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WisdomTree Europe Hedged Equity Fund
HEDJ

111 hedge funds and large institutions have $1.83B invested in WisdomTree Europe Hedged Equity Fund in 2014 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 13

192% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 12

76% more capital invested

Capital invested by funds: $1.04B → $1.83B (+$786M)

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

26% more funds holding

Funds holding: 88 → 111 (+23)

12.45% more ownership

Funds ownership: 107.72% → 120.17% (+12%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.5M

Holders
111
Holders Change
+23
Holders Change %
+26.14%
% of All Funds
3.22%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.32%
New
35
Increased
56
Reduced
13
Closed
12
Calls
–
Puts
$1.5M
Net Calls
-$1.5M
Net Calls Change
+$531K

Top Buyers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$180M
2
Goldman Sachs
Goldman Sachs
New York
+$142M
3
Morgan Stanley
Morgan Stanley
New York
+$125M
4
Bank of America
Bank of America
North Carolina
+$66.7M
5
U
UBS
Switzerland
+$63.2M

Top Sellers

Rank Fund Capital Flow
1
LOM
Loeb Offshore Management
New York
-$26.2M
2
FAAM
First Allied Asset Management
California
-$8.39M
3
NYLIM
New York Life Investment Management
New York
-$4.95M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.82M
5
BCM
Beck Capital Management
Texas
-$2.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$6.28M +$6.26M +217,412 New
3AM
27
3D Asset Management
Connecticut
$6.24M +$6.21M +215,894 New
VKH
28
Virtu KCG Holdings
New York
$6.2M +$6.18M +214,630 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$5.79M +$1.13M +39,240 +24%
PP
30
Patten & Patten
Tennessee
$5.66M +$739K +25,700 +15%
HPBT
31
High Point Bank & Trust
North Carolina
$5.46M +$5.44M +189,140 New
NYLIM
32
New York Life Investment Management
New York
$5.39M -$4.95M -172,114 -48%
GA
33
GFS Advisors
Texas
$5.33M +$5.31M +184,600 New
BEC
34
Blue Edge Capital
Virginia
$5.09M +$19.3K +672 +0.4%
SAMT
35
Select Asset Management & Trust
Pennsylvania
$4.33M +$2.59M +90,000 +150%
WB
36
Webster Bank
Connecticut
$4.27M +$1.09M +37,722 +34%
CCM
37
Condor Capital Management
New Jersey
$3.97M +$34.3K +1,192 +0.9%
SAM
38
Stringer Asset Management
Tennessee
$3.83M +$3.81M +132,414 New
B
39
Baird
Wisconsin
$3.64M +$2.99M +103,796 +471%
NCMW
40
Northern Capital Management (Wisconsin)
Wisconsin
$3.54M +$2.7M +94,000 +328%
SFPIA
41
Stevens First Principles Investment Advisors
California
$3.2M +$26.8K +930 +0.8%
Creative Planning
42
Creative Planning
Kansas
$3.07M +$3.05M +106,000 +31,361%
SMM
43
Stadion Money Management
Georgia
$2.96M -$272K -9,440 -8%
GEM
44
Global Endowment Management
North Carolina
$2.86M +$1.04M +36,100 +57%
LPL Financial
45
LPL Financial
California
$2.47M +$36.3K +1,260 +1%
CA
46
Cetera Advisors
Colorado
$2.38M +$1.18M +41,030 +99%
JP Morgan Chase
47
JP Morgan Chase
New York
$2.13M +$972K +33,792 +85%
CS
48
Credit Suisse
Switzerland
$2.1M +$418K +14,526 +25%
ACI
49
Alpha Cubed Investments
California
$2.09M +$2.08M +72,362 New
JWM
50
Jacobus Wealth Management
Wisconsin
$2.08M +$643K +22,350 +45%
1
2
3 4 5

HEDJ Hedge Fund Activity: Q3 2014 in Review

111 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q3 2014, worth a combined $1.83B — up 76% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HEDJ positions and 12 closed out — a net gain of 23 holders — while 56 added to existing stakes and 13 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $180M. The largest seller was Loeb Offshore Management, exiting entirely with an estimated $26.2M sold.

  • 111 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q3 2014, up from 88 in Q2 2014.
  • Funds reported $1.83B of WisdomTree Europe Hedged Equity Fund stock for Q3 2014, up 76% quarter-over-quarter.
  • 35 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q3 2014 and 12 closed out, a net change of +23 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q3 2014 was RiverFront Investment Group, an estimated $180M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q3 2014 was Loeb Offshore Management, an estimated $26.2M sold.

Based on aggregated 13F filings for Q3 2014.