WisdomTree Japan Hedged Equity Fund
300 hedge funds and large institutions have $5.19B invested in WisdomTree Japan Hedged Equity Fund in 2016 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 76 increasing their positions, 150 reducing their positions, and 80 closing their positions.
9% less call options, than puts
Call options by funds: $415M | Put options by funds: $455M
8.74% less ownership
Funds ownership: 60.43% → 51.69% (-8.7%)
16% less funds holding
Funds holding: 358 → 300 (-58)
41% less funds holding in top 10
Funds holding in top 10: 61 → 36 (-25)
42% less capital invested
Capital invested by funds: $8.93B → $5.19B (-$3.74B)
49% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 150
68% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$23.1M |
| 2 |
Citigroup
New York
|
+$21.9M |
| 3 |
SFM
Signature Financial Management
Norfolk,
Virginia
|
+$21.9M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$14M |
| 5 |
S
SignatureFD
Atlanta,
Georgia
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$401M |
| 2 |
Morgan Stanley
New York
|
-$306M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$220M |
| 4 |
State Street
Boston,
Massachusetts
|
-$158M |
| 5 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$157M |
DXJ Hedge Fund Activity: Q1 2016 in Review
300 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q1 2016, worth a combined $5.19B — down 42% from $8.93B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of DXJ and 26 opened new positions — a net loss of 54 holders — while 150 trimmed existing stakes and 76 added.
The largest buyer was Bank of Montreal, adding an estimated $23.1M. The largest seller was Bank of America, cutting an estimated $401M.
- 300 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q1 2016, down from 358 in Q4 2015.
- Funds reported $5.19B of WisdomTree Japan Hedged Equity Fund stock for Q1 2016, down 42% quarter-over-quarter.
- 26 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q1 2016 and 80 closed out, a net change of -54 holders.
- The largest WisdomTree Japan Hedged Equity Fund buyer in Q1 2016 was Bank of Montreal, an estimated $23.1M added.
- The largest WisdomTree Japan Hedged Equity Fund seller in Q1 2016 was Bank of America, an estimated $401M sold.
Based on aggregated 13F filings for Q1 2016.