We are live on ! Find out more
DXJ icon

WisdomTree Japan Hedged Equity Fund
DXJ

308 hedge funds and large institutions have $4.2B invested in WisdomTree Japan Hedged Equity Fund in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

0.85% more ownership

Funds ownership: 50.25% → 51.1% (+0.85%)

1% more funds holding

Funds holding: 306 → 308 (+2)

1% more capital invested

Capital invested by funds: $4.18B → $4.2B (+$24.4M)

3% less call options, than puts

Call options by funds: $396M | Put options by funds: $410M

7% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 112

6% less funds holding in top 10

Funds holding in top 10: 34 → 32 (-2)

Holders
308
Holders Change
+2
Holders Change %
+0.65%
% of All Funds
7.68%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.8%
New
39
Increased
104
Reduced
112
Closed
33
Calls
$396M
Puts
$410M
Net Calls
-$13.7M
Net Calls Change
-$40.1M

Top Buyers

1
CHP
Castle Hook Partners
New York
+$48.5M
2
QIM
Quantitative Investment Management
Virginia
+$45M
3
Ameriprise
Ameriprise
Minnesota
+$32.8M
4
JCM
Janney Capital Management
Pennsylvania
+$29.2M
5
BlackRock
BlackRock
New York
+$25.5M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$142M
2
Bank of America
Bank of America
North Carolina
-$72.6M
3
Goldman Sachs
Goldman Sachs
New York
-$63.6M
4
RMPT
Raytheon Master Pension Trust
Massachusetts
-$43.5M
5
Bessemer Group
Bessemer Group
New Jersey
-$40.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
126
Financial Advantage
Maryland
$2.08M +$53.4K +1,017 +3%
BFS
127
Bradley Foster & Sargent
Connecticut
$2.03M +$348K +6,635 +22%
CLOS
128
Compagnie Lombard Odier SCmA
Switzerland
$1.98M -$333K -6,350 -15%
CHAM
129
Clear Harbor Asset Management
Connecticut
$1.97M -$2.89K -55 -0.2%
BCA
130
Benchmark Capital Advisors
New York
$1.95M -$131K -2,500 -7%
GA
131
GFS Advisors
Texas
$1.88M – – –
FPCM
132
Financial Partners Capital Management
New York
$1.81M +$512K +9,750 +42%
HB
133
Homrich & Berg
Georgia
$1.8M +$7.24K +138 +0.4%
Capital Fund Management (CFM)
134
Capital Fund Management (CFM)
France
$1.75M +$1.68M +32,078 New
AIIMS
135
Analyst IMS Investment Management Services
Israel
$1.57M – – –
NFG
136
Next Financial Group
Texas
$1.55M -$13.5K -258 -0.9%
Cambridge Investment Research Advisors
137
Cambridge Investment Research Advisors
Iowa
$1.54M +$344K +6,559 +30%
Cerity Partners
138
Cerity Partners
New York
$1.47M +$60.9K +1,161 +5%
RIL
139
Rothschild Investment LLC
Illinois
$1.45M -$2.33M -44,400 -63%
TSS
140
Two Sigma Securities
New York
$1.45M +$1.17M +22,380 +555%
EAMA
141
EFG Asset Management (Americas)
Florida
$1.41M +$42.6K +811 +3%
P
142
PhaseCapital
New York
$1.34M +$36.7K +700 +3%
IIA
143
IPG Investment Advisors
California
$1.33M +$231K +4,411 +22%
MIAN
144
Mariner Independent Advisor Network
Kansas
$1.33M -$17.9K -341 -1%
EVM
145
Eaton Vance Management
Massachusetts
$1.31M +$283K +5,390 +29%
EA
146
Edge Advisors
Georgia
$1.26M – – –
JG
147
Jefferies Group
New York
$1.23M +$11.5K +220 +1%
Millennium Management
148
Millennium Management
New York
$1.22M -$1.5M -28,596 -56%
LTFS
149
Ladenburg Thalmann Financial Services
Florida
$1.15M -$463K -8,824 -30%
SCA
150
Snowden Capital Advisors
New York
$1.14M +$1.09M +20,801 New
4 5
6
7 8

DXJ Hedge Fund Activity: Q3 2017 in Review

308 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q3 2017, worth a combined $4.2B — up 0.58% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DXJ positions and 33 closed out — a net gain of 6 holders — while 104 added to existing stakes and 112 trimmed.

The largest buyer was Castle Hook Partners, opening a new position worth an estimated $48.5M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $142M sold.

  • 308 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q3 2017, up from 306 in Q2 2017.
  • Funds reported $4.2B of WisdomTree Japan Hedged Equity Fund stock for Q3 2017, up 0.58% quarter-over-quarter.
  • 39 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q3 2017 and 33 closed out, a net change of +6 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q3 2017 was Castle Hook Partners, an estimated $48.5M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q3 2017 was Charles Schwab Investment Advisory, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2017.