
Georgia
$2.78M -$55.2K -1,166 -2%
EGA
102
E&G Advisors
Texas
$2.54M +$279K +5,900 +13%
William Blair & Company
103
William Blair & Company
Illinois
$2.52M -$2.13M -44,875 -47%
FI
104
FCM Investments
Texas
$2.47M
HPBT
105
High Point Bank & Trust
North Carolina
$2.45M +$8.34K +176 +0.4%
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$2.44M +$124K +2,622 +6%
FTI
107
Fiduciary Trust International
Massachusetts
$2.3M -$179K -3,786 -8%
AIG
108
American International Group
New York
$2.26M -$173K -3,653 -7%
Bank of New York Mellon
109
Bank of New York Mellon
New York
$2.26M -$11.9M -250,962 -85%
AHS
110
Aspiriant Holdings S3
California
$2.26M +$19.4K +410 +0.9%
GAM
111
Gemmer Asset Management
California
$2.2M -$3.9M -82,299 -65%
TWA
112
Tillar-Wenstrup Advisors
Ohio
$2.18M +$39.1K +825 +2%
S
113
SignatureFD
Georgia
$2.12M +$2.01M +42,500 +8,534%
MAM
114
Marquette Asset Management
Minnesota
$2.08M +$1.99M +42,052 New
WA
115
Winfield Associates
Ohio
$2.04M -$71K -1,500 -3%
RG
116
Rathbones Group
United Kingdom
$1.97M +$94K +1,985 +5%
TA
117
Tiedemann Advisors
New York
$1.96M +$819K +17,285 +77%
IPC
118
Independent Portfolio Consultants
Florida
$1.87M -$709K -14,970 -28%
TI
119
Turner Investments
Pennsylvania
$1.86M -$5.13M -108,260 -74%
ACM
120
Avalon Capital Management
California
$1.83M +$1.76M +37,079 New
MIH
121
Madison Investment Holdings
Wisconsin
$1.8M +$923K +19,486 +114%
B
122
Baird
Wisconsin
$1.79M +$54.4K +1,149 +3%
ASN
123
Advisory Services Network
Georgia
$1.71M -$18K -381 -1%
US Bancorp
124
US Bancorp
Minnesota
$1.69M -$689K -14,543 -30%
Mirae Asset Global Investments
125
Mirae Asset Global Investments
South Korea
$1.68M -$419K -8,839 -21%

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.