WisdomTree Europe Hedged Equity Fund
HEDJ
260 hedge funds and large institutions have $1.8B invested in WisdomTree Europe Hedged Equity Fund in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 29 increasing their positions, 132 reducing their positions, and 55 closing their positions.
0.72% more ownership
Funds ownership: 90.48% → 91.2% (+0.72%)
5% less funds holding
Funds holding: 275 → 260 (-15)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
25% less capital invested
Capital invested by funds: $2.39B → $1.8B (-$587M)
25% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 55
32% less call options, than puts
Call options by funds: $3.79M | Put options by funds: $5.55M
78% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 132
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
+$49.2M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$20.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$11.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.28M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$6.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$64.9M |
| 2 |
Morgan Stanley
New York
|
-$40.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$40.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$24.4M |
| 5 |
HWA
Heritage Wealth Advisors
Richmond,
Virginia
|
-$21.3M |
HEDJ Hedge Fund Activity: Q4 2018 in Review
260 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q4 2018, worth a combined $1.8B — down 25% from $2.39B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of HEDJ and 41 opened new positions — a net loss of 14 holders — while 132 trimmed existing stakes and 29 added.
The largest buyer was Itau Unibanco Holding S.A., adding an estimated $49.2M. The largest seller was Goldman Sachs, cutting an estimated $64.9M.
- 260 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q4 2018, down from 275 in Q3 2018.
- Funds reported $1.8B of WisdomTree Europe Hedged Equity Fund stock for Q4 2018, down 25% quarter-over-quarter.
- 41 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q4 2018 and 55 closed out, a net change of -14 holders.
- The largest WisdomTree Europe Hedged Equity Fund buyer in Q4 2018 was Itau Unibanco Holding S.A., an estimated $49.2M added.
- The largest WisdomTree Europe Hedged Equity Fund seller in Q4 2018 was Goldman Sachs, an estimated $64.9M sold.
Based on aggregated 13F filings for Q4 2018.