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WisdomTree Japan Hedged Equity Fund

315 hedge funds and large institutions have $4.14B invested in WisdomTree Japan Hedged Equity Fund in 2017 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 124 increasing their positions, 104 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 104

9% more capital invested

Capital invested by funds: $3.79B → $4.14B (+$353M)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

9% more call options, than puts

Call options by funds: $404M | Put options by funds: $372M

0.68% more ownership

Funds ownership: 47.83%48.51% (+0.68%)

5% less funds holding

Funds holding: 330315 (-15)

10% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 50

Holders
315
Holders Change
-15
Holders Change %
-4.55%
% of All Funds
7.84%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.87%
New
45
Increased
124
Reduced
104
Closed
50
Calls
$404M
Puts
$372M
Net Calls
+$32.2M
Net Calls Change
-$101M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
101
Intercontinental Wealth Advisors
Texas
$3.82M +$308K +6,049 +9%
WF
102
Welch & Forbes
Massachusetts
$3.74M +$458K +8,993 +14%
NSLI
103
Nan Shan Life Insurance
Taiwan
$3.73M +$3.75M +73,600 New
OC
104
Oppenheimer & Co
New York
$3.72M -$298K -5,840 -7%
B
105
Bellecapital
Switzerland
$3.53M -$3.38M -66,295 -49%
Nomura Holdings
106
Nomura Holdings
Japan
$3.47M +$3.45M +67,662 +8,036%
Ameriprise
107
Ameriprise
Minnesota
$3.42M -$3.55M -69,681 -51%
TWA
108
Tillar-Wenstrup Advisors
Ohio
$3.42M +$78.2K +1,535 +2%
N
109
Natixis
France
$3.4M +$2.88M +56,500 +530%
EDRIA
110
Edmonds Duncan Registered Investment Advisors
Kansas
$3.4M +$172K +3,380 +5%
GA
111
GFS Advisors
Texas
$3.37M +$3.39M +66,615 New
JMPWA
112
JP Morgan Private Wealth Advisors
California
$3.29M +$535K +10,503 +19%
SIA
113
Spruce Investment Advisors
Connecticut
$3.09M +$1.73M +33,938 +125%
BCM
114
Barometer Capital Management
Ontario, Canada
$3.09M -$601K -11,800 -16%
MPWT
115
MassMutual Private Wealth & Trust
Connecticut
$3.08M -$944K -18,515 -23%
RG
116
Rathbones Group
United Kingdom
$3M +$185K +3,625 +7%
DAM
117
Deltec Asset Management
New York
$2.97M +$1M +19,700 +51%
CCM
118
Condor Capital Management
New Jersey
$2.93M -$53.6K -1,051 -2%
Simplex Trading
119
Simplex Trading
Illinois
$2.65M +$819K +16,076 +44%
CIA
120
Capital Investment Advisors
Georgia
$2.64M -$423K -8,308 -14%
Cerity Partners
121
Cerity Partners
New York
$2.54M +$2.55M +50,126 New
DC
122
Davenport & Co
Virginia
$2.5M -$20.4K -400 -0.8%
CIG
123
Consolidated Investment Group
Colorado
$2.49M
QCM
124
Quadrant Capital Management
New Jersey
$2.41M +$5.1K +100 +0.2%
WIC
125
Woodmont Investment Counsel
Tennessee
$2.33M

DXJ Hedge Fund Activity: Q1 2017 in Review

315 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q1 2017, worth a combined $4.14B — up 9.3% from $3.79B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of DXJ and 45 opened new positions — a net loss of 5 holders — while 104 trimmed existing stakes and 124 added.

The largest buyer was Bank of Nova Scotia, adding an estimated $171M. The largest seller was Investure LLC, exiting entirely with an estimated $104M sold.

  • 315 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q1 2017, down from 330 in Q4 2016.
  • Funds reported $4.14B of WisdomTree Japan Hedged Equity Fund stock for Q1 2017, up 9.3% quarter-over-quarter.
  • 45 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q1 2017 and 50 closed out, a net change of -5 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q1 2017 was Bank of Nova Scotia, an estimated $171M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q1 2017 was Investure LLC, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2017.