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WisdomTree Japan Hedged Equity Fund

237 hedge funds and large institutions have $1.04B invested in WisdomTree Japan Hedged Equity Fund in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 104 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.29% less ownership

Funds ownership: 39.04%35.74% (-3.3%)

13% less funds holding

Funds holding: 271237 (-34)

19% less capital invested

Capital invested by funds: $1.29B → $1.04B (-$249M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

37% less call options, than puts

Call options by funds: $35.4M | Put options by funds: $56.1M

51% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 104

64% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 50

Holders
237
Holders Change
-34
Holders Change %
-12.55%
% of All Funds
5.15%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
18
Increased
51
Reduced
104
Closed
50
Calls
$35.4M
Puts
$56.1M
Net Calls
-$20.6M
Net Calls Change
-$70.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$172M -$18.5M -371,716 -10%
Bank of America
2
Bank of America
North Carolina
$134M -$36.6M -734,686 -21%
Goldman Sachs
3
Goldman Sachs
New York
$79.7M -$73.8M -1,480,193 -47%
PVH
4
Psagot Value Holdings
Israel
$47.6M +$31M +622,272 +175%
UBS Group
5
UBS Group
Switzerland
$43M -$2.96M -59,341 -6%
HighTower Advisors
6
HighTower Advisors
Illinois
$33.5M +$18M +360,614 +110%
Jane Street
7
Jane Street
New York
$28.2M +$27M +541,504 +1,426%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$26.9M -$8.24M -165,285 -23%
Wells Fargo
9
Wells Fargo
California
$25.7M -$3.56M -71,444 -12%
HC
10
Hamilton Capital
Ohio
$18.8M +$786K +15,761 +4%
PIP
11
Permian Investment Partners
Texas
$16.4M +$16.8M +336,600 New
HSBC Holdings
12
HSBC Holdings
United Kingdom
$15.7M +$328K +6,581 +2%
RWM
13
Ritholtz Wealth Management
New York
$15.6M +$1.45M +29,110 +10%
JPC
14
Jabodon PT Co
Nevada
$14.9M +$176K +3,522 +1%
IUHSA
15
Itau Unibanco Holding S.A.
Brazil
$14.7M -$59.7M -1,197,304 -80%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$14.6M -$7.58K -152 -0.1%
Franklin Resources
17
Franklin Resources
California
$13.5M
Deutsche Bank
18
Deutsche Bank
Germany
$12.8M -$17.5K -350 -0.1%
Barclays
19
Barclays
United Kingdom
$12.5M +$1.12M +22,370 +10%
Citadel Advisors
20
Citadel Advisors
Florida
$11.4M +$1.49M +29,861 +15%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$11.3M +$95.8K +1,922 +0.8%
PCIG
22
Partners Capital Investment Group
Massachusetts
$11.1M -$148K -2,975 -1%
CCA
23
Clearwater Capital Advisors
Illinois
$10.4M -$4.07M -81,588 -28%
JP Morgan Chase
24
JP Morgan Chase
New York
$8.26M -$3.07M -61,570 -27%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$7.8M +$6.71M +134,581 +527%

DXJ Hedge Fund Activity: Q2 2019 in Review

237 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q2 2019, worth a combined $1.04B — down 19% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of DXJ and 18 opened new positions — a net loss of 32 holders — while 104 trimmed existing stakes and 51 added.

The largest buyer was Psagot Value Holdings, adding an estimated $31M. The largest seller was Goldman Sachs, cutting an estimated $73.8M.

  • 237 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q2 2019, down from 271 in Q1 2019.
  • Funds reported $1.04B of WisdomTree Japan Hedged Equity Fund stock for Q2 2019, down 19% quarter-over-quarter.
  • 18 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q2 2019 and 50 closed out, a net change of -32 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q2 2019 was Psagot Value Holdings, an estimated $31M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q2 2019 was Goldman Sachs, an estimated $73.8M sold.

Based on aggregated 13F filings for Q2 2019.