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WisdomTree Japan Hedged Equity Fund

167 hedge funds and large institutions have $417M invested in WisdomTree Japan Hedged Equity Fund in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 26 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

4% more call options, than puts

Call options by funds: $8.29M | Put options by funds: $7.96M

0% more funds holding

Funds holding: 167167 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.42% less ownership

Funds ownership: 29.36%25.94% (-3.4%)

9% less capital invested

Capital invested by funds: $459M → $417M (-$42.7M)

62% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 68

Holders
167
Holders Change
Holders Change %
0%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
26
Reduced
68
Closed
23
Calls
$8.29M
Puts
$7.96M
Net Calls
+$339K
Net Calls Change
+$125M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$94.7M -$16.5M -318,927 -15%
Bank of America
2
Bank of America
North Carolina
$50.8M -$1.6M -30,888 -3%
Goldman Sachs
3
Goldman Sachs
New York
$47.2M +$17.8M +344,740 +66%
JP Morgan Chase
4
JP Morgan Chase
New York
$16.8M +$999K +19,350 +7%
UBS Group
5
UBS Group
Switzerland
$15.5M -$198K -3,828 -1%
Wells Fargo
6
Wells Fargo
California
$14.2M -$1.68M -32,471 -11%
Citadel Advisors
7
Citadel Advisors
Florida
$13M +$8.4M +162,712 +213%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.5M -$4.71M -91,270 -30%
LPL Financial
9
LPL Financial
California
$7.8M +$5.12M +99,146 +224%
PC
10
Permanens Capital
New York
$7.57M +$5.1M +98,662 +244%
WCA
11
Windsor Creek Advisors
Vermont
$7.41M +$1.47M +28,415 +26%
NSLI
12
Nan Shan Life Insurance
Taiwan
$7.12M
EDRIA
13
Edmonds Duncan Registered Investment Advisors
Kansas
$6.91M +$1.04M +20,104 +21%
OMC
14
Old Mission Capital
Illinois
$5.88M +$5.58M +107,969 New
MAM
15
Marketfield Asset Management
New York
$5.22M -$137K -2,661 -2%
RJT
16
Raymond James Trust
Florida
$5.17M
Ameriprise
17
Ameriprise
Minnesota
$4.1M +$1.18M +22,786 +43%
PAG
18
Private Advisor Group
New Jersey
$3.99M +$1.19M +22,984 +46%
HSBC Holdings
19
HSBC Holdings
United Kingdom
$3.8M -$2.97M -57,430 -45%
KAS
20
Kestra Advisory Services
Texas
$3.79M -$410K -7,944 -10%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$3.64M +$1M +19,368 +43%
WF
22
Welch & Forbes
Massachusetts
$3.6M +$2.12K +41 +0.1%
MPWT
23
MassMutual Private Wealth & Trust
Connecticut
$3.48M +$84K +1,626 +3%
Deutsche Bank
24
Deutsche Bank
Germany
$3.39M +$31.4K +607 +1%
CCM
25
Condor Capital Management
New Jersey
$3.21M -$19.7K -381 -0.6%

DXJ Hedge Fund Activity: Q4 2020 in Review

167 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q4 2020, worth a combined $417M — down 9.3% from $459M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DXJ positions and 23 closed out — a net gain of 2 holders — while 26 added to existing stakes and 68 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $17.8M. The largest seller was Barclays, cutting an estimated $48.3M.

  • 167 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $417M of WisdomTree Japan Hedged Equity Fund stock for Q4 2020, down 9.3% quarter-over-quarter.
  • 25 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q4 2020 and 23 closed out, a net change of +2 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q4 2020 was Goldman Sachs, an estimated $17.8M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q4 2020 was Barclays, an estimated $48.3M sold.

Based on aggregated 13F filings for Q4 2020.