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WisdomTree Japan Hedged Equity Fund
DXJ

275 hedge funds and large institutions have $10B invested in WisdomTree Japan Hedged Equity Fund in 2013 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 120 increasing their positions, 67 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more capital invested

Capital invested by funds: $5.41B → $10B (+$4.64B)

79% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 67

52% more call options, than puts

Call options by funds: $487M | Put options by funds: $320M

22% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 49

3% more funds holding

Funds holding: 267 → 275 (+8)

2.66% less ownership

Funds ownership: 57.09% → 54.43% (-2.7%)

10% less funds holding in top 10

Funds holding in top 10: 40 → 36 (-4)

Holders
275
Holders Change
+8
Holders Change %
+3%
% of All Funds
8.92%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
1.17%
New
60
Increased
120
Reduced
67
Closed
49
Calls
$487M
Puts
$320M
Net Calls
+$167M
Net Calls Change
-$260M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$148M
2
Deutsche Bank
Deutsche Bank
Germany
+$107M
3
U
UBS
Switzerland
+$94.5M
4
PVH
Psagot Value Holdings
Israel
+$65.4M
5
Goldman Sachs
Goldman Sachs
New York
+$52M

Top Sellers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
-$146M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$130M
3
WIM
Windhaven Investment Management
Massachusetts
-$92.7M
4
CSIA
Charles Schwab Investment Advisory
California
-$69.3M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$60.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
126
Glaxis Capital Management
Florida
$2.4M +$1.03M +22,000 +79%
FI
127
FCM Investments
Texas
$2.4M +$2.35M +50,000 New
PRC
128
Platte River Capital
Colorado
$2.38M -$141K -3,000 -6%
Comerica Bank
129
Comerica Bank
Texas
$2.28M +$2.23M +47,633 New
CCMG
130
Clark Capital Management Group
Pennsylvania
$2.26M +$2.21M +47,065 New
AIG
131
American International Group
New York
$2.2M +$196K +4,184 +10%
HPBT
132
High Point Bank & Trust
North Carolina
$2.19M -$2.44K -52 -0.1%
RCA
133
Rex Capital Advisors
Rhode Island
$2.12M – – –
TBA
134
Train Babcock Advisors
New York
$2.04M +$12.9K +275 +0.7%
AWA
135
AmeriServ Wealth Advisors
Pennsylvania
$2M -$13.9K -296 -0.7%
CC
136
ClearArc Capital
Ohio
$1.95M -$2.03M -43,245 -52%
SC
137
SouthState Corp
Florida
$1.94M +$1.9M +40,398 New
OC
138
Oppenheimer & Co
New York
$1.9M +$571K +12,172 +44%
CIBC World Market
139
CIBC World Market
Ontario, Canada
$1.86M -$1.17M -24,976 -39%
AI
140
Atria Investments
North Carolina
$1.82M +$1.07M +22,875 +151%
WSTAM
141
Wilbanks Smith & Thomas Asset Management
Virginia
$1.71M +$1.68M +35,744 New
SWM
142
Segment Wealth Management
Texas
$1.7M +$191K +4,082 +13%
CLG
143
Cooperman Leon G
$1.68M – – –
Ameriprise
144
Ameriprise
Minnesota
$1.66M +$508K +10,824 +46%
ASN
145
Advisory Services Network
Georgia
$1.65M +$536K +11,417 +50%
JG
146
Jefferies Group
New York
$1.64M +$1.61M +34,231 New
PC
147
Passport Capital
California
$1.63M +$1.59M +34,000 New
CWM
148
Concert Wealth Management
California
$1.61M +$781K +16,656 +99%
GT
149
Glenmede Trust
Pennsylvania
$1.55M -$149K -3,168 -9%
GCA
150
Greenwood Capital Associates
South Carolina
$1.5M +$1.47M +31,246 New
4 5
6
7 8

DXJ Hedge Fund Activity: Q3 2013 in Review

275 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q3 2013, worth a combined $10B — up 86% from $5.41B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new DXJ positions and 49 closed out — a net gain of 11 holders — while 120 added to existing stakes and 67 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $148M. The largest seller was RiverFront Investment Group, cutting an estimated $146M.

  • 275 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q3 2013, up from 267 in Q2 2013.
  • Funds reported $10B of WisdomTree Japan Hedged Equity Fund stock for Q3 2013, up 86% quarter-over-quarter.
  • 60 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q3 2013 and 49 closed out, a net change of +11 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q3 2013 was Morgan Stanley, an estimated $148M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q3 2013 was RiverFront Investment Group, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2013.