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WisdomTree Europe Hedged Equity Fund

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: 37 (+4)

102% more capital invested

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

44% more funds holding

Funds holding: 6188 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
NCMW
51
Northern Capital Management (Wisconsin)
Wisconsin
$838K +$835K +28,690 New
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$742K +$16.1K +554 +2%
FCH
53
Freestone Capital Holdings
Washington
$726K +$723K +24,848 New
GLRA
54
Gerald L. Ray & Associates
Texas
$725K +$722K +24,800 New
AL
55
Aspiriant LLC
California
$654K -$250K -8,580 -28%
B
56
Baird
Wisconsin
$644K +$5.71K +196 +0.9%
BHB
57
Bank Hapoalim BM
Israel
$630K +$191K +6,564 +44%
MAA
58
Managed Account Advisors
New Jersey
$593K +$211K +7,258 +56%
Barclays
59
Barclays
United Kingdom
$585K +$107K +3,682 +22%
PAG
60
Pinnacle Advisory Group
Maryland
$572K +$570K +19,592 New
DWT
61
Dorsey & Whitney Trust
South Dakota
$526K
EGA
62
E&G Advisors
Texas
$493K +$175 +6 +0%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$479K +$58 +2 +0%
WA
64
Winfield Associates
Ohio
$473K -$29.1K -1,000 -6%
1IA
65
1834 Investment Advisors
Wisconsin
$471K +$470K +16,130 New
UR
66
USCA RIA
Texas
$422K +$49.8K +1,710 +13%
PJSIMP
67
P.J. Schmidt Investment Management (PJS)
Wisconsin
$393K +$392K +13,460 New
PA
68
Pinnacle Associates
New York
$389K +$72.8K +2,500 +23%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$327K +$326K +11,188 New
PCM
70
Parsons Capital Management
Rhode Island
$284K +$38.4K +1,320 +16%
WTC
71
WhitTier Trust Company
Nevada
$223K +$222K +7,640 New
HB
72
Homrich & Berg
Georgia
$221K +$220K +7,548 New
BCMIO
73
Beacon Capital Management Inc (Ohio)
Ohio
$138K +$137K +4,720 New
AIG
74
American International Group
New York
$128K +$57.4K +1,972 +82%
BRWM
75
B. Riley Wealth Management
Tennessee
$125K +$125K +4,300 New

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.