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WisdomTree Japan Hedged Equity Fund

288 hedge funds and large institutions have $6.03B invested in WisdomTree Japan Hedged Equity Fund in 2014 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 78 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 29

57% more funds holding in top 10

Funds holding in top 10: 2336 (+13)

40% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 78

7% more funds holding

Funds holding: 268288 (+20)

2% more capital invested

Capital invested by funds: $5.91B → $6.03B (+$114M)

0.49% less ownership

Funds ownership: 55.82%55.33% (-0.49%)

33% less call options, than puts

Call options by funds: $650M | Put options by funds: $973M

Holders
288
Holders Change
+20
Holders Change %
+7.46%
% of All Funds
8.36%
Holding in Top 10
36
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+56.52%
% of All Funds
1.04%
New
50
Increased
109
Reduced
78
Closed
29
Calls
$650M
Puts
$973M
Net Calls
-$322M
Net Calls Change
-$803M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.01B +$57.6M +1,142,764 +6%
Bank of America
2
Bank of America
North Carolina
$819M -$22.1M -439,674 -3%
Goldman Sachs
3
Goldman Sachs
New York
$405M +$83.2M +1,651,779 +27%
Bessemer Group
4
Bessemer Group
New Jersey
$324M +$201M +4,000,000 +183%
U
5
UBS
Switzerland
$258M +$20.5M +406,744 +9%
Deutsche Bank
6
Deutsche Bank
Germany
$180M -$17.4M -344,928 -9%
Wells Fargo
7
Wells Fargo
California
$143M +$4.07M +80,724 +3%
RIG
8
RiverFront Investment Group
Virginia
$138M +$2.57M +51,086 +2%
Franklin Resources
9
Franklin Resources
California
$115M +$4.74K +94 +0%
IL
10
Investure LLC
Virginia
$110M
PVH
11
Psagot Value Holdings
Israel
$105M -$59.1M -1,172,880 -37%
EPCM
12
Eton Park Capital Management
New York
$105M +$101M +2,000,000 New
CS
13
Credit Suisse
Switzerland
$96M +$23M +457,302 +33%
TT
14
Tiedemann Trust
Delaware
$95M +$3.27M +64,837 +4%
SB
15
Suntrust Banks
Georgia
$93.9M -$14.1M -280,763 -14%
CWA
16
Constellation Wealth Advisors
New York
$88.9M +$1.19M +23,645 +1%
LPL Financial
17
LPL Financial
California
$86.5M +$25M +496,211 +41%
MAA
18
Managed Account Advisors
New Jersey
$84.6M +$33.2M +659,676 +69%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$81.3M +$3.53M +70,001 +5%
BC
20
Brinker Capital
Pennsylvania
$76.7M +$22.6M +448,253 +44%
LMGAM
21
Liberty Mutual Group Asset Management
Massachusetts
$74.5M +$71.7M +1,424,230 New
JP Morgan Chase
22
JP Morgan Chase
New York
$72.8M +$24.5M +486,433 +54%
PPFA
23
Provida Pension Fund Administrator
Chile
$69M -$44.9M -892,189 -40%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$60.8M -$177M -3,508,714 -75%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$57.3M +$3.11M +61,798 +6%

DXJ Hedge Fund Activity: Q3 2014 in Review

288 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q3 2014, worth a combined $6.03B — up 1.9% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new DXJ positions and 29 closed out — a net gain of 21 holders — while 109 added to existing stakes and 78 trimmed.

The largest buyer was Bessemer Group, adding an estimated $201M. The largest seller was Windhaven Investment Management, exiting entirely with an estimated $607M sold.

  • 288 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q3 2014, up from 268 in Q2 2014.
  • Funds reported $6.03B of WisdomTree Japan Hedged Equity Fund stock for Q3 2014, up 1.9% quarter-over-quarter.
  • 50 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q3 2014 and 29 closed out, a net change of +21 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q3 2014 was Bessemer Group, an estimated $201M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q3 2014 was Windhaven Investment Management, an estimated $607M sold.

Based on aggregated 13F filings for Q3 2014.