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WisdomTree Europe Hedged Equity Fund

304 hedge funds and large institutions have $4.69B invested in WisdomTree Europe Hedged Equity Fund in 2017 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 112 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $95.2M | Put options by funds: $39.4M

17.61% more ownership

Funds ownership: 86.05%103.66% (+18%)

17% more capital invested

Capital invested by funds: $4.02B → $4.69B (+$670M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

4% less funds holding

Funds holding: 318304 (-14)

14% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 112

23% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 48

Holders
304
Holders Change
-14
Holders Change %
-4.4%
% of All Funds
7.58%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.55%
New
37
Increased
96
Reduced
112
Closed
48
Calls
$95.2M
Puts
$39.4M
Net Calls
+$55.8M
Net Calls Change
+$81.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HB
76
Homrich & Berg
Georgia
$4.26M +$3.26M +103,972 +375%
BHB
77
Bank Hapoalim BM
Israel
$4.2M -$109K -3,490 -3%
PAG
78
Private Advisor Group
New Jersey
$4.16M -$1.67M -53,408 -29%
Allianz Asset Management
79
Allianz Asset Management
Germany
$4.12M -$12.9M -412,454 -76%
Loomis, Sayles & Company
80
Loomis, Sayles & Company
Massachusetts
$4.1M +$3.97M +126,636 New
MPWT
81
MassMutual Private Wealth & Trust
Connecticut
$4.01M -$3.76K -120 -0.1%
CA
82
Cetera Advisors
Colorado
$4M -$29.7K -948 -0.8%
MIFH
83
Migdal Insurance & Financial Holdings
Israel
$3.91M -$417K -13,290 -8%
BOS
84
Bank of Stockton
California
$3.74M -$256K -8,160 -7%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$3.73M -$136K -4,328 -4%
AG
86
Advisor Group
Arizona
$3.7M +$773K +24,646 +27%
VSWA
87
Vontobel Swiss Wealth Advisors
Switzerland
$3.47M +$54.2K +1,728 +2%
NFG
88
Next Financial Group
Texas
$3.36M -$77.6K -2,476 -2%
ACP
89
Ashfield Capital Partners
California
$3.28M -$152K -4,846 -5%
SFPIA
90
Stevens First Principles Investment Advisors
California
$3.18M +$34.2K +1,090 +1%
BUB
91
BBVA USA Bancshares
Texas
$3.11M
PPA
92
Parametric Portfolio Associates
Washington
$3.07M -$66.5K -2,120 -2%
DAM
93
Deltec Asset Management
New York
$3.02M -$1.94M -62,000 -40%
HT
94
HAP Trading
New York
$2.98M +$2.89M +92,042 New
BTS
95
BB&T Securities
Virginia
$2.9M +$176K +5,606 +7%
Nomura Holdings
96
Nomura Holdings
Japan
$2.79M +$2.72M +86,900 New
SIA
97
Starfire Investment Advisers
Michigan
$2.77M -$48.5K -1,548 -2%
IP
98
Intellectus Partners
California
$2.75M +$140K +4,482 +6%
RCYC
99
Richard C. Young & Co
Rhode Island
$2.74M -$253K -8,070 -9%
GLRA
100
Gerald L. Ray & Associates
Texas
$2.68M +$14.1K +450 +0.5%

HEDJ Hedge Fund Activity: Q3 2017 in Review

304 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q3 2017, worth a combined $4.69B — up 17% from $4.02B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of HEDJ and 37 opened new positions — a net loss of 11 holders — while 112 trimmed existing stakes and 96 added.

The largest buyer was Bank of America, adding an estimated $690M. The largest seller was Morgan Stanley, cutting an estimated $121M.

  • 304 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q3 2017, down from 318 in Q2 2017.
  • Funds reported $4.69B of WisdomTree Europe Hedged Equity Fund stock for Q3 2017, up 17% quarter-over-quarter.
  • 37 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q3 2017 and 48 closed out, a net change of -11 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q3 2017 was Bank of America, an estimated $690M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q3 2017 was Morgan Stanley, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2017.