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WisdomTree Europe Hedged Equity Fund
HEDJ

334 hedge funds and large institutions have $3.66B invested in WisdomTree Europe Hedged Equity Fund in 2017 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 104 increasing their positions, 98 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 36

93% more call options, than puts

Call options by funds: $109M | Put options by funds: $56.2M

10% more funds holding

Funds holding: 304 → 334 (+30)

5% more funds holding in top 10

Funds holding in top 10: 22 → 23 (+1)

6% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 98

6.74% less ownership

Funds ownership: 103.66% → 96.92% (-6.7%)

22% less capital invested

Capital invested by funds: $4.69B → $3.66B (-$1.03B)

Holders
334
Holders Change
+30
Holders Change %
+9.87%
% of All Funds
7.58%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.52%
New
71
Increased
104
Reduced
98
Closed
36
Calls
$109M
Puts
$56.2M
Net Calls
+$52.4M
Net Calls Change
-$3.33M

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
+$88.9M
2
Jane Street
Jane Street
New York
+$47.5M
3
RJA
Raymond James & Associates
Florida
+$24.8M
4
Bessemer Group
Bessemer Group
New Jersey
+$24.7M
5
UBS Group
UBS Group
Switzerland
+$15.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.11B
2
AllianceBernstein
AllianceBernstein
Tennessee
-$61.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$21.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$19.4M
5
CCA
Conservest Capital Advisors
Pennsylvania
-$16.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
KHLMTHM
201
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$436K +$444K +13,672 New
VA
202
Valmark Advisers
Ohio
$432K +$441K +13,570 New
VC
203
Vicus Capital
Pennsylvania
$430K -$20.7K -638 -5%
I
204
IberiaBank
Louisiana
$419K +$24.2K +744 +6%
SWP
205
Stratos Wealth Partners
Ohio
$407K +$41.3K +1,270 +11%
Creative Planning
206
Creative Planning
Kansas
$406K -$710K -21,852 -63%
HC
207
Hourglass Capital
Texas
$406K – – –
FFS
208
Founders Financial Securities
Maryland
$405K +$39.6K +1,220 +11%
SMFG
209
Sumitomo Mitsui Financial Group
Japan
$402K -$382K -11,772 -48%
BAM
210
Belpointe Asset Management
Nevada
$399K +$1.17K +36 +0.3%
State Street
211
State Street
Massachusetts
$391K +$23.6K +726 +6%
WCM
212
Wunderlich Capital Managemnt
Tennessee
$389K – – –
CIAS
213
Capital Investment Advisory Services
North Carolina
$388K -$6.89K -212 -2%
BPC
214
Banque Pictet & Cie
Switzerland
$388K -$5.59K -172 -1%
AI
215
Atria Investments
North Carolina
$379K +$387K +11,902 New
CWM
216
Circle Wealth Management
New Jersey
$369K -$26.8K -826 -7%
HI
217
Hudock Inc
Pennsylvania
$366K +$280K +8,626 +299%
AA
218
Alesco Advisors
New York
$356K – – –
GA
219
GFS Advisors
Texas
$342K – – –
3AM
220
3D Asset Management
Connecticut
$336K -$46.4K -1,428 -12%
CC
221
Courier Capital
New York
$333K -$20.3K -626 -6%
SG Americas Securities
222
SG Americas Securities
New York
$332K -$96.2K -2,962 -22%
PCP
223
Proficio Capital Partners
Massachusetts
$332K – – –
RFO
224
RiverGlades Family Offices
Florida
$327K +$333K +10,256 New
FWP
225
FAS Wealth Partners
Kansas
$325K +$65 +2 +0%
7 8
9
10 11

HEDJ Hedge Fund Activity: Q4 2017 in Review

334 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q4 2017, worth a combined $3.66B — down 22% from $4.69B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new HEDJ positions and 36 closed out — a net gain of 35 holders — while 104 added to existing stakes and 98 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $88.9M. The largest seller was Bank of America, cutting an estimated $1.11B.

  • 334 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q4 2017, up from 304 in Q3 2017.
  • Funds reported $3.66B of WisdomTree Europe Hedged Equity Fund stock for Q4 2017, down 22% quarter-over-quarter.
  • 71 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q4 2017 and 36 closed out, a net change of +35 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q4 2017 was RiverFront Investment Group, an estimated $88.9M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q4 2017 was Bank of America, an estimated $1.11B sold.

Based on aggregated 13F filings for Q4 2017.