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WisdomTree Europe Hedged Equity Fund

318 hedge funds and large institutions have $4.02B invested in WisdomTree Europe Hedged Equity Fund in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 109 increasing their positions, 109 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 29

3% more funds holding

Funds holding: 310318 (+8)

0% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 109

6.73% less ownership

Funds ownership: 92.78%86.05% (-6.7%)

7% less capital invested

Capital invested by funds: $4.32B → $4.02B (-$298M)

16% less funds holding in top 10

Funds holding in top 10: 2521 (-4)

48% less call options, than puts

Call options by funds: $28.3M | Put options by funds: $54M

Holders
318
Holders Change
+8
Holders Change %
+2.58%
% of All Funds
7.93%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.52%
New
43
Increased
109
Reduced
109
Closed
29
Calls
$28.3M
Puts
$54M
Net Calls
-$25.7M
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$20.7M +$866K +26,736 +4%
Ameriprise
27
Ameriprise
Minnesota
$19.1M -$18.8M -580,156 -49%
HWA
28
Heritage Wealth Advisors
Virginia
$18.4M +$218K +6,742 +1%
CCA
29
Clearwater Capital Advisors
Illinois
$17.8M +$670K +20,670 +4%
LPL Financial
30
LPL Financial
California
$16.9M -$15.4M -476,404 -47%
Allianz Asset Management
31
Allianz Asset Management
Germany
$16.8M +$17.5M +539,854 New
NEAM
32
New England Asset Management
Connecticut
$16M +$6.13M +189,310 +58%
GIM
33
Guild Investment Management
California
$16M +$16.6M +513,320 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$15.5M +$16.1M +496,226 New
FTIOP
35
Fiduciary Trust International of Pennsylvania
Pennsylvania
$15.1M +$3.54M +109,254 +29%
SB
36
Suntrust Banks
Georgia
$14.9M +$10M +308,584 +182%
AllianceBernstein
37
AllianceBernstein
Tennessee
$14.4M +$325K +10,046 +2%
AI
38
ArchPoint Investors
Florida
$14M -$6.48K -200 -0%
FPCM
39
Financial Partners Capital Management
New York
$12.4M +$1.69M +52,180 +15%
HighTower Advisors
40
HighTower Advisors
Illinois
$12.2M -$789K -24,358 -6%
AIP
41
Almanack Investment Partners
Pennsylvania
$11.8M +$541K +16,694 +5%
GA
42
Greytown Advisors
Florida
$11.7M -$235K -7,260 -2%
EB
43
Eastern Bank
Massachusetts
$11.4M -$16.9K -522 -0.1%
Citigroup
44
Citigroup
New York
$10.6M -$3.28M -101,256 -23%
SC
45
Scotia Capital
Ontario, Canada
$10.6M +$1.36M +41,996 +14%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$10.3M +$502K +15,508 +5%
CCM
47
Condor Capital Management
New Jersey
$10.2M -$55.5K -1,712 -0.5%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$10.1M +$1.2M +37,054 +13%
FA
49
Financial Advantage
Maryland
$9.59M +$37.1K +1,146 +0.4%
KP
50
Keel Point
Alabama
$9.03M +$9.38M +289,664 New

HEDJ Hedge Fund Activity: Q2 2017 in Review

318 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q2 2017, worth a combined $4.02B — down 6.9% from $4.32B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new HEDJ positions and 29 closed out — a net gain of 14 holders — while 109 added to existing stakes and 109 trimmed.

The largest buyer was Jane Street, adding an estimated $90.7M. The largest seller was Bank of America, cutting an estimated $226M.

  • 318 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q2 2017, up from 310 in Q1 2017.
  • Funds reported $4.02B of WisdomTree Europe Hedged Equity Fund stock for Q2 2017, down 6.9% quarter-over-quarter.
  • 43 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q2 2017 and 29 closed out, a net change of +14 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q2 2017 was Jane Street, an estimated $90.7M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q2 2017 was Bank of America, an estimated $226M sold.

Based on aggregated 13F filings for Q2 2017.