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WisdomTree Europe Hedged Equity Fund
HEDJ

88 hedge funds and large institutions have $1.04B invested in WisdomTree Europe Hedged Equity Fund in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 39 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 8

333% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 9

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

102% more capital invested

Capital invested by funds: $515M → $1.04B (+$525M)

44% more funds holding

Funds holding: 61 → 88 (+27)

7.28% more ownership

Funds ownership: 100.45% → 107.72% (+7.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.03M

Holders
88
Holders Change
+27
Holders Change %
+44.26%
% of All Funds
2.53%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.2%
New
35
Increased
39
Reduced
9
Closed
8
Calls
–
Puts
$2.03M
Net Calls
-$2.03M
Net Calls Change
-$2.17M

Top Buyers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$137M
2
Bank of America
Bank of America
North Carolina
+$37.5M
3
U
UBS
Switzerland
+$32.5M
4
Morgan Stanley
Morgan Stanley
New York
+$27.3M
5
LOM
Loeb Offshore Management
New York
+$26.1M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$3.57M
2
BF
BOK Financial
Oklahoma
-$1.1M
3
MIH
Madison Investment Holdings
Wisconsin
-$716K
4
HC
Highmount Capital
New York
-$669K
5
B
Bellecapital
Switzerland
-$559K
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
26
Patten & Patten
Tennessee
$4.97M +$423K +14,534 +9%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$4.71M +$6.64K +228 +0.1%
CCM
28
Condor Capital Management
New Jersey
$3.98M +$205K +7,042 +5%
SMM
29
Stadion Money Management
Georgia
$3.27M +$3.26M +111,984 New
WB
30
Webster Bank
Connecticut
$3.22M +$3.21M +110,218 New
SFPIA
31
Stevens First Principles Investment Advisors
California
$3.21M +$3.06M +105,180 +2,252%
GCA
32
Greenwood Capital Associates
South Carolina
$2.88M -$18.7K -644 -0.6%
LPL Financial
33
LPL Financial
California
$2.49M +$1.76M +60,438 +244%
PI
34
Placemark Investments
Illinois
$2.4M +$2.39M +82,016 New
BCM
35
Beck Capital Management
Texas
$2.38M +$1.45M +49,884 +157%
FAAS
36
First Allied Advisory Services
California
$2.06M +$2.04M +69,928 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$1.89M -$11.5K -396 -0.6%
GEM
38
Global Endowment Management
North Carolina
$1.84M +$1.08M +37,100 +144%
SAMT
39
Select Asset Management & Trust
Pennsylvania
$1.75M +$1.75M +60,000 New
SC
40
Scotia Capital
Ontario, Canada
$1.75M +$186K +6,394 +12%
CS
41
Credit Suisse
Switzerland
$1.7M +$746K +25,640 +79%
LPT
42
Legacy Private Trust
Wisconsin
$1.49M +$1.49M +51,072 New
JWM
43
Jacobus Wealth Management
Wisconsin
$1.45M +$1.44M +49,590 New
IPC
44
Independent Portfolio Consultants
Florida
$1.39M +$1.39M +47,700 New
MIH
45
Madison Investment Holdings
Wisconsin
$1.22M -$716K -24,596 -37%
CA
46
Cetera Advisors
Colorado
$1.21M +$137K +4,718 +13%
VC
47
Vicus Capital
Pennsylvania
$1.18M +$123K +4,222 +12%
JP Morgan Chase
48
JP Morgan Chase
New York
$1.16M +$161K +5,528 +16%
Citigroup
49
Citigroup
New York
$953K +$50.4K +1,730 +6%
FSA
50
Financial Sense Advisors
California
$900K +$897K +30,822 New
1
2
3 4

HEDJ Hedge Fund Activity: Q2 2014 in Review

88 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q2 2014, worth a combined $1.04B — up 102% from $515M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HEDJ positions and 8 closed out — a net gain of 27 holders — while 39 added to existing stakes and 9 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $137M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $3.57M sold.

  • 88 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q2 2014, up from 61 in Q1 2014.
  • Funds reported $1.04B of WisdomTree Europe Hedged Equity Fund stock for Q2 2014, up 102% quarter-over-quarter.
  • 35 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q2 2014 and 8 closed out, a net change of +27 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q2 2014 was RiverFront Investment Group, an estimated $137M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q2 2014 was Flow Traders U.S., an estimated $3.57M sold.

Based on aggregated 13F filings for Q2 2014.