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WisdomTree Japan Hedged Equity Fund

268 hedge funds and large institutions have $5.91B invested in WisdomTree Japan Hedged Equity Fund in 2014 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 97 increasing their positions, 104 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $1.04B | Put options by funds: $556M

7% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 104

1.03% less ownership

Funds ownership: 56.85%55.82% (-1%)

9% less funds holding

Funds holding: 294268 (-26)

10% less capital invested

Capital invested by funds: $6.59B → $5.91B (-$679M)

28% less funds holding in top 10

Funds holding in top 10: 3223 (-9)

46% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 54

Holders
268
Holders Change
-26
Holders Change %
-8.84%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-28.13%
% of All Funds
0.66%
New
29
Increased
97
Reduced
104
Closed
54
Calls
$1.04B
Puts
$556M
Net Calls
+$481M
Net Calls Change
+$317M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
201
Neuberger Berman Group
New York
$301K -$332K -7,008 -54%
First Manhattan
202
First Manhattan
New York
$296K -$14.2K -300 -5%
MC
203
Mathes Company
New York
$294K -$2.37K -50 -0.8%
CA
204
Commerzbank Aktiengesellschaft
Germany
$292K -$135K -2,843 -32%
HB
205
Homrich & Berg
Georgia
$292K -$3.46K -73 -1%
VFS
206
VSR Financial Services
Kansas
$288K -$21.6K -457 -7%
CNB
207
City National Bank
California
$287K +$43.9K +928 +19%
1IA
208
1834 Investment Advisors
Wisconsin
$281K -$23.7K -500 -8%
WB
209
Webster Bank
Connecticut
$276K +$265K +5,598 New
MFBTD
210
MB Financial Bank - Trust Department
Illinois
$272K +$237K +5,000 +1,000%
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$266K -$595K -12,556 -70%
MRCM
212
M&R Capital Management
New Jersey
$266K +$3.31K +70 +1%
IC
213
InterOcean Capital
Illinois
$260K -$18.6K -393 -7%
BSW
214
Buckingham Strategic Wealth
Missouri
$254K +$244K +5,150 New
FWM
215
Focused Wealth Management
New York
$249K -$23.3K -491 -9%
DC
216
Davenport & Co
Virginia
$247K -$389K -8,223 -62%
Citadel Advisors
217
Citadel Advisors
Florida
$241K +$67.2K +1,420 +41%
MBT
218
Montecito Bank & Trust
California
$234K -$1.68M -35,549 -88%
PTC
219
Private Trust Company
Ohio
$234K +$131K +2,758 +139%
NFG
220
Nadler Financial Group
Illinois
$232K -$33.1K -700 -13%
Canada Life
221
Canada Life
Manitoba, Canada
$227K
AI
222
ArchPoint Investors
Florida
$220K
WT
223
Whittier Trust
California
$215K
PCM
224
Prelude Capital Management
New York
$197K
OIA
225
Optimum Investment Advisors
Illinois
$160K -$521 -11 -0.3%

DXJ Hedge Fund Activity: Q2 2014 in Review

268 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q2 2014, worth a combined $5.91B — down 10% from $6.59B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of DXJ and 29 opened new positions — a net loss of 25 holders — while 104 trimmed existing stakes and 97 added.

The largest buyer was Susquehanna International Group, adding an estimated $183M. The largest seller was Windhaven Investment Management, cutting an estimated $554M.

  • 268 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q2 2014, down from 294 in Q1 2014.
  • Funds reported $5.91B of WisdomTree Japan Hedged Equity Fund stock for Q2 2014, down 10% quarter-over-quarter.
  • 29 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q2 2014 and 54 closed out, a net change of -25 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q2 2014 was Susquehanna International Group, an estimated $183M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q2 2014 was Windhaven Investment Management, an estimated $554M sold.

Based on aggregated 13F filings for Q2 2014.