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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
Northern Trust
126
Northern Trust
Illinois
$2.25M +$1.51M +29,687 +201%
SWP
127
Stratos Wealth Partners
Ohio
$2.25M +$2.26M +44,367 New
Mariner
128
Mariner
Kansas
$2.23M -$181K -3,555 -7%
CIAS
129
Capital Investment Advisory Services
North Carolina
$2.19M -$62.3K -1,223 -3%
HH
130
Hilltop Holdings
Texas
$2.17M +$5.76K +113 +0.3%
P
131
PhaseCapital
New York
$2.17M +$2.18M +42,800 New
CLOS
132
Compagnie Lombard Odier SCmA
Switzerland
$2.17M -$922K -18,100 -30%
CCT
133
Country Club Trust
Missouri
$2.16M -$470K -9,215 -18%
NVCHI
134
New Vernon Capital Holdings II
New Jersey
$2.15M +$1.93M +37,800 +798%
FFM
135
Fullerton Fund Management
Singapore
$2.15M +$2.16M +42,418 New
GAM
136
Gemmer Asset Management
California
$2.05M -$206K -4,041 -9%
MHS
137
M Holdings Securities
Oregon
$2M +$2.04K +40 +0.1%
FA
138
Financial Advantage
Maryland
$1.81M +$193K +3,785 +12%
GG
139
Gofen & Glossberg
Illinois
$1.75M +$122K +2,400 +7%
IG
140
ING Group
Netherlands
$1.71M +$1.73M +33,850 New
RCP
141
Rothschild Capital Partners
New York
$1.69M -$1.98M -38,870 -54%
HB
142
Homrich & Berg
Georgia
$1.66M +$4.43K +87 +0.3%
IUHSA
143
Itau Unibanco Holding S.A.
Brazil
$1.65M -$280K -5,488 -14%
Wolverine Trading
144
Wolverine Trading
Illinois
$1.61M +$1.02M +19,923 +175%
CHAM
145
Clear Harbor Asset Management
Connecticut
$1.57M -$729K -14,307 -32%
William Blair & Company
146
William Blair & Company
Illinois
$1.56M -$159K -3,119 -9%
BFS
147
Bradley Foster & Sargent
Connecticut
$1.54M +$1.28M +25,101 +479%
MWVC
148
Morgens Waterfall Vintiadis & Co
New York
$1.52M -$1.53M -30,000 -50%
NFG
149
Next Financial Group
Texas
$1.48M -$23.5K -461 -2%
HTC
150
Haverford Trust Company
Pennsylvania
$1.46M -$37.3K -731 -2%

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.