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WisdomTree Europe Hedged Equity Fund

254 hedge funds and large institutions have $1.65B invested in WisdomTree Europe Hedged Equity Fund in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 102 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $2.2M

1.67% less ownership

Funds ownership: 94.06%92.4% (-1.7%)

2% less funds holding

Funds holding: 260254 (-6)

7% less capital invested

Capital invested by funds: $1.77B → $1.65B (-$121M)

11% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 27

39% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 102

Holders
254
Holders Change
-6
Holders Change %
-2.31%
% of All Funds
5.52%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
24
Increased
62
Reduced
102
Closed
27
Calls
$2.4M
Puts
$2.2M
Net Calls
+$207K
Net Calls Change
-$3.49M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
76
M&T Bank
New York
$1.74M -$45.4K -1,382 -3%
BWM
77
BigSur Wealth Management
Florida
$1.72M -$197K -6,000 -10%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$1.71M -$74.8K -2,276 -4%
MML Investors Services
79
MML Investors Services
Massachusetts
$1.68M +$140K +4,264 +9%
GA
80
GFS Advisors
Texas
$1.67M
P
81
Pitcairn
Pennsylvania
$1.49M
Stifel Financial
82
Stifel Financial
Missouri
$1.45M -$54.3K -1,654 -4%
HCM
83
Hollencrest Capital Management
California
$1.35M
CVM
84
Cheviot Value Management
California
$1.34M -$32.5K -990 -2%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$1.3M -$117K -3,564 -8%
ZIG
86
Zurich Insurance Group
Switzerland
$1.3M +$179K +5,446 +16%
LSPW
87
Lake Street Private Wealth
Illinois
$1.29M -$26.7K -814 -2%
EAMA
88
EFG Asset Management (Americas)
Florida
$1.21M +$17.3K +526 +1%
GIP
89
Granite Investment Partners
California
$1.21M +$1.2M +36,534 New
SIA
90
Starfire Investment Advisers
Michigan
$1.1M -$51.8K -1,576 -5%
OWA
91
Outlook Wealth Advisors
Texas
$1.09M +$283K +8,602 +35%
PA
92
Parallel Advisors
California
$952K -$62.6K -1,906 -6%
Renaissance Technologies
93
Renaissance Technologies
New York
$920K +$914K +27,822 New
SPIA
94
Steward Partners Investment Advisory
New York
$917K +$26.7K +814 +3%
AIC
95
Ayalon Insurance Company
Israel
$896K -$284K -8,662 -24%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$891K
BFEC
97
Benjamin F. Edwards & Company
Missouri
$886K +$22.5K +684 +3%
CS
98
Credit Suisse
Switzerland
$879K -$2.63M -80,164 -75%
HB
99
Homrich & Berg
Georgia
$877K +$657 +20 +0.1%
SIA
100
Strategic Investment Advisors
Michigan
$876K +$147K +4,464 +20%

HEDJ Hedge Fund Activity: Q2 2019 in Review

254 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q2 2019, worth a combined $1.65B — down 6.8% from $1.77B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of HEDJ and 24 opened new positions — a net loss of 3 holders — while 102 trimmed existing stakes and 62 added.

The largest buyer was People's United Financial, opening a new position worth an estimated $53.7M. The largest seller was Goldman Sachs, cutting an estimated $108M.

  • 254 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q2 2019, down from 260 in Q1 2019.
  • Funds reported $1.65B of WisdomTree Europe Hedged Equity Fund stock for Q2 2019, down 6.8% quarter-over-quarter.
  • 24 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q2 2019 and 27 closed out, a net change of -3 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q2 2019 was People's United Financial, an estimated $53.7M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q2 2019 was Goldman Sachs, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2019.