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WisdomTree Europe Hedged Equity Fund

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: 14 (+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: 3740 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Hudock Inc
Pennsylvania
-$7K -304 Closed
MFS
52
MSI Financial Services
Massachusetts
-$7K -300 Closed

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.