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WisdomTree Europe Hedged Equity Fund
HEDJ

186 hedge funds and large institutions have $3.6B invested in WisdomTree Europe Hedged Equity Fund in 2014 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 73 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

691% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 11

329% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 17

120% more call options, than puts

Call options by funds: $4.63M | Put options by funds: $2.11M

109% more funds holding in top 10

Funds holding in top 10: 11 → 23 (+12)

97% more capital invested

Capital invested by funds: $1.83B → $3.6B (+$1.78B)

68% more funds holding

Funds holding: 111 → 186 (+75)

4.49% more ownership

Funds ownership: 120.17% → 124.66% (+4.5%)

Holders
186
Holders Change
+75
Holders Change %
+67.57%
% of All Funds
4.96%
Holding in Top 10
23
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+109.09%
% of All Funds
0.61%
New
87
Increased
73
Reduced
17
Closed
11
Calls
$4.63M
Puts
$2.11M
Net Calls
+$2.52M
Net Calls Change
+$4.02M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$326M
2
Morgan Stanley
Morgan Stanley
New York
+$230M
3
RIG
RiverFront Investment Group
Virginia
+$169M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$164M
5
Wells Fargo
Wells Fargo
California
+$109M

Top Sellers

Rank Fund Capital Flow
1
MCC
Mid Continent Capital
Illinois
-$12M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.03M
3
SG Americas Securities
SG Americas Securities
New York
-$5.86M
4
VKH
Virtu KCG Holdings
New York
-$4.24M
5
Mariner
Mariner
Kansas
-$2.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$2.71M +$2.41M +85,322 +697%
FTUS
77
Flow Traders U.S.
New York
$2.57M +$2.61M +92,418 New
TAM
78
Tocqueville Asset Management
New York
$2.48M +$2.52M +89,200 New
OCAM
79
Onex Canada Asset Management
Ontario, Canada
$2.38M +$2.42M +85,680 New
Bank of Nova Scotia
80
Bank of Nova Scotia
Ontario, Canada
$2.33M +$2.36M +83,274 New
Allianz Asset Management
81
Allianz Asset Management
Germany
$2.23M +$2.27M +80,220 New
KC
82
Kingfisher Capital
North Carolina
$2.21M +$2.24M +79,274 New
BHB
83
Bank Hapoalim BM
Israel
$2.1M +$837K +29,574 +64%
OMC
84
Old Mission Capital
Illinois
$1.85M +$1.88M +66,364 New
VKH
85
Virtu KCG Holdings
New York
$1.8M -$4.24M -149,858 -70%
SC
86
Scotia Capital
Ontario, Canada
$1.73M -$7.92K -280 -0.4%
GEM
87
Global Endowment Management
North Carolina
$1.71M -$1.06M -37,400 -38%
SIA
88
SeaBridge Investment Advisors
New Jersey
$1.71M +$1.71M +60,350 +5,437%
EGA
89
E&G Advisors
Texas
$1.7M +$682K +24,100 +65%
VC
90
Vicus Capital
Pennsylvania
$1.68M +$487K +17,228 +40%
KA
91
Kovack Advisors
Florida
$1.62M +$1.65M +58,328 New
SFT
92
Simmons First Trust
Arkansas
$1.61M +$1.64M +57,862 New
MAA
93
Managed Account Advisors
New Jersey
$1.54M +$567K +20,030 +56%
PVH
94
Psagot Value Holdings
Israel
$1.54M +$1.56M +55,214 New
AIG
95
American International Group
New York
$1.45M +$478K +16,906 +48%
Neuberger Berman Group
96
Neuberger Berman Group
New York
$1.43M +$1.46M +51,472 New
ACM
97
Aviance Capital Management
Florida
$1.4M +$1.42M +50,144 New
Koshinski Asset Management
98
Koshinski Asset Management
Illinois
$1.36M +$1.39M +48,956 New
CHAM
99
Clear Harbor Asset Management
Connecticut
$1.2M +$226K +7,970 +23%
MWM
100
Merriman Wealth Management
Washington
$1.2M +$1.23M +43,600 New
2 3
4
5 6

HEDJ Hedge Fund Activity: Q4 2014 in Review

186 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q4 2014, worth a combined $3.6B — up 97% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new HEDJ positions and 11 closed out — a net gain of 76 holders — while 73 added to existing stakes and 17 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $326M. The largest seller was Mid Continent Capital, exiting entirely with an estimated $12M sold.

  • 186 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q4 2014, up from 111 in Q3 2014.
  • Funds reported $3.6B of WisdomTree Europe Hedged Equity Fund stock for Q4 2014, up 97% quarter-over-quarter.
  • 87 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q4 2014 and 11 closed out, a net change of +76 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q4 2014 was Goldman Sachs, an estimated $326M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q4 2014 was Mid Continent Capital, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2014.