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WisdomTree Europe Hedged Equity Fund

384 hedge funds and large institutions have $9.39B invested in WisdomTree Europe Hedged Equity Fund in 2015 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 134 increasing their positions, 142 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $347M | Put options by funds: $128M

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

3.55% more ownership

Funds ownership: 107.71%111.25% (+3.5%)

1% more funds holding

Funds holding: 379384 (+5)

6% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 142

7% less capital invested

Capital invested by funds: $10.1B → $9.39B (-$661M)

12% less funds holding in top 10

Funds holding in top 10: 6053 (-7)

Holders
384
Holders Change
+5
Holders Change %
+1.32%
% of All Funds
10.07%
Holding in Top 10
53
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.67%
% of All Funds
1.39%
New
68
Increased
134
Reduced
142
Closed
57
Calls
$347M
Puts
$128M
Net Calls
+$219M
Net Calls Change
-$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
151
Glenmede Trust
Pennsylvania
$2.77M -$202K -6,840 -6%
HIIFS
152
Harel Insurance Investments & Financial Services
Israel
$2.68M +$2.94M +99,474 New
BUB
153
BBVA USA Bancshares
Texas
$2.67M +$1.51M +51,026 +106%
ACP
154
Ashfield Capital Partners
California
$2.55M +$62.4K +2,114 +2%
KHLMTHM
155
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.55M
AWP
156
Ascent Wealth Partners
New York
$2.51M -$208K -7,036 -7%
CIM
157
Calvert Investment Management
Maryland
$2.5M
PAG
158
Private Advisor Group
New Jersey
$2.47M +$272K +9,204 +11%
EAMA
159
EFG Asset Management (Americas)
Florida
$2.46M -$126K -4,258 -3%
IFWM
160
Institute for Wealth Management
Colorado
$2.44M -$366K -12,388 -12%
NFG
161
Next Financial Group
Texas
$2.43M +$512K +17,352 +24%
BT
162
Beacon Trust
New Jersey
$2.38M -$350K -11,860 -12%
SIA
163
Starfire Investment Advisers
Michigan
$2.36M +$549K +18,606 +27%
SRCM
164
Sterling Ridge Capital Management
New York
$2.36M +$2.58M +87,572 New
BCM
165
Beck Capital Management
Texas
$2.35M +$2.58M +87,444 New
QA
166
Quintium Advisors
Tennessee
$2.32M -$937K -31,740 -27%
MCM
167
Millie Capital Management
California
$2.25M -$803K -27,222 -25%
SWP
168
Stratos Wealth Partners
Ohio
$2.21M +$942K +31,928 +64%
Natixis Advisors
169
Natixis Advisors
Massachusetts
$2.2M -$2M -67,690 -45%
CPA
170
Capital Planning Advisors
California
$2.19M -$2M -67,662 -45%
IIA
171
IPG Investment Advisors
California
$2.15M -$393K -13,300 -14%
CW
172
Cobiz Wealth
Colorado
$2.11M -$113K -3,840 -5%
BGA
173
Belmont Global Advisors
Texas
$2.1M
HIC
174
Holderness Investments Company
North Carolina
$2.08M +$622K +21,088 +37%
SP
175
Sarasin & Partners
United Kingdom
$2.04M -$564K -19,120 -20%

HEDJ Hedge Fund Activity: Q4 2015 in Review

384 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q4 2015, worth a combined $9.39B — down 6.6% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new HEDJ positions and 57 closed out — a net gain of 11 holders — while 134 added to existing stakes and 142 trimmed.

The largest buyer was Bessemer Group, adding an estimated $544M. The largest seller was Morgan Stanley, cutting an estimated $342M.

  • 384 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q4 2015, up from 379 in Q3 2015.
  • Funds reported $9.39B of WisdomTree Europe Hedged Equity Fund stock for Q4 2015, down 6.6% quarter-over-quarter.
  • 68 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q4 2015 and 57 closed out, a net change of +11 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q4 2015 was Bessemer Group, an estimated $544M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q4 2015 was Morgan Stanley, an estimated $342M sold.

Based on aggregated 13F filings for Q4 2015.