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WisdomTree Japan Hedged Equity Fund

185 hedge funds and large institutions have $504M invested in WisdomTree Japan Hedged Equity Fund in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 35 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 16

37% more call options, than puts

Call options by funds: $19.6M | Put options by funds: $14.3M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more capital invested

Capital invested by funds: $417M → $504M (+$87.9M)

11% more funds holding

Funds holding: 167185 (+18)

4.35% more ownership

Funds ownership: 25.94%30.28% (+4.3%)

38% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 56

Holders
185
Holders Change
+18
Holders Change %
+10.78%
% of All Funds
3.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
36
Increased
35
Reduced
56
Closed
16
Calls
$19.6M
Puts
$14.3M
Net Calls
+$5.29M
Net Calls Change
+$4.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$112M +$5.25M +90,091 +5%
Bank of America
2
Bank of America
North Carolina
$57.2M -$39.4K -675 -0.1%
KAS
3
Kemnay Advisory Services
New York
$40.3M +$37.8M +648,288 +7,009%
Goldman Sachs
4
Goldman Sachs
New York
$32.9M -$19.3M -330,926 -38%
Wells Fargo
5
Wells Fargo
California
$23M +$6.68M +114,538 +44%
UBS Group
6
UBS Group
Switzerland
$17.9M +$469K +8,036 +3%
JP Morgan Chase
7
JP Morgan Chase
New York
$17.6M -$1.36M -23,272 -8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$10.4M -$2.4M -41,073 -19%
PC
9
Permanens Capital
New York
$10.2M +$1.59M +27,226 +20%
LPL Financial
10
LPL Financial
California
$9.71M +$878K +15,055 +11%
WCA
11
Windsor Creek Advisors
Vermont
$8.01M -$334K -5,733 -4%
EDRIA
12
Edmonds Duncan Registered Investment Advisors
Kansas
$7.2M -$16.3K -280 -0.2%
LCAM
13
London & Capital Asset Management
United Kingdom
$7.1M +$6.75M +115,720 New
CS
14
Credit Suisse
Switzerland
$6.71M +$3.96M +67,915 +164%
MAM
15
Marketfield Asset Management
New York
$6.31M -$215K -3,682 -3%
Capstone Investment Advisors
16
Capstone Investment Advisors
New York
$6.1M +$5.8M +99,478 New
RJT
17
Raymond James Trust
Florida
$5.83M
PAG
18
Private Advisor Group
New Jersey
$5.3M +$760K +13,031 +18%
Ameriprise
19
Ameriprise
Minnesota
$4.76M +$131K +2,246 +3%
LFPWM
20
Leicht Financial Planning & Wealth Management
New Jersey
$4.6M +$4.37M +74,956 New
WF
21
Welch & Forbes
Massachusetts
$4.43M +$355K +6,083 +9%
MPWT
22
MassMutual Private Wealth & Trust
Connecticut
$4.2M +$262K +4,498 +7%
KAS
23
Kestra Advisory Services
Texas
$4.11M -$159K -2,719 -4%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$3.82M -$116K -1,997 -3%
Deutsche Bank
25
Deutsche Bank
Germany
$3.77M -$55.1K -944 -2%

DXJ Hedge Fund Activity: Q1 2021 in Review

185 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q1 2021, worth a combined $504M — up 21% from $417M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DXJ positions and 16 closed out — a net gain of 20 holders — while 35 added to existing stakes and 56 trimmed.

The largest buyer was Kemnay Advisory Services, adding an estimated $37.8M. The largest seller was Goldman Sachs, cutting an estimated $19.3M.

  • 185 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q1 2021, up from 167 in Q4 2020.
  • Funds reported $504M of WisdomTree Japan Hedged Equity Fund stock for Q1 2021, up 21% quarter-over-quarter.
  • 36 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q1 2021 and 16 closed out, a net change of +20 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q1 2021 was Kemnay Advisory Services, an estimated $37.8M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q1 2021 was Goldman Sachs, an estimated $19.3M sold.

Based on aggregated 13F filings for Q1 2021.