We are live on ! Find out more
DXJ icon

WisdomTree Japan Hedged Equity Fund

308 hedge funds and large institutions have $4.2B invested in WisdomTree Japan Hedged Equity Fund in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

0.85% more ownership

Funds ownership: 50.25%51.1% (+0.85%)

1% more funds holding

Funds holding: 306308 (+2)

1% more capital invested

Capital invested by funds: $4.18B → $4.2B (+$24.4M)

3% less call options, than puts

Call options by funds: $396M | Put options by funds: $410M

7% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 112

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

Holders
308
Holders Change
+2
Holders Change %
+0.65%
% of All Funds
7.68%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.8%
New
39
Increased
104
Reduced
112
Closed
33
Calls
$396M
Puts
$410M
Net Calls
-$13.7M
Net Calls Change
-$40.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$787M +$5.76M +109,717 +0.8%
Bank of America
2
Bank of America
North Carolina
$573M -$72.6M -1,382,845 -12%
Goldman Sachs
3
Goldman Sachs
New York
$290M -$63.6M -1,212,428 -19%
JCM
4
Janney Capital Management
Pennsylvania
$132M +$29.2M +557,474 +30%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$121M -$4.57M -87,062 -4%
UBS Group
6
UBS Group
Switzerland
$110M -$5.24M -99,921 -5%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$98.5M
ERSOT
8
Employees Retirement System of Texas
Texas
$97.3M
S
9
SignatureFD
Georgia
$85.3M +$101K +1,930 +0.1%
Wells Fargo
10
Wells Fargo
California
$84.8M -$1.13M -21,538 -1%
LMGAM
11
Liberty Mutual Group Asset Management
Massachusetts
$74.1M -$23.7M -451,358 -25%
QIM
12
Quantitative Investment Management
Virginia
$61.9M +$45M +858,200 +314%
SEI Investments
13
SEI Investments
Pennsylvania
$61.8M +$18.4M +351,459 +45%
IUHSA
14
Itau Unibanco Holding S.A.
Brazil
$55.3M -$7.32M -139,580 -12%
SCM
15
SCS Capital Management
Massachusetts
$53.8M +$23M +438,898 +81%
TA
16
Teachers Advisors
New York
$53M -$17M -323,135 -25%
JP Morgan Chase
17
JP Morgan Chase
New York
$52.5M +$5.7M +108,612 +13%
BlackRock
18
BlackRock
New York
$52M +$25.5M +485,620 +105%
CHP
19
Castle Hook Partners
New York
$50.6M +$48.5M +924,399 New
Citigroup
20
Citigroup
New York
$49.2M +$25.1M +478,960 +114%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$43.1M +$12.1M +230,903 +41%
CIA
22
Choate Investment Advisors
Massachusetts
$40.7M +$8.65M +164,923 +28%
USAA
23
United Services Automobile Association
Texas
$39.1M -$16.6M -317,014 -31%
T2I
24
Turim 21 Investimentos
Brazil
$39M +$35.5M +676,927 New
Ameriprise
25
Ameriprise
Minnesota
$37.3M +$32.8M +624,679 +1,076%

DXJ Hedge Fund Activity: Q3 2017 in Review

308 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q3 2017, worth a combined $4.2B — up 0.58% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DXJ positions and 33 closed out — a net gain of 6 holders — while 104 added to existing stakes and 112 trimmed.

The largest buyer was Castle Hook Partners, opening a new position worth an estimated $48.5M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $142M sold.

  • 308 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q3 2017, up from 306 in Q2 2017.
  • Funds reported $4.2B of WisdomTree Japan Hedged Equity Fund stock for Q3 2017, up 0.58% quarter-over-quarter.
  • 39 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q3 2017 and 33 closed out, a net change of +6 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q3 2017 was Castle Hook Partners, an estimated $48.5M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q3 2017 was Charles Schwab Investment Advisory, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2017.