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WisdomTree Europe Hedged Equity Fund

310 hedge funds and large institutions have $4.32B invested in WisdomTree Europe Hedged Equity Fund in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 94 increasing their positions, 126 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $32.4M | Put options by funds: $17.6M

0.15% less ownership

Funds ownership: 92.93%92.78% (-0.15%)

0% less capital invested

Capital invested by funds: $4.33B → $4.32B (-$11.7M)

6% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 36

3% less funds holding

Funds holding: 318310 (-8)

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

25% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 126

Holders
310
Holders Change
-8
Holders Change %
-2.52%
% of All Funds
7.72%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.62%
New
34
Increased
94
Reduced
126
Closed
36
Calls
$32.4M
Puts
$17.6M
Net Calls
+$14.8M
Net Calls Change
-$320M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
126
VOYA Investment Management
Georgia
$1.55M +$1.47M +49,374 New
LWAC
127
Laurel Wealth Advisors (California)
California
$1.52M +$120K +4,044 +9%
ACP
128
Ashfield Capital Partners
California
$1.47M +$216K +7,268 +18%
AIP
129
ARS Investment Partners
New York
$1.44M
HIIFS
130
Harel Insurance Investments & Financial Services
Israel
$1.4M +$1.33M +44,538 New
William Blair & Company
131
William Blair & Company
Illinois
$1.36M -$159K -5,352 -11%
GT
132
Glenmede Trust
Pennsylvania
$1.31M -$311K -10,460 -20%
IP
133
Intellectus Partners
California
$1.29M +$86.3K +2,898 +8%
FSA
134
Financial Sense Advisors
California
$1.26M +$521K +17,492 +77%
BlackRock
135
BlackRock
New York
$1.22M +$3.04K +102 +0.3%
BWM
136
BigSur Wealth Management
Florida
$1.22M -$119K -4,000 -10%
MCM
137
Makena Capital Management
California
$1.2M -$17.9K -600 -2%
NEI
138
Northwest & Ethical Investments
Ontario, Canada
$1.18M -$780K -26,200 -41%
FAAS
139
First Allied Advisory Services
California
$1.15M -$151K -5,060 -12%
PAS
140
Partnervest Advisory Services
California
$1.15M -$81.5K -2,738 -7%
VKH
141
Virtu KCG Holdings
New York
$1.15M +$243K +8,172 +29%
AS
142
Arxis Securities
New York
$1.13M +$1.07M +36,056 New
PA
143
Parallel Advisors
California
$1.1M +$185K +6,224 +23%
QCG
144
Quadrant Capital Group
Ohio
$1.09M +$1.03M +34,636 New
WC
145
Wexford Capital
Florida
$1.06M -$29.8K -1,000 -3%
HCA
146
Harbour Capital Advisors
Virginia
$1.03M
FB
147
Fulton Bank
Pennsylvania
$998K +$120K +4,048 +15%
EAMA
148
EFG Asset Management (Americas)
Florida
$967K -$649K -21,796 -41%
ID
149
Integral Derivatives
New York
$955K -$626K -21,016 -41%
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$950K +$38.1K +1,280 +4%

HEDJ Hedge Fund Activity: Q1 2017 in Review

310 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q1 2017, worth a combined $4.32B — down 0.27% from $4.33B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of HEDJ and 34 opened new positions — a net loss of 2 holders — while 126 trimmed existing stakes and 94 added.

The largest buyer was Country Club Trust, opening a new position worth an estimated $20.9M. The largest seller was Jane Street, cutting an estimated $101M.

  • 310 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q1 2017, down from 318 in Q4 2016.
  • Funds reported $4.32B of WisdomTree Europe Hedged Equity Fund stock for Q1 2017, down 0.27% quarter-over-quarter.
  • 34 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q1 2017 and 36 closed out, a net change of -2 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q1 2017 was Country Club Trust, an estimated $20.9M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q1 2017 was Jane Street, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2017.