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WisdomTree Japan Hedged Equity Fund
DXJ

236 hedge funds and large institutions have $874M invested in WisdomTree Japan Hedged Equity Fund in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 44 increasing their positions, 88 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 28

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

9% more funds holding

Funds holding: 217 → 236 (+19)

1% more capital invested

Capital invested by funds: $862M → $874M (+$11.9M)

0.41% more ownership

Funds ownership: 33.45% → 33.86% (+0.41%)

10% less call options, than puts

Call options by funds: $30.8M | Put options by funds: $34.3M

50% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 88

Holders
236
Holders Change
+19
Holders Change %
+8.76%
% of All Funds
4.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
48
Increased
44
Reduced
88
Closed
28
Calls
$30.8M
Puts
$34.3M
Net Calls
-$3.54M
Net Calls Change
-$59.8M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$59.6M
2
PI
PFS Investments
Georgia
+$10.9M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$9.64M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.09M
5
FFS
Founders Financial Securities
Maryland
+$3.65M

Top Sellers

1
Jane Street
Jane Street
New York
-$65.2M
2
Franklin Resources
Franklin Resources
California
-$14M
3
IUHSA
Itau Unibanco Holding S.A.
Brazil
-$9.8M
4
Goldman Sachs
Goldman Sachs
New York
-$6.62M
5
Bank of America
Bank of America
North Carolina
-$6.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
101
Moors & Cabot
Massachusetts
$611K -$11.6K -218 -2%
RFN
102
RDA Financial Network
Iowa
$611K -$4.11K -77 -0.7%
VAS
103
Valicenti Advisory Services
New York
$606K -$824K -15,435 -58%
TSS
104
Two Sigma Securities
New York
$602K +$597K +11,187 New
HCA
105
Harbour Capital Advisors
Virginia
$597K -$20K -375 -3%
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$593K -$84.4K -1,582 -13%
IFWM
107
Institute for Wealth Management
Colorado
$558K -$7.15K -134 -1%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$549K -$1.05M -19,698 -66%
Mirae Asset Global Investments
109
Mirae Asset Global Investments
South Korea
$543K – – –
KHLMVGHM
110
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$541K +$57K +1,067 +12%
SF
111
Synovus Financial
Georgia
$517K -$38.1K -713 -7%
KAS
112
Kemnay Advisory Services
New York
$497K – – –
Cerity Partners
113
Cerity Partners
New York
$497K +$192K +3,603 +64%
Koshinski Asset Management
114
Koshinski Asset Management
Illinois
$491K +$488K +9,150 New
Millennium Management
115
Millennium Management
New York
$484K +$480K +9,002 New
OC
116
Oarsman Capital
Wisconsin
$482K -$41.9K -785 -8%
CA
117
Calton & Associates
Florida
$473K +$19.6K +367 +4%
CC
118
Callan Capital
California
$453K – – –
HB
119
Homrich & Berg
Georgia
$453K +$2.35K +44 +0.5%
IAA
120
Independent Advisor Alliance
North Carolina
$445K +$441K +8,267 New
VR
121
Viridian RIA
Washington
$436K – – –
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$425K -$81.7K -1,531 -16%
MCM
123
Mengis Capital Management
Oregon
$393K +$17.6K +329 +5%
SIA
124
SeaBridge Investment Advisors
New Jersey
$391K – – –
BCI
125
Brinker Capital Investments
Pennsylvania
$389K -$18.2K -341 -5%
3 4
5
6 7

DXJ Hedge Fund Activity: Q4 2019 in Review

236 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q4 2019, worth a combined $874M — up 1.4% from $862M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new DXJ positions and 28 closed out — a net gain of 20 holders — while 44 added to existing stakes and 88 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $59.6M. The largest seller was Jane Street, cutting an estimated $65.2M.

  • 236 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q4 2019, up from 217 in Q3 2019.
  • Funds reported $874M of WisdomTree Japan Hedged Equity Fund stock for Q4 2019, up 1.4% quarter-over-quarter.
  • 48 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q4 2019 and 28 closed out, a net change of +20 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q4 2019 was Horizon Investments, an estimated $59.6M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q4 2019 was Jane Street, an estimated $65.2M sold.

Based on aggregated 13F filings for Q4 2019.