We are live on ! Find out more
DXJ icon

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
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$878K +$55.9K +1,096 +7%
KCM
177
Kanawha Capital Management
Virginia
$870K +$17.3K +340 +2%
FPCM
178
Financial Partners Capital Management
New York
$858K +$863K +16,940 New
PAG
179
Private Advisor Group
New Jersey
$832K -$327K -6,426 -28%
FAAS
180
First Allied Advisory Services
California
$824K -$489K -9,598 -37%
MC
181
Moors & Cabot
Massachusetts
$823K +$38.8K +761 +5%
Manulife (Manufacturers Life Insurance)
182
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$814K -$19.7M -386,673 -96%
UBV
183
United Bank (Virginia)
Virginia
$798K
EA
184
Edge Advisors
Georgia
$762K -$3.57K -70 -0.5%
FMP
185
Financial Management Professionals
Texas
$758K +$764K +14,996 New
ID
186
Integral Derivatives
New York
$753K +$213K +4,178 +39%
AC
187
Abbrea Capital
California
$734K +$739K +14,499 New
Millennium Management
188
Millennium Management
New York
$733K +$11.4K +224 +2%
WCM
189
Wunderlich Capital Managemnt
Tennessee
$718K +$187K +3,663 +35%
HCA
190
Harbour Capital Advisors
Virginia
$717K +$722K +14,174 New
US Bancorp
191
US Bancorp
Minnesota
$713K +$20K +392 +3%
EWM
192
Edge Wealth Management
New York
$703K -$5.1K -100 -0.7%
OC
193
Oarsman Capital
Wisconsin
$699K +$35.6K +698 +5%
ASN
194
Advisory Services Network
Georgia
$664K +$669K +13,125 New
AG
195
Advisor Group
Arizona
$653K +$79.3K +1,556 +14%
TWMH
196
Tiedemann Wealth Management Holdings
New York
$648K
UBS AM
197
UBS AM
Illinois
$646K +$650K +12,756 New
Creative Planning
198
Creative Planning
Kansas
$610K -$372K -7,303 -38%
SAM
199
Solaris Asset Management
New York
$596K +$33.4K +655 +6%
HIC
200
Holderness Investments Company
North Carolina
$595K -$2.9K -57 -0.5%

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.