WisdomTree Europe Hedged Equity Fund
HEDJ
50 hedge funds and large institutions have $335M invested in WisdomTree Europe Hedged Equity Fund in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 5 reducing their positions, and 5 closing their positions.
440% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 5
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
51% more capital invested
Capital invested by funds: $222M → $335M (+$114M)
25% more funds holding
Funds holding: 40 → 50 (+10)
9.99% less ownership
Funds ownership: 117.55% → 107.56% (-10%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$40.2M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$17.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$16.2M |
| 4 |
Morgan Stanley
New York
|
+$14.2M |
| 5 |
Goldman Sachs
New York
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$34.4M |
| 2 |
Jane Street
New York
|
-$869K |
| 3 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$802K |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$341K |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
-$259K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Jane Street
New York
| – | -$869K | -32,684 | Closed |
|
|
TFA
52
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$341K | -12,802 | Closed |
|
|
SI
53
Scout Investments
Kansas City,
Missouri
| – | -$259K | -9,758 | Closed |
|
54
Nomura Holdings
Tokyo,
Japan
| – | -$11K | -400 | Closed |
|
55
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -62 | Closed |
|
HEDJ Hedge Fund Activity: Q4 2013 in Review
50 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q4 2013, worth a combined $335M — up 51% from $222M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new HEDJ positions and 5 closed out — a net gain of 11 holders — while 27 added to existing stakes and 5 trimmed.
The largest buyer was UBS, adding an estimated $40.2M. The largest seller was Pinnacle Advisory Group, cutting an estimated $34.4M.
- 50 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q4 2013, up from 40 in Q3 2013.
- Funds reported $335M of WisdomTree Europe Hedged Equity Fund stock for Q4 2013, up 51% quarter-over-quarter.
- 16 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q4 2013 and 5 closed out, a net change of +11 holders.
- The largest WisdomTree Europe Hedged Equity Fund buyer in Q4 2013 was UBS, an estimated $40.2M added.
- The largest WisdomTree Europe Hedged Equity Fund seller in Q4 2013 was Pinnacle Advisory Group, an estimated $34.4M sold.
Based on aggregated 13F filings for Q4 2013.