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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
PP
326
Patten & Patten
Tennessee
-$542K -17,390 Closed
TC
327
Telemus Capital
Michigan
-$499K -16,008 Closed
CPA
328
Capital Planning Advisors
California
-$476K -15,284 Closed
Franklin Resources
329
Franklin Resources
California
-$451K -14,456 Closed
NVCHI
330
New Vernon Capital Holdings II
New Jersey
-$368K -11,806 Closed
KeyBank National Association
331
KeyBank National Association
Ohio
-$342K -10,966 Closed
AL
332
Aspiriant LLC
California
-$340K -10,902 Closed
VAM
333
Visionary Asset Management
Texas
-$335K -10,736 Closed
EFS
334
Essex Financial Services
Connecticut
-$298K -9,562 Closed
Prudential Financial
335
Prudential Financial
New Jersey
-$280K -9,000 Closed
Brown Advisory
336
Brown Advisory
Maryland
-$251K -8,048 Closed
B
337
Bellecapital
Switzerland
-$244K -7,840 Closed
SF
338
Synovus Financial
Georgia
-$238K -7,696 Closed
VWM
339
Venturi Wealth Management
Texas
-$233K -7,478 Closed
FA
340
FCG Advisors
New Jersey
-$221K -7,084 Closed
PFS
341
Prospera Financial Services
Texas
-$219K -7,032 Closed
DADC
342
D.A. Davidson & Co
Montana
-$198K -6,378 Closed
LWA
343
Lenox Wealth Advisors
New York
-$94K -3,010 Closed
BC
344
Barnett & Company
Tennessee
-$56K -1,800 Closed
JGIA
345
Jackson Grant Investment Advisers
Connecticut
-$52K -1,664 Closed
CLOS
346
Compagnie Lombard Odier SCmA
Switzerland
-$41K -1,320 Closed
PSUF
347
People's United Financial
Connecticut
-$25K -800 Closed
TRCT
348
Tower Research Capital (TRC)
New York
-$19K -600 Closed
RBC
349
Roble Belko & Company
Pennsylvania
-$12K -396 Closed
SSB
350
Sandy Spring Bank
Maryland
-$11K -344 Closed

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.