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WisdomTree Europe Hedged Equity Fund

304 hedge funds and large institutions have $4.69B invested in WisdomTree Europe Hedged Equity Fund in 2017 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 112 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $95.2M | Put options by funds: $39.4M

17.61% more ownership

Funds ownership: 86.05%103.66% (+18%)

17% more capital invested

Capital invested by funds: $4.02B → $4.69B (+$670M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

4% less funds holding

Funds holding: 318304 (-14)

14% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 112

23% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 48

Holders
304
Holders Change
-14
Holders Change %
-4.4%
% of All Funds
7.58%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.55%
New
37
Increased
96
Reduced
112
Closed
48
Calls
$95.2M
Puts
$39.4M
Net Calls
+$55.8M
Net Calls Change
+$81.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
226
F.L. Putnam Investment Management
Massachusetts
$273K +$264K +8,424 New
DAS
227
Dynamic Advisor Solutions
Arizona
$271K -$20.4K -650 -7%
PA
228
Pinnacle Associates
New York
$263K
OFW
229
Omnia Family Wealth
Florida
$259K -$62.7K -2,000 -20%
CNBT
230
Canandaigua National Bank & Trust
New York
$249K -$35.4K -1,130 -13%
IC
231
InterOcean Capital
Illinois
$247K
FPFS
232
First Personal Financial Services
North Carolina
$246K
M&T Bank
233
M&T Bank
New York
$242K -$1.55M -49,424 -87%
HCA
234
Horan Capital Advisors
Ohio
$240K
SCA
235
Snowden Capital Advisors
New York
$229K -$4.7K -150 -2%
AWP
236
Ascent Wealth Partners
New York
$220K -$3.76K -120 -2%
NPC
237
National Planning Corporation
California
$212K -$15.2K -484 -7%
FFA
238
First Foundation Advisors
California
$212K
YWP
239
YorkBridge Wealth Partners
New York
$208K -$18.3K -584 -8%
SS
240
Sunbelt Securities
Texas
$207K +$201K +6,414 New
RC
241
RegentAtlantic Capital
New Jersey
$206K -$25.1K -800 -11%
GG
242
Gofen & Glossberg
Illinois
$202K +$196K +6,240 New
CA
243
Capital Advantage
California
$202K +$196K +6,242 New
BWA
244
BDO Wealth Advisors
Florida
$162K
GBT
245
Grove Bank & Trust
Florida
$148K
SFSIG
246
San Francisco Sentry Investment Group
California
$143K -$19.1K -610 -12%
GRP
247
Global Retirement Partners
California
$139K +$43.6K +1,392 +48%
MRCM
248
M&R Capital Management
New Jersey
$135K -$257K -8,200 -66%
AIA
249
Armor Investment Advisors
North Carolina
$129K -$125K -4,000 -50%
CFA
250
Carroll Financial Associates
North Carolina
$129K

HEDJ Hedge Fund Activity: Q3 2017 in Review

304 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q3 2017, worth a combined $4.69B — up 17% from $4.02B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of HEDJ and 37 opened new positions — a net loss of 11 holders — while 112 trimmed existing stakes and 96 added.

The largest buyer was Bank of America, adding an estimated $690M. The largest seller was Morgan Stanley, cutting an estimated $121M.

  • 304 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q3 2017, down from 318 in Q2 2017.
  • Funds reported $4.69B of WisdomTree Europe Hedged Equity Fund stock for Q3 2017, up 17% quarter-over-quarter.
  • 37 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q3 2017 and 48 closed out, a net change of -11 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q3 2017 was Bank of America, an estimated $690M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q3 2017 was Morgan Stanley, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2017.