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WisdomTree Japan Hedged Equity Fund

357 hedge funds and large institutions have $9.95B invested in WisdomTree Japan Hedged Equity Fund in 2015 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 168 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 84

76% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 37

26% more call options, than puts

Call options by funds: $1.07B | Put options by funds: $850M

9% more funds holding in top 10

Funds holding in top 10: 5661 (+5)

8% more funds holding

Funds holding: 331357 (+26)

1.2% more ownership

Funds ownership: 61.24%62.44% (+1.2%)

24% less capital invested

Capital invested by funds: $13.1B → $9.95B (-$3.16B)

Holders
357
Holders Change
+26
Holders Change %
+7.85%
% of All Funds
9.51%
Holding in Top 10
61
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.93%
% of All Funds
1.63%
New
65
Increased
168
Reduced
84
Closed
37
Calls
$1.07B
Puts
$850M
Net Calls
+$223M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.54B +$298M +5,713,339 +26%
Bank of America
2
Bank of America
North Carolina
$1.03B +$400M +7,673,995 +70%
Goldman Sachs
3
Goldman Sachs
New York
$738M +$139M +2,668,904 +25%
WIM
4
Windhaven Investment Management
Massachusetts
$498M +$471M +9,042,323 New
Franklin Resources
5
Franklin Resources
California
$366M -$77.9M -1,495,142 -18%
ERSOT
6
Employees Retirement System of Texas
Texas
$315M +$182M +3,500,000 +158%
Bessemer Group
7
Bessemer Group
New Jersey
$286M +$21.9M +420,100 +9%
UBS Group
8
UBS Group
Switzerland
$267M +$302K +5,798 +0.1%
CI
9
Clal Insurance
Israel
$259M +$9.95M +191,112 +4%
MAA
10
Managed Account Advisors
New Jersey
$216M +$79.4M +1,524,829 +64%
Wells Fargo
11
Wells Fargo
California
$208M -$13.3M -255,095 -6%
RIG
12
RiverFront Investment Group
Virginia
$197M +$2.85M +54,721 +2%
State Street
13
State Street
Massachusetts
$184M +$170M +3,266,184 +4,501%
CS
14
Credit Suisse
Switzerland
$162M +$7.16M +137,529 +5%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$147M -$3.52M -67,578 -2%
PVH
16
Psagot Value Holdings
Israel
$140M +$5.86M +112,489 +5%
LMGAM
17
Liberty Mutual Group Asset Management
Massachusetts
$124M +$6.23M +119,682 +6%
IL
18
Investure LLC
Virginia
$116M
BTS
19
BB&T Securities
Virginia
$115M +$1.4M +26,962 +15%
SB
20
Suntrust Banks
Georgia
$90.5M -$263K -5,047 -0.3%
CWA
21
Constellation Wealth Advisors
New York
$89.2M +$25.3M +485,465 +43%
TT
22
Tiedemann Trust
Delaware
$87.5M -$18.9M -362,923 -19%
BL
23
Balentine LLC
Georgia
$86.7M +$81.9M +1,572,931 New
JP Morgan Chase
24
JP Morgan Chase
New York
$79.5M +$8.08M +155,175 +12%
JCM
25
Janney Capital Management
Pennsylvania
$77.4M +$62.2M +1,194,567 +570%