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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
IP
151
Intellectus Partners
California
$1.46M +$484K +9,500 +49%
AIIMS
152
Analyst IMS Investment Management Services
Israel
$1.45M
EVM
153
Eaton Vance Management
Massachusetts
$1.44M -$1.11M -21,877 -44%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$1.43M +$3.82K +75 +0.3%
RCA
155
Rex Capital Advisors
Rhode Island
$1.34M
CCMG
156
Clark Capital Management Group
Pennsylvania
$1.34M -$5.62M -110,314 -81%
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$1.28M +$932K +18,289 +259%
BPCE
158
Bank Pictet & Cie (Europe)
Germany
$1.25M +$1.26M +24,778 New
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$1.23M -$40.8M -799,845 -97%
M&T Bank
160
M&T Bank
New York
$1.2M -$888K -17,417 -42%
RJFSA
161
Raymond James Financial Services Advisors
Florida
$1.18M -$92.3K -1,812 -7%
BCI
162
Brinker Capital Investments
Pennsylvania
$1.18M -$1.44M -28,170 -55%
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$1.16M -$1.99K -39 -0.2%
IIA
164
IPG Investment Advisors
California
$1.14M -$344K -6,745 -23%
SF
165
Synovus Financial
Georgia
$1.12M -$162K -3,185 -13%
MAM
166
Marquette Asset Management
Minnesota
$1.06M
NEI
167
Northwest & Ethical Investments
Ontario, Canada
$1.04M -$734K -14,400 -41%
EAMA
168
EFG Asset Management (Americas)
Florida
$1.04M -$95.7K -1,877 -8%
SCI
169
S&CO Inc
Massachusetts
$1.01M
BTIS
170
BB&T Investment Services
North Carolina
$1.01M +$710K +13,936 +247%
PAS
171
Partnervest Advisory Services
California
$962K +$54.9K +1,077 +6%
VWM
172
Venturi Wealth Management
Texas
$951K +$519K +10,185 +106%
SCM
173
Stuyvesant Capital Management
New York
$945K
CWM
174
Concert Wealth Management
California
$933K -$31.5K -619 -3%
AB
175
AT Bancorp
Iowa
$931K -$391K -7,678 -29%

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.