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WisdomTree Japan Hedged Equity Fund

175 hedge funds and large institutions have $670M invested in WisdomTree Japan Hedged Equity Fund in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,510% more call options, than puts

Call options by funds: $33.1M | Put options by funds: $2.06M

33% more capital invested

Capital invested by funds: $504M → $670M (+$166M)

5.53% more ownership

Funds ownership: 30.28%35.82% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less funds holding

Funds holding: 185175 (-10)

10% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 49

36% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 28

Holders
175
Holders Change
-10
Holders Change %
-5.41%
% of All Funds
3.05%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
18
Increased
44
Reduced
49
Closed
28
Calls
$33.1M
Puts
$2.06M
Net Calls
+$31.1M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$123M +$105M +1,722,874 +602%
Morgan Stanley
2
Morgan Stanley
New York
$108M -$3.8M -62,472 -3%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$65.8M +$61.4M +1,008,228 +1,604%
Bank of America
4
Bank of America
North Carolina
$56M -$900K -14,783 -2%
KAS
5
Kemnay Advisory Services
New York
$40.1M
UBS Group
6
UBS Group
Switzerland
$26.3M +$8.41M +138,189 +47%
Goldman Sachs
7
Goldman Sachs
New York
$25.3M -$7.48M -122,933 -23%
PC
8
Permanens Capital
New York
$21.9M +$11.7M +192,847 +116%
Jane Street
9
Jane Street
New York
$21.2M +$17.5M +286,975 +473%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$15.2M +$4.77M +78,338 +46%
WCA
11
Windsor Creek Advisors
Vermont
$8.22M +$260K +4,275 +3%
Wells Fargo
12
Wells Fargo
California
$8.12M -$14.7M -241,611 -64%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$7.46M +$6.3M +103,564 +553%
EDRIA
14
Edmonds Duncan Registered Investment Advisors
Kansas
$7.41M +$253K +4,149 +4%
Allianz Asset Management
15
Allianz Asset Management
Germany
$6.31M +$5.02M +82,439 +393%
MAM
16
Marketfield Asset Management
New York
$6.28M
RJT
17
Raymond James Trust
Florida
$5.8M
LPL Financial
18
LPL Financial
California
$5.56M -$4.09M -67,206 -42%
WF
19
Welch & Forbes
Massachusetts
$4.8M +$395K +6,496 +9%
PAG
20
Private Advisor Group
New Jersey
$4.64M -$626K -10,286 -12%
MPWT
21
MassMutual Private Wealth & Trust
Connecticut
$4.59M +$418K +6,866 +10%
Ameriprise
22
Ameriprise
Minnesota
$4.46M -$1.29M -21,264 -27%
KAS
23
Kestra Advisory Services
Texas
$4.09M -$1.89K -31 -0%
CCM
24
Condor Capital Management
New Jersey
$3.81M +$77.2K +1,269 +2%
Deutsche Bank
25
Deutsche Bank
Germany
$3.7M -$47.7K -784 -1%

DXJ Hedge Fund Activity: Q2 2021 in Review

175 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q2 2021, worth a combined $670M — up 33% from $504M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of DXJ and 18 opened new positions — a net loss of 10 holders — while 49 trimmed existing stakes and 44 added.

The largest buyer was JP Morgan Chase, adding an estimated $105M. The largest seller was Wells Fargo, cutting an estimated $14.7M.

  • 175 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q2 2021, down from 185 in Q1 2021.
  • Funds reported $670M of WisdomTree Japan Hedged Equity Fund stock for Q2 2021, up 33% quarter-over-quarter.
  • 18 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q2 2021 and 28 closed out, a net change of -10 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q2 2021 was JP Morgan Chase, an estimated $105M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q2 2021 was Wells Fargo, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2021.