WisdomTree Europe Hedged Equity Fund
HEDJ
305 hedge funds and large institutions have $3.05B invested in WisdomTree Europe Hedged Equity Fund in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 78 increasing their positions, 122 reducing their positions, and 71 closing their positions.
15% more call options, than puts
Call options by funds: $24.4M | Put options by funds: $21.2M
2.77% less ownership
Funds ownership: 96.92% → 94.15% (-2.8%)
9% less funds holding
Funds holding: 334 → 305 (-29)
17% less capital invested
Capital invested by funds: $3.66B → $3.05B (-$616M)
26% less funds holding in top 10
Funds holding in top 10: 23 → 17 (-6)
36% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 122
37% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$34.3M |
| 2 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
+$19.6M |
| 3 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
+$14.1M |
| 4 |
AIM
Astor Investment Management
Chicago,
Illinois
|
+$13.6M |
| 5 |
SG Americas Securities
New York
|
+$13.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$101M |
| 2 |
Morgan Stanley
New York
|
-$87M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$79.9M |
| 4 |
Goldman Sachs
New York
|
-$49.4M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$46.6M |
HEDJ Hedge Fund Activity: Q1 2018 in Review
305 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q1 2018, worth a combined $3.05B — down 17% from $3.66B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of HEDJ and 45 opened new positions — a net loss of 26 holders — while 122 trimmed existing stakes and 78 added.
The largest buyer was BlackRock, adding an estimated $34.3M. The largest seller was Fidelity Investments, cutting an estimated $101M.
- 305 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q1 2018, down from 334 in Q4 2017.
- Funds reported $3.05B of WisdomTree Europe Hedged Equity Fund stock for Q1 2018, down 17% quarter-over-quarter.
- 45 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q1 2018 and 71 closed out, a net change of -26 holders.
- The largest WisdomTree Europe Hedged Equity Fund buyer in Q1 2018 was BlackRock, an estimated $34.3M added.
- The largest WisdomTree Europe Hedged Equity Fund seller in Q1 2018 was Fidelity Investments, an estimated $101M sold.
Based on aggregated 13F filings for Q1 2018.