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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
SFPIA
151
Stevens First Principles Investment Advisors
California
$4.55M -$172K -2,970 -4%
JPC
152
Jabodon PT Co
Nevada
$4.53M
IPC
153
Independent Portfolio Consultants
Florida
$4.53M +$738K +12,736 +19%
EGA
154
E&G Advisors
Texas
$4.5M +$841K +14,501 +23%
HWA
155
Heritage Wealth Advisors
Virginia
$4.4M +$88.2K +1,521 +2%
CC
156
Callan Capital
California
$4.37M -$340K -5,857 -7%
CCM
157
Condor Capital Management
New Jersey
$4.35M +$1.81M +31,168 +70%
POA
158
Pergamon Offshore Advisors
New York
$4.31M
BCM
159
BlueCrest Capital Management
Jersey
$4.29M +$4.35M +75,000 New
Commonwealth Equity Services
160
Commonwealth Equity Services
Massachusetts
$4.25M +$159K +2,748 +4%
UCFA
161
United Capital Financial Advisors
Texas
$4.18M +$3.84M +66,254 +968%
NVCHI
162
New Vernon Capital Holdings II
New Jersey
$4M +$4.06M +69,945 New
BFA
163
Beaumont Financial Advisors
Massachusetts
$3.95M -$9.58M -165,149 -70%
CCT
164
Country Club Trust
Missouri
$3.94M -$163K -2,808 -4%
BS
165
Bessemer Securities
New York
$3.9M +$3.96M +68,225 New
EVM
166
Eaton Vance Management
Massachusetts
$3.86M -$17.6K -303 -0.4%
BFS
167
Bradley Foster & Sargent
Connecticut
$3.81M +$1.84M +31,730 +91%
KIM
168
Karpus Investment Management
New York
$3.79M -$346K -5,975 -8%
MLL
169
Moody Lynn & Lieberson
Massachusetts
$3.73M -$1.92M -33,198 -34%
MP
170
Manifold Partners
California
$3.68M +$1.83M +31,593 +96%
CC
171
Chanos & Company
New York
$3.53M +$145K +2,494 +4%
HB
172
Homrich & Berg
Georgia
$3.42M +$1.03M +17,780 +42%
Cambridge Investment Research Advisors
173
Cambridge Investment Research Advisors
Iowa
$3.4M -$1.44M -24,818 -29%
FMP
174
Financial Management Professionals
Texas
$3.38M +$3.43M +59,143 New
MCM
175
McMillion Capital Management
North Carolina
$3.33M -$166K -2,867 -5%

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.