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WisdomTree Japan Hedged Equity Fund

299 hedge funds and large institutions have $5.19B invested in WisdomTree Japan Hedged Equity Fund in 2016 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 76 increasing their positions, 150 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less call options, than puts

Call options by funds: $415M | Put options by funds: $455M

8.77% less ownership

Funds ownership: 60.46%51.69% (-8.8%)

16% less funds holding

Funds holding: 357299 (-58)

41% less funds holding in top 10

Funds holding in top 10: 6136 (-25)

49% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 150

62% less capital invested

Capital invested by funds: $13.8B → $5.19B (-$8.59B)

68% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 80

Holders
299
Holders Change
-58
Holders Change %
-16.25%
% of All Funds
7.97%
Holding in Top 10
36
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-40.98%
% of All Funds
0.96%
New
26
Increased
76
Reduced
150
Closed
80
Calls
$415M
Puts
$455M
Net Calls
-$40.2M
Net Calls Change
-$604M
Name Holding Trade Value Shares
Change
Change in
Stake
MM
101
Main Management
California
$3.9M -$46.6M -1,056,685 -92%
MFS
102
MSI Financial Services
Massachusetts
$3.83M +$566K +12,815 +17%
FPCM
103
Financial Partners Capital Management
New York
$3.77M -$468K -10,610 -11%
HWA
104
Heritage Wealth Advisors
Virginia
$3.48M +$76.9K +1,743 +2%
FAAS
105
First Allied Advisory Services
California
$3.4M -$130K -2,943 -4%
WOA
106
Water Oak Advisors
Florida
$3.39M +$649K +14,700 +23%
HIP
107
Hatteras Investment Partners
North Carolina
$3.38M -$6.03M -136,681 -64%
MPWT
108
MassMutual Private Wealth & Trust
Connecticut
$3.37M +$327K +7,420 +11%
SFPIA
109
Stevens First Principles Investment Advisors
California
$3.29M -$11.9K -270 -0.4%
Simplex Trading
110
Simplex Trading
Illinois
$3.27M +$3.3M +74,759 New
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
$3.2M -$80.4K -1,822 -2%
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.12M -$5.35M -121,261 -63%
AGA
113
Accuvest Global Advisors
Utah
$3.03M
GA
114
GFS Advisors
Texas
$3.03M +$2.58M +58,553 +548%
HPBT
115
High Point Bank & Trust
North Carolina
$3.02M -$1.52M -34,345 -33%
CI
116
Clal Insurance
Israel
$3M -$2.25M -51,000 -43%
CCM
117
Cribstone Capital Management
Maine
$2.96M +$641K +14,513 +27%
TWA
118
Tillar-Wenstrup Advisors
Ohio
$2.91M +$289K +6,559 +11%
EAMA
119
EFG Asset Management (Americas)
Florida
$2.83M -$503K -11,396 -15%
HB
120
Homrich & Berg
Georgia
$2.83M -$174K -3,947 -6%
LWM
121
LBA Wealth Management
Florida
$2.65M -$103K -2,325 -4%
VCM
122
Verger Capital Management
North Carolina
$2.58M -$11.4M -259,200 -81%
SC
123
Scotia Capital
Ontario, Canada
$2.56M +$1.98M +44,760 +326%
RG
124
Rathbones Group
United Kingdom
$2.53M +$105K +2,384 +4%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$2.4M -$306K -6,933 -11%