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WisdomTree Japan Hedged Equity Fund

167 hedge funds and large institutions have $459M invested in WisdomTree Japan Hedged Equity Fund in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 58 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.12% less ownership

Funds ownership: 29.48%29.36% (-0.12%)

2% less capital invested

Capital invested by funds: $467M → $459M (-$7.32M)

7% less funds holding

Funds holding: 179167 (-12)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

35% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 34

45% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 58

93% less call options, than puts

Call options by funds: $9.72M | Put options by funds: $135M

Holders
167
Holders Change
-12
Holders Change %
-6.7%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
22
Increased
32
Reduced
58
Closed
34
Calls
$9.72M
Puts
$135M
Net Calls
-$125M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$101M -$5.05M -105,294 -5%
Bank of America
2
Bank of America
North Carolina
$47.2M -$4.68M -97,462 -9%
Barclays
3
Barclays
United Kingdom
$45.9M +$44.8M +933,982 +45,873%
Goldman Sachs
4
Goldman Sachs
New York
$25.6M -$7.41M -154,333 -23%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$18.1M +$14.5M +302,073 +443%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$14.8M +$2.8M +58,300 +24%
JP Morgan Chase
7
JP Morgan Chase
New York
$14.4M +$7.62M +158,752 +121%
Wells Fargo
8
Wells Fargo
California
$14.3M +$4.89M +101,937 +53%
UBS Group
9
UBS Group
Switzerland
$14.1M -$9.51M -198,154 -41%
Jane Street
10
Jane Street
New York
$12.1M -$10.2M -212,305 -46%
NSLI
11
Nan Shan Life Insurance
Taiwan
$6.41M
HC
12
Henshaw Capital
Massachusetts
$6.37M
HSBC Holdings
13
HSBC Holdings
United Kingdom
$6.23M -$858K -17,891 -12%
MAM
14
Marketfield Asset Management
New York
$5.35M -$3.98K -83 -0.1%
WCA
15
Windsor Creek Advisors
Vermont
$5.28M +$5.17M +107,824 New
EDRIA
16
Edmonds Duncan Registered Investment Advisors
Kansas
$4.78M -$14.7K -306 -0.3%
RJT
17
Raymond James Trust
Florida
$4.66M -$4.99K -104 -0.1%
MM
18
Main Management
California
$4.58M +$218K +4,545 +5%
FA
19
Financial Advantage
Maryland
$4.06M -$1.26M -26,283 -24%
SG Americas Securities
20
SG Americas Securities
New York
$4.01M -$307K -6,390 -7%
KAS
21
Kestra Advisory Services
Texas
$3.82M +$3.73M +77,678 New
Citadel Advisors
22
Citadel Advisors
Florida
$3.75M +$3.67M +76,475 New
WF
23
Welch & Forbes
Massachusetts
$3.24M +$124K +2,581 +4%
MPWT
24
MassMutual Private Wealth & Trust
Connecticut
$3.05M +$127K +2,656 +4%
Deutsche Bank
25
Deutsche Bank
Germany
$3.02M -$666K -13,881 -18%

DXJ Hedge Fund Activity: Q3 2020 in Review

167 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q3 2020, worth a combined $459M — down 1.6% from $467M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of DXJ and 22 opened new positions — a net loss of 12 holders — while 58 trimmed existing stakes and 32 added.

The largest buyer was Barclays, adding an estimated $44.8M. The largest seller was Bank of Montreal, cutting an estimated $32.3M.

  • 167 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q3 2020, down from 179 in Q2 2020.
  • Funds reported $459M of WisdomTree Japan Hedged Equity Fund stock for Q3 2020, down 1.6% quarter-over-quarter.
  • 22 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q3 2020 and 34 closed out, a net change of -12 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q3 2020 was Barclays, an estimated $44.8M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q3 2020 was Bank of Montreal, an estimated $32.3M sold.

Based on aggregated 13F filings for Q3 2020.