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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
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$102K -$87.3K -3,000 -46%
S
77
SignatureFD
Georgia
$67K +$66.4K +2,280 New
NES
78
New England Securities
New York
$46K
SIA
79
SeaBridge Investment Advisors
New Jersey
$32K
PAS
80
Partnervest Advisory Services
California
$28K +$28.2K +968 New
MAS
81
Madden Advisory Services
Florida
$26K +$26.2K +900 New
WA
82
Waverly Advisors
Alabama
$24K +$23.7K +814 New
PSI
83
Pinnacle Summer Investments
Virginia
$22K
HI
84
Hudock Inc
Pennsylvania
$17K +$16.7K +574 New
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$13K +$13.1K +450 New
BBPWM
86
Blue Bell Private Wealth Management
Pennsylvania
$12K +$11.6K +400 New
Creative Planning
87
Creative Planning
Kansas
$10K +$9.84K +338 New
WCM
88
Wealthcare Capital Management
Virginia
$7K
FTUS
89
Flow Traders U.S.
New York
-$3.57M -126,198 Closed
BF
90
BOK Financial
Oklahoma
-$1.1M -38,946 Closed
B
91
Bellecapital
Switzerland
-$559K -19,780 Closed
PR
92
Payden & Rygel
California
-$467K -16,500 Closed
TRCT
93
Tower Research Capital (TRC)
New York
-$153K -5,400 Closed
DBT
94
Dubuque Bank & Trust
Iowa
-$90K -3,170 Closed
JIR
95
James Investment Research
Ohio
-$32K -1,142 Closed
EWM
96
Evercore Wealth Management
New York
-$11K -380 Closed

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.