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WisdomTree Japan Hedged Equity Fund

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: 306308 (+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: 3432 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
151
Brinker Capital Investments
Pennsylvania
$1.13M -$128K -2,435 -11%
William Blair & Company
152
William Blair & Company
Illinois
$1.11M -$641K -12,218 -38%
WMSA
153
Weiss Multi-Strategy Advisers
New York
$1.1M -$2.53M -48,278 -71%
SCI
154
S&CO Inc
Massachusetts
$1.09M
CG
155
Caprock Group
Idaho
$1.01M
CGH
156
Crossmark Global Holdings
Texas
$989K +$948K +18,074 New
CGA
157
Crescent Grove Advisors
Illinois
$974K
AC
158
Abbrea Capital
California
$973K +$98.4K +1,876 +12%
MC
159
Moors & Cabot
Massachusetts
$972K -$1.89K -36 -0.2%
VF
160
Virtu Financial
New York
$972K +$932K +17,766 New
KCM
161
Kanawha Capital Management
Virginia
$892K +$3.94K +75 +0.5%
PAS
162
Partnervest Advisory Services
California
$887K -$97.4K -1,856 -10%
AG
163
Advisor Group
Arizona
$877K +$210K +3,999 +33%
MWVC
164
Morgens Waterfall Vintiadis & Co
New York
$875K -$210K -4,000 -20%
Stifel Financial
165
Stifel Financial
Missouri
$858K -$105K -1,993 -11%
ACM
166
Avalon Capital Management
California
$838K +$804K +15,319 New
PAG
167
Private Advisor Group
New Jersey
$813K -$33.9K -647 -4%
OC
168
Oarsman Capital
Wisconsin
$783K +$9.97K +190 +1%
IAA
169
Ironsides Asset Advisors
North Carolina
$780K
WCM
170
Wunderlich Capital Managemnt
Tennessee
$775K -$78.1K -1,489 -10%
EWM
171
Edge Wealth Management
New York
$762K
SAM
172
Solaris Asset Management
New York
$755K +$53.3K +1,015 +8%
HCA
173
Harbour Capital Advisors
Virginia
$751K -$10.5K -200 -1%
M&T Bank
174
M&T Bank
New York
$750K -$182K -3,470 -20%
Bessemer Group
175
Bessemer Group
New Jersey
$690K -$40.9M -779,760 -98%

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.