We are live on ! Find out more
HEDJ icon

WisdomTree Europe Hedged Equity Fund

351 hedge funds and large institutions have $10.5B invested in WisdomTree Europe Hedged Equity Fund in 2015 Q1 according to their latest regulatory filings, with 190 funds opening new positions, 121 increasing their positions, 27 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

726% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 23

348% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 27

191% more funds holding in top 10

Funds holding in top 10: 2367 (+44)

191% more capital invested

Capital invested by funds: $3.6B → $10.5B (+$6.88B)

89% more funds holding

Funds holding: 186351 (+165)

5.32% more ownership

Funds ownership: 124.66%129.99% (+5.3%)

77% less call options, than puts

Call options by funds: $10.5M | Put options by funds: $45.2M

Holders
351
Holders Change
+165
Holders Change %
+88.71%
% of All Funds
9.36%
Holding in Top 10
67
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+191.3%
% of All Funds
1.79%
New
190
Increased
121
Reduced
27
Closed
23
Calls
$10.5M
Puts
$45.2M
Net Calls
-$34.7M
Net Calls Change
-$37.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
51
Spinnaker Trust
Maine
$20.3M -$9.35M -301,590 -33%
PPA
52
Parametric Portfolio Associates
Washington
$20.2M +$18.9M +610,164 New
CCT
53
Country Club Trust
Missouri
$19.8M +$2.57M +83,028 +16%
HC
54
Highmount Capital
New York
$17.3M -$1.01M -32,430 -6%
CM
55
Castleark Management
Illinois
$16.8M +$15.7M +507,200 New
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$16.6M +$12.1M +391,594 +359%
Millennium Management
57
Millennium Management
New York
$16.5M +$15.1M +487,164 +3,795%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$16M +$8.75M +282,272 +140%
GIM
59
Guild Investment Management
California
$15.7M +$14.8M +476,200 New
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$15.6M +$13.9M +446,960 +1,899%
HWA
61
Heritage Wealth Advisors
Virginia
$15.5M +$1.32M +42,618 +10%
HCM
62
Hollencrest Capital Management
California
$15.3M -$897K -28,944 -6%
CCM
63
Condor Capital Management
New Jersey
$14.8M +$8.3M +267,802 +149%
TWMP
64
Taylor Wealth Management Partners
Massachusetts
$14.1M +$13.2M +426,740 New
SMG
65
Spectrum Management Group
Indiana
$14M +$13.1M +422,150 New
NEIRG
66
New England Investment & Retirement Group
Massachusetts
$13.7M +$12.8M +414,376 New
WJA
67
Williams Jones & Associates
New York
$13.7M +$12.8M +412,886 New
3AM
68
3D Asset Management
Connecticut
$13.4M +$1.26M +40,714 +11%
SC
69
Scotia Capital
Ontario, Canada
$13.4M +$10.6M +343,008 +552%
B
70
Baird
Wisconsin
$13.2M +$5M +161,174 +68%
AGA
71
Accuvest Global Advisors
Utah
$12.5M -$6.3M -203,390 -35%
CA
72
Cumberland Advisors
Florida
$12.5M +$2.74M +88,540 +31%
BAAM
73
Baker Avenue Asset Management
California
$12.2M +$11.4M +369,306 New
WB
74
Webster Bank
Connecticut
$12.2M +$4.79M +154,516 +72%
FTIOP
75
Fiduciary Trust International of Pennsylvania
Pennsylvania
$11.9M +$11.1M +359,136 New

HEDJ Hedge Fund Activity: Q1 2015 in Review

351 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q1 2015, worth a combined $10.5B — up 191% from $3.6B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new HEDJ positions and 23 closed out — a net gain of 167 holders — while 121 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $1.12B. The largest seller was Deutsche Bank, exiting entirely with an estimated $78M sold.

  • 351 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q1 2015, up from 186 in Q4 2014.
  • Funds reported $10.5B of WisdomTree Europe Hedged Equity Fund stock for Q1 2015, up 191% quarter-over-quarter.
  • 190 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q1 2015 and 23 closed out, a net change of +167 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q1 2015 was Bank of America, an estimated $1.12B added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q1 2015 was Deutsche Bank, an estimated $78M sold.

Based on aggregated 13F filings for Q1 2015.