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WisdomTree Japan Hedged Equity Fund

357 hedge funds and large institutions have $13.8B invested in WisdomTree Japan Hedged Equity Fund in 2015 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 118 increasing their positions, 128 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $1.24B | Put options by funds: $674M

12% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 50

3% more funds holding in top 10

Funds holding in top 10: 5961 (+2)

0% more funds holding

Funds holding: 356357 (+1)

0.28% more ownership

Funds ownership: 60.18%60.46% (+0.28%)

3% less capital invested

Capital invested by funds: $14.2B → $13.8B (-$460M)

8% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 128

Holders
357
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
9.37%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
1.6%
New
56
Increased
118
Reduced
128
Closed
50
Calls
$1.24B
Puts
$674M
Net Calls
+$564M
Net Calls Change
-$782M
Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
201
Gerber Kawasaki Wealth & Investment Management
California
$1.23M +$1.31M +24,627 New
WTC
202
WhitTier Trust Company
Nevada
$1.23M
CHAM
203
Clear Harbor Asset Management
Connecticut
$1.18M -$51.4K -965 -4%
CF
204
CenterStar Fund
Illinois
$1.17M
BCM
205
Barometer Capital Management
Ontario, Canada
$1.16M +$261K +4,900 +27%
BG
206
Bahl & Gaynor
Ohio
$1.14M -$3.46K -65 -0.3%
EWM
207
Evercore Wealth Management
New York
$1.12M +$686K +12,886 +136%
EMA
208
Efficient Market Advisors
California
$1.11M +$1.18M +22,207 New
Federated Hermes
209
Federated Hermes
Pennsylvania
$1.1M
V
210
Veritable
Delaware
$1.05M +$111K +2,081 +11%
MAM
211
Marquette Asset Management
Minnesota
$1.05M
ICAS
212
Investors Capital Advisory Services
Massachusetts
$1.04M +$1.1M +20,747 New
SCI
213
S&CO Inc
Massachusetts
$1M
EWM
214
Edge Wealth Management
New York
$996K +$795K +14,933 +305%
FTUS
215
Flow Traders U.S.
New York
$960K -$451K -8,477 -31%
PAS
216
Partnervest Advisory Services
California
$956K +$1.02M +19,094 New
NFG
217
Next Financial Group
Texas
$951K +$364K +6,848 +56%
BFEC
218
Benjamin F. Edwards & Company
Missouri
$943K +$2.82K +53 +0.3%
HP
219
HT Partners
Connecticut
$917K +$1M +18,850 New
KC
220
Kingfisher Capital
North Carolina
$889K -$142K -2,667 -13%
KCM
221
Kanawha Capital Management
Virginia
$868K -$31.9K -600 -3%
BCA
222
Bray Capital Advisors
Florida
$868K +$273K +5,125 +42%
DMC
223
Drexel Morgan & Co
Pennsylvania
$868K +$479K +9,000 +108%
CA
224
Cetera Advisors
Colorado
$835K -$1.84M -34,590 -67%
AIC
225
Ayalon Insurance Company
Israel
$792K +$160K +3,000 +23%

DXJ Hedge Fund Activity: Q4 2015 in Review

357 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q4 2015, worth a combined $13.8B — down 3.2% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DXJ positions and 50 closed out — a net gain of 6 holders — while 118 added to existing stakes and 128 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $170M. The largest seller was Morgan Stanley, cutting an estimated $222M.

  • 357 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q4 2015, up from 356 in Q3 2015.
  • Funds reported $13.8B of WisdomTree Japan Hedged Equity Fund stock for Q4 2015, down 3.2% quarter-over-quarter.
  • 56 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q4 2015 and 50 closed out, a net change of +6 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q4 2015 was JP Morgan Chase, an estimated $170M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q4 2015 was Morgan Stanley, an estimated $222M sold.

Based on aggregated 13F filings for Q4 2015.