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WisdomTree Japan Hedged Equity Fund

271 hedge funds and large institutions have $1.29B invested in WisdomTree Japan Hedged Equity Fund in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 55 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $80.4M | Put options by funds: $30.3M

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

1% more funds holding

Funds holding: 269271 (+2)

1.88% less ownership

Funds ownership: 40.92%39.04% (-1.9%)

19% less capital invested

Capital invested by funds: $1.59B → $1.29B (-$297M)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

49% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 107

Holders
271
Holders Change
+2
Holders Change %
+0.74%
% of All Funds
5.87%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.22%
New
37
Increased
55
Reduced
107
Closed
34
Calls
$80.4M
Puts
$30.3M
Net Calls
+$50.1M
Net Calls Change
+$80.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$198M -$38.7M -777,218 -17%
Bank of America
2
Bank of America
North Carolina
$177M -$50.3M -1,008,922 -22%
Goldman Sachs
3
Goldman Sachs
New York
$158M -$19.9M -398,692 -11%
IUHSA
4
Itau Unibanco Holding S.A.
Brazil
$69.6M
UBS Group
5
UBS Group
Switzerland
$47.7M -$6.1M -122,415 -11%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$36.5M -$4.1M -82,213 -10%
Wells Fargo
7
Wells Fargo
California
$30.3M -$6.57M -131,928 -18%
SCM
8
SCS Capital Management
Massachusetts
$26.6M +$3.41M +68,358 +15%
SB
9
Suntrust Banks
Georgia
$23.8M +$7.5M +150,526 +47%
HC
10
Hamilton Capital
Ohio
$18.8M +$43K +863 +0.2%
PVH
11
Psagot Value Holdings
Israel
$18M -$4.06M -81,445 -19%
HighTower Advisors
12
HighTower Advisors
Illinois
$16.5M +$7.51M +150,651 +86%
HSBC Holdings
13
HSBC Holdings
United Kingdom
$15.9M -$12.4M -249,322 -44%
JPC
14
Jabodon PT Co
Nevada
$15.3M -$979K -19,650 -6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$15.2M -$35.1M -704,168 -70%
CCA
16
Clearwater Capital Advisors
Illinois
$15M -$2.36M -47,302 -14%
RWM
17
Ritholtz Wealth Management
New York
$14.7M +$5.19M +104,085 +56%
BIA
18
Barry Investment Advisors
Massachusetts
$14.2M -$474K -9,509 -3%
Franklin Resources
19
Franklin Resources
California
$14M
Deutsche Bank
20
Deutsche Bank
Germany
$13.4M -$5.54M -111,135 -30%
Barclays
21
Barclays
United Kingdom
$11.8M +$10.2M +204,069 +687%
JP Morgan Chase
22
JP Morgan Chase
New York
$11.7M +$3.84M +76,972 +50%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$11.7M -$2.67M -53,499 -19%
PCIG
24
Partners Capital Investment Group
Massachusetts
$11.7M -$953K -19,121 -8%
Citadel Advisors
25
Citadel Advisors
Florida
$10.3M +$6.85M +137,454 +207%

DXJ Hedge Fund Activity: Q1 2019 in Review

271 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q1 2019, worth a combined $1.29B — down 19% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DXJ positions and 34 closed out — a net gain of 3 holders — while 55 added to existing stakes and 107 trimmed.

The largest buyer was Barclays, adding an estimated $10.2M. The largest seller was SignatureFD, cutting an estimated $56.2M.

  • 271 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q1 2019, up from 269 in Q4 2018.
  • Funds reported $1.29B of WisdomTree Japan Hedged Equity Fund stock for Q1 2019, down 19% quarter-over-quarter.
  • 37 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q1 2019 and 34 closed out, a net change of +3 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q1 2019 was Barclays, an estimated $10.2M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q1 2019 was SignatureFD, an estimated $56.2M sold.

Based on aggregated 13F filings for Q1 2019.