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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
AIP
201
Almanack Investment Partners
Pennsylvania
$593K +$212K +4,169 +55%
Capital Fund Management (CFM)
202
Capital Fund Management (CFM)
France
$585K +$589K +11,548 New
SSWM
203
Sheets Smith Wealth Management
North Carolina
$579K +$583K +11,440 New
NSIM
204
North Star Investment Management
Illinois
$577K +$22.2K +435 +4%
Stifel Financial
205
Stifel Financial
Missouri
$571K -$1.38M -27,150 -71%
Natixis Advisors
206
Natixis Advisors
Massachusetts
$571K -$92.3K -1,812 -14%
Allianz Asset Management
207
Allianz Asset Management
Germany
$567K -$2.52M -49,518 -82%
VKH
208
Virtu KCG Holdings
New York
$562K -$3.41M -66,874 -86%
UR
209
USCA RIA
Texas
$556K -$4.33K -85 -0.8%
CC
210
Cannell & Co
New York
$516K +$520K +10,200 New
First Manhattan
211
First Manhattan
New York
$475K +$11.2K +220 +2%
KAS
212
Kemnay Advisory Services
New York
$468K
BCA
213
Bray Capital Advisors
Florida
$465K
BFEC
214
Benjamin F. Edwards & Company
Missouri
$465K +$140K +2,745 +43%
IAA
215
Ironsides Asset Advisors
North Carolina
$458K -$2.15M -42,195 -82%
MIAN
216
Mariner Independent Advisor Network
Kansas
$444K -$643K -12,611 -70%
EWM
217
Evercore Wealth Management
New York
$443K +$148K +2,900 +50%
1GA
218
1st Global Advisors
Texas
$430K -$125K -2,445 -22%
FA
219
FDx Advisors
Illinois
$429K -$9.28K -182 -2%
CC
220
Callan Capital
California
$427K
WSCM
221
Wellington Shields Capital Management
New York
$405K +$408K +8,000 New
JG
222
Jefferies Group
New York
$401K -$5.33M -104,680 -93%
CIM
223
Cetera Investment Management
California
$400K -$119K -2,344 -23%
CT
224
Cambridge Trust
Massachusetts
$372K +$76.6K +1,503 +26%
SIA
225
SeaBridge Investment Advisors
New Jersey
$368K

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.