We are live on ! Find out more
HEDJ icon

WisdomTree Europe Hedged Equity Fund
HEDJ

40 hedge funds and large institutions have $222M invested in WisdomTree Europe Hedged Equity Fund in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

280% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 5

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

8% more funds holding

Funds holding: 37 → 40 (+3)

7% less capital invested

Capital invested by funds: $238M → $222M (-$16M)

31.62% less ownership

Funds ownership: 149.16% → 117.55% (-32%)

Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
1.3%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.13%
New
15
Increased
19
Reduced
5
Closed
12
Calls
$399K
Puts
–
Net Calls
+$399K
Net Calls Change
+$38K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$25.1M
2
HC
Highmount Capital
New York
+$16M
3
Morgan Stanley
Morgan Stanley
New York
+$12.8M
4
Goldman Sachs
Goldman Sachs
New York
+$7.37M
5
Mariner
Mariner
Kansas
+$4.57M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$94.3M
2
SNC
Stifel Nicolaus & Co
Missouri
-$11.5M
3
RJA
Raymond James & Associates
Florida
-$5.27M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.98M
5
SC
Scotia Capital
Ontario, Canada
-$2.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
26
Transamerica Financial Advisors
Florida
$341K +$13.1K +508 +4%
CS
27
Credit Suisse
Switzerland
$339K +$328K +12,760 New
UR
28
USCA RIA
Texas
$314K +$15.5K +602 +5%
Ameriprise
29
Ameriprise
Minnesota
$290K +$250K +9,724 +810%
SI
30
Scout Investments
Missouri
$259K +$251K +9,758 New
LPL Financial
31
LPL Financial
California
$256K +$244K +9,486 New
SFPIA
32
Stevens First Principles Investment Advisors
California
$136K +$113K +4,380 +592%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$121K -$141K -5,492 -55%
DBT
34
Dubuque Bank & Trust
Iowa
$88K +$85.4K +3,320 New
JIR
35
James Investment Research
Ohio
$30K +$29.4K +1,142 New
AIG
36
American International Group
New York
$26.6K – – –
NES
37
New England Securities
New York
$25K +$24.2K +940 New
Nomura Holdings
38
Nomura Holdings
Japan
$11K +$10.3K +400 New
PSI
39
Pinnacle Summer Investments
Virginia
$10K +$3.65K +142 +59%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.59K +62 New
RIG
41
RiverFront Investment Group
Virginia
– -$94.3M -3,923,148 Closed
SNC
42
Stifel Nicolaus & Co
Missouri
– -$11.5M -480,000 Closed
RJA
43
Raymond James & Associates
Florida
– -$5.27M -219,080 Closed
SC
44
Scotia Capital
Ontario, Canada
– -$2.74M -114,330 Closed
BTS
45
BB&T Securities
Virginia
– -$24.3K -101,310 Closed
MIH
46
Madison Investment Holdings
Wisconsin
– -$1.77M -73,792 Closed
PI
47
Placemark Investments
Illinois
– -$1.03M -42,696 Closed
AI
48
Atria Investments
North Carolina
– -$393K -16,352 Closed
CIM
49
Confluence Investment Management
Missouri
– -$262K -10,918 Closed
BC
50
Bartlett & Co
Ohio
– -$11K -458 Closed
1
2
3

HEDJ Hedge Fund Activity: Q3 2013 in Review

40 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q3 2013, worth a combined $222M — down 6.7% from $238M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HEDJ positions and 12 closed out — a net gain of 3 holders — while 19 added to existing stakes and 5 trimmed.

The largest buyer was Bank of America, adding an estimated $25.1M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $94.3M sold.

  • 40 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q3 2013, up from 37 in Q2 2013.
  • Funds reported $222M of WisdomTree Europe Hedged Equity Fund stock for Q3 2013, down 6.7% quarter-over-quarter.
  • 15 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q3 2013 and 12 closed out, a net change of +3 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q3 2013 was Bank of America, an estimated $25.1M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q3 2013 was RiverFront Investment Group, an estimated $94.3M sold.

Based on aggregated 13F filings for Q3 2013.