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WisdomTree Europe Hedged Equity Fund

50 hedge funds and large institutions have $335M invested in WisdomTree Europe Hedged Equity Fund in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 5

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

51% more capital invested

Capital invested by funds: $222M → $335M (+$114M)

25% more funds holding

Funds holding: 4050 (+10)

9.99% less ownership

Funds ownership: 117.55%107.56% (-10%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
50
Holders Change
+10
Holders Change %
+25%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
16
Increased
27
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$68.5M +$16.2M +597,328 +32%
Morgan Stanley
2
Morgan Stanley
New York
$52.9M +$14.2M +523,040 +38%
Goldman Sachs
3
Goldman Sachs
New York
$46.5M +$11.2M +412,016 +33%
U
4
UBS
Switzerland
$45.9M +$40.2M +1,478,934 +966%
HC
5
Highmount Capital
New York
$18.3M +$766K +28,160 +5%
Ameriprise
6
Ameriprise
Minnesota
$18.2M +$17.3M +636,606 +5,828%
CCT
7
Country Club Trust
Missouri
$12.3M +$1.74M +64,046 +17%
Deutsche Bank
8
Deutsche Bank
Germany
$11.8M +$10.9M +402,558 +2,495%
HSBC Holdings
9
HSBC Holdings
United Kingdom
$9.18M +$800K +29,434 +10%
Mariner
10
Mariner
Kansas
$7.23M +$2.16M +79,616 +45%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.75M +$2.83M +103,934 +103%
NYLIM
12
New York Life Investment Management
New York
$5.3M +$2.06M +75,734 +67%
CCM
13
Condor Capital Management
New Jersey
$3.66M +$1.06M +38,902 +43%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$3.66M +$170K +6,252 +5%
BEC
15
Blue Edge Capital
Virginia
$3.06M +$2.96M +108,922 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.75M +$727K +26,736 +37%
PP
17
Patten & Patten
Tennessee
$2.54M +$1.48M +54,510 +151%
HighTower Advisors
18
HighTower Advisors
Illinois
$2.08M +$1.04M +38,146 +106%
Wells Fargo
19
Wells Fargo
California
$1.47M +$624K +22,960 +78%
CS
20
Credit Suisse
Switzerland
$1.31M +$917K +33,732 +264%
WA
21
Winfield Associates
Ohio
$1.13M +$1.09M +40,170 New
BF
22
BOK Financial
Oklahoma
$1.1M +$1.07M +39,256 New
VC
23
Vicus Capital
Pennsylvania
$957K +$239K +8,784 +35%
VKH
24
Virtu KCG Holdings
New York
$866K +$839K +30,846 New
BCM
25
Beck Capital Management
Texas
$824K +$834K +30,666 New

HEDJ Hedge Fund Activity: Q4 2013 in Review

50 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q4 2013, worth a combined $335M — up 51% from $222M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HEDJ positions and 5 closed out — a net gain of 11 holders — while 27 added to existing stakes and 5 trimmed.

The largest buyer was UBS, adding an estimated $40.2M. The largest seller was Pinnacle Advisory Group, cutting an estimated $34.4M.

  • 50 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q4 2013, up from 40 in Q3 2013.
  • Funds reported $335M of WisdomTree Europe Hedged Equity Fund stock for Q4 2013, up 51% quarter-over-quarter.
  • 16 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q4 2013 and 5 closed out, a net change of +11 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q4 2013 was UBS, an estimated $40.2M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q4 2013 was Pinnacle Advisory Group, an estimated $34.4M sold.

Based on aggregated 13F filings for Q4 2013.