WisdomTree Europe Hedged Equity Fund
HEDJ
275 hedge funds and large institutions have $2.39B invested in WisdomTree Europe Hedged Equity Fund in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 71 increasing their positions, 117 reducing their positions, and 35 closing their positions.
30% more call options, than puts
Call options by funds: $9.48M | Put options by funds: $7.28M
0.9% less ownership
Funds ownership: 91.38% → 90.48% (-0.9%)
7% less funds holding
Funds holding: 295 → 275 (-20)
7% less capital invested
Capital invested by funds: $2.56B → $2.39B (-$178M)
20% less funds holding in top 10
Funds holding in top 10: 15 → 12 (-3)
39% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 117
51% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Permanens Capital
New York
|
+$17M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$10.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$7.07M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.01M |
| 5 |
HCA
Harbour Capital Advisors
Tysons Corner,
Virginia
|
+$2.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$37.5M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$35.5M |
| 3 |
JPC
Jabodon PT Co
Reno,
Nevada
|
-$29.5M |
| 4 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$28.4M |
| 5 |
Jane Street
New York
|
-$20.1M |
HEDJ Hedge Fund Activity: Q3 2018 in Review
275 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q3 2018, worth a combined $2.39B — down 6.9% from $2.56B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of HEDJ and 17 opened new positions — a net loss of 18 holders — while 117 trimmed existing stakes and 71 added.
The largest buyer was Permanens Capital, adding an estimated $17M. The largest seller was Bank of America, cutting an estimated $37.5M.
- 275 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q3 2018, down from 295 in Q2 2018.
- Funds reported $2.39B of WisdomTree Europe Hedged Equity Fund stock for Q3 2018, down 6.9% quarter-over-quarter.
- 17 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q3 2018 and 35 closed out, a net change of -18 holders.
- The largest WisdomTree Europe Hedged Equity Fund buyer in Q3 2018 was Permanens Capital, an estimated $17M added.
- The largest WisdomTree Europe Hedged Equity Fund seller in Q3 2018 was Bank of America, an estimated $37.5M sold.
Based on aggregated 13F filings for Q3 2018.