WisdomTree Europe Hedged Equity Fund
HEDJ
189 hedge funds and large institutions have $566M invested in WisdomTree Europe Hedged Equity Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 36 increasing their positions, 57 reducing their positions, and 15 closing their positions.
577% more call options, than puts
Call options by funds: $894K | Put options by funds: $132K
133% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 15
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
10% more funds holding
Funds holding: 172 → 189 (+17)
1.07% more ownership
Funds ownership: 79.44% → 80.51% (+1.1%)
29% less capital invested
Capital invested by funds: $796M → $566M (-$230M)
37% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Portfolio Strategies
Monsey,
New York
|
+$12.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.9M |
| 3 |
VFM
Valley Financial Management
New York
|
+$8.44M |
| 4 |
KAH
Kathryn A. Hall
|
+$8.24M |
| 5 |
PC
Permanens Capital
New York
|
+$6.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$25.5M |
| 2 |
Goldman Sachs
New York
|
-$23.4M |
| 3 |
AWM
Activest Wealth Management
Aventure,
Florida
|
-$6.13M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.27M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$1.67M |
HEDJ Hedge Fund Activity: Q1 2023 in Review
189 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q1 2023, worth a combined $566M — down 29% from $796M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new HEDJ positions and 15 closed out — a net gain of 20 holders — while 36 added to existing stakes and 57 trimmed.
The largest buyer was Portfolio Strategies, opening a new position worth an estimated $12.8M. The largest seller was Jane Street, cutting an estimated $25.5M.
- 189 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q1 2023, up from 172 in Q4 2022.
- Funds reported $566M of WisdomTree Europe Hedged Equity Fund stock for Q1 2023, down 29% quarter-over-quarter.
- 35 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q1 2023 and 15 closed out, a net change of +20 holders.
- The largest WisdomTree Europe Hedged Equity Fund buyer in Q1 2023 was Portfolio Strategies, an estimated $12.8M added.
- The largest WisdomTree Europe Hedged Equity Fund seller in Q1 2023 was Jane Street, an estimated $25.5M sold.
Based on aggregated 13F filings for Q1 2023.