WisdomTree Japan Hedged Equity Fund
319 hedge funds and large institutions have $6.2B invested in WisdomTree Japan Hedged Equity Fund in 2013 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 124 increasing their positions, 80 reducing their positions, and 40 closing their positions.
115% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 40
55% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 80
16% more funds holding
Funds holding: 275 → 319 (+44)
11% more funds holding in top 10
Funds holding in top 10: 36 → 40 (+4)
3.16% more ownership
Funds ownership: 54.43% → 57.58% (+3.2%)
6% less call options, than puts
Call options by funds: $562M | Put options by funds: $601M
38% less capital invested
Capital invested by funds: $10B → $6.2B (-$3.85B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$172M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$159M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$141M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$45.5M |
| 5 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$33.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$100M |
| 2 |
GFM
Gramercy Funds Management
Greenwich,
Connecticut
|
-$45.3M |
| 3 |
SFM
Soros Fund Management
New York
|
-$38.3M |
| 4 |
Lazard Asset Management
New York
|
-$31.6M |
| 5 |
BCMU
BlueCrest Capital Management (UK)
St. Peter Port,
Guernsey
|
-$20.4M |
DXJ Hedge Fund Activity: Q4 2013 in Review
319 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q4 2013, worth a combined $6.2B — down 38% from $10B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new DXJ positions and 40 closed out — a net gain of 46 holders — while 124 added to existing stakes and 80 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $172M. The largest seller was Fidelity Investments, cutting an estimated $100M.
- 319 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q4 2013, up from 275 in Q3 2013.
- Funds reported $6.2B of WisdomTree Japan Hedged Equity Fund stock for Q4 2013, down 38% quarter-over-quarter.
- 86 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q4 2013 and 40 closed out, a net change of +46 holders.
- The largest WisdomTree Japan Hedged Equity Fund buyer in Q4 2013 was Morgan Stanley, an estimated $172M added.
- The largest WisdomTree Japan Hedged Equity Fund seller in Q4 2013 was Fidelity Investments, an estimated $100M sold.
Based on aggregated 13F filings for Q4 2013.