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WisdomTree Japan Hedged Equity Fund

381 hedge funds and large institutions have $10.6B invested in WisdomTree Japan Hedged Equity Fund in 2015 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 183 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 27

85% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 99

28% more funds holding in top 10

Funds holding in top 10: 6178 (+17)

7% more capital invested

Capital invested by funds: $9.95B → $10.6B (+$699M)

7% more funds holding

Funds holding: 357381 (+24)

1% more call options, than puts

Call options by funds: $755M | Put options by funds: $749M

3.09% less ownership

Funds ownership: 62.44%59.35% (-3.1%)

Holders
381
Holders Change
+24
Holders Change %
+6.72%
% of All Funds
10.27%
Holding in Top 10
78
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+27.87%
% of All Funds
2.1%
New
56
Increased
183
Reduced
99
Closed
27
Calls
$755M
Puts
$749M
Net Calls
+$5.88M
Net Calls Change
-$217M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$6.29M +$1.04M +17,973 +20%
VFS
127
VSR Financial Services
Kansas
$6.24M +$5.58M +96,257 +751%
TWMP
128
Taylor Wealth Management Partners
Massachusetts
$6.17M +$6.25M +107,870 New
JWM
129
Jacobus Wealth Management
Wisconsin
$6.14M +$278K +4,797 +5%
AIG
130
American International Group
New York
$6.14M +$2.69M +46,333 +76%
FFM
131
Fullerton Fund Management
Singapore
$5.89M +$580K +10,000 +11%
CIA
132
Capital Investment Advisors
Georgia
$5.84M +$1.52M +26,294 +35%
RBA
133
Richard Bernstein Advisors
New York
$5.81M +$5.41M +93,310 +1,121%
FPCM
134
Financial Partners Capital Management
New York
$5.73M +$221K +3,808 +4%
EIA
135
Edgemoor Investment Advisors
Maryland
$5.55M +$1.12M +19,244 +25%
HPBT
136
High Point Bank & Trust
North Carolina
$5.53M +$388K +6,691 +7%
SC
137
Scotia Capital
Ontario, Canada
$5.46M +$192K +3,317 +4%
CIG
138
Consolidated Investment Group
Colorado
$5.27M
ACM
139
Azimuth Capital Management
Michigan
$5.05M +$293K +5,045 +6%
Stifel Financial
140
Stifel Financial
Missouri
$5.03M +$2.89M +49,906 +127%
JIP
141
Jaffetilchin Investment Partners
Florida
$4.99M +$54.2K +935 +1%
Allianz Asset Management
142
Allianz Asset Management
Germany
$4.97M +$5.04M +86,854 New
TA
143
Tiedemann Advisors
New York
$4.95M +$3.12M +53,783 +168%
EM
144
EnTrustPermal Management
New York
$4.91M +$296K +5,100 +6%
BEC
145
Blue Edge Capital
Virginia
$4.87M +$190K +3,282 +4%
NCM
146
Niemann Capital Management
Nevada
$4.82M +$4.89M +84,339 New
GAM
147
Gemmer Asset Management
California
$4.75M +$169K +2,913 +4%
AFM
148
Anson Funds Management
Texas
$4.69M
DC
149
Davenport & Co
Virginia
$4.63M +$1.2M +20,612 +34%
AHS
150
Aspiriant Holdings S3
California
$4.59M +$109K +1,884 +2%

DXJ Hedge Fund Activity: Q2 2015 in Review

381 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q2 2015, worth a combined $10.6B — up 7% from $9.95B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DXJ positions and 27 closed out — a net gain of 29 holders — while 183 added to existing stakes and 99 trimmed.

The largest buyer was Bank of America, adding an estimated $253M. The largest seller was Morgan Stanley, cutting an estimated $237M.

  • 381 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q2 2015, up from 357 in Q1 2015.
  • Funds reported $10.6B of WisdomTree Japan Hedged Equity Fund stock for Q2 2015, up 7% quarter-over-quarter.
  • 56 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q2 2015 and 27 closed out, a net change of +29 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q2 2015 was Bank of America, an estimated $253M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q2 2015 was Morgan Stanley, an estimated $237M sold.

Based on aggregated 13F filings for Q2 2015.