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WisdomTree Japan Hedged Equity Fund

356 hedge funds and large institutions have $14.2B invested in WisdomTree Japan Hedged Equity Fund in 2015 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $1.95B | Put options by funds: $606M

34% more capital invested

Capital invested by funds: $10.6B → $14.2B (+$3.59B)

6% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 130

0.84% more ownership

Funds ownership: 59.35%60.18% (+0.84%)

7% less funds holding

Funds holding: 381356 (-25)

24% less funds holding in top 10

Funds holding in top 10: 7859 (-19)

35% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 68

Holders
356
Holders Change
-25
Holders Change %
-6.56%
% of All Funds
9.94%
Holding in Top 10
59
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-24.36%
% of All Funds
1.65%
New
44
Increased
138
Reduced
130
Closed
68
Calls
$1.95B
Puts
$606M
Net Calls
+$1.35B
Net Calls Change
+$1.34B
Name Holding Trade Value Shares
Change
Change in
Stake
CIG
126
Consolidated Investment Group
Colorado
$4.48M
NYLIM
127
New York Life Investment Management
New York
$4.47M -$16M -295,785 -76%
JIP
128
Jaffetilchin Investment Partners
Florida
$4.25M +$3.46K +64 +0.1%
BEC
129
Blue Edge Capital
Virginia
$4.23M +$99.7K +1,844 +2%
RJFSA
130
Raymond James Financial Services Advisors
Florida
$4.17M +$2.12M +39,136 +84%
Stifel Financial
131
Stifel Financial
Missouri
$4.1M -$263K -4,860 -5%
FAAS
132
First Allied Advisory Services
California
$4.03M -$15.2M -280,777 -77%
AHS
133
Aspiriant Holdings S3
California
$3.99M +$86.8K +1,605 +2%
EGA
134
E&G Advisors
Texas
$3.97M +$149K +2,750 +3%
BFA
135
Beaumont Financial Advisors
Massachusetts
$3.95M
SFPIA
136
Stevens First Principles Investment Advisors
California
$3.87M -$5.41K -100 -0.1%
HWA
137
Heritage Wealth Advisors
Virginia
$3.82M +$82.1K +1,519 +2%
LTFS
138
Ladenburg Thalmann Financial Services
Florida
$3.76M -$4.08M -75,446 -49%
GAM
139
Gemmer Asset Management
California
$3.76M -$316K -5,835 -7%
POA
140
Pergamon Offshore Advisors
New York
$3.66M
Comerica Bank
141
Comerica Bank
Texas
$3.58M +$3.98M +73,511 New
EAMA
142
EFG Asset Management (Americas)
Florida
$3.45M +$918K +16,982 +32%
BFS
143
Bradley Foster & Sargent
Connecticut
$3.42M +$197K +3,640 +5%
NFG
144
NewFocus Financial Group
Washington
$3.38M +$1.26M +23,268 +50%
BPCE
145
Bank Pictet & Cie (Europe)
Germany
$3.37M +$3.74M +69,200 New
CCT
146
Country Club Trust
Missouri
$3.34M -$15.3K -283 -0.4%
BS
147
Bessemer Securities
New York
$3.32M
CC
148
Chanos & Company
New York
$3.31M +$339K +6,274 +10%
Millennium Management
149
Millennium Management
New York
$3.29M +$1.43M +26,432 +64%
Cambridge Investment Research Advisors
150
Cambridge Investment Research Advisors
Iowa
$3.21M +$344K +6,369 +11%

DXJ Hedge Fund Activity: Q3 2015 in Review

356 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q3 2015, worth a combined $14.2B — up 34% from $10.6B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of DXJ and 44 opened new positions — a net loss of 24 holders — while 130 trimmed existing stakes and 138 added.

The largest buyer was JP Morgan Chase, adding an estimated $583M. The largest seller was Bessemer Group, cutting an estimated $277M.

  • 356 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q3 2015, down from 381 in Q2 2015.
  • Funds reported $14.2B of WisdomTree Japan Hedged Equity Fund stock for Q3 2015, up 34% quarter-over-quarter.
  • 44 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q3 2015 and 68 closed out, a net change of -24 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q3 2015 was JP Morgan Chase, an estimated $583M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q3 2015 was Bessemer Group, an estimated $277M sold.

Based on aggregated 13F filings for Q3 2015.