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WisdomTree Europe Hedged Equity Fund

61 hedge funds and large institutions have $515M invested in WisdomTree Europe Hedged Equity Fund in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

63% more call options, than puts

Call options by funds: $368K | Put options by funds: $226K

54% more capital invested

Capital invested by funds: $335M → $515M (+$180M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more funds holding

Funds holding: 5061 (+11)

7.11% less ownership

Funds ownership: 107.56%100.45% (-7.1%)

Holders
61
Holders Change
+11
Holders Change %
+22%
% of All Funds
1.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
17
Increased
25
Reduced
15
Closed
6
Calls
$368K
Puts
$226K
Net Calls
+$142K
Net Calls Change
+$142K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$129M +$58.3M +2,108,948 +87%
Morgan Stanley
2
Morgan Stanley
New York
$76.2M +$22.4M +811,676 +43%
U
3
UBS
Switzerland
$70M +$23.3M +844,594 +52%
Goldman Sachs
4
Goldman Sachs
New York
$57.7M +$10.6M +384,608 +23%
Ameriprise
5
Ameriprise
Minnesota
$46.8M +$27.9M +1,011,270 +156%
HC
6
Highmount Capital
New York
$18M -$430K -15,560 -2%
Deutsche Bank
7
Deutsche Bank
Germany
$17.2M +$5.25M +189,886 +45%
HSBC Holdings
8
HSBC Holdings
United Kingdom
$13.8M +$4.43M +160,254 +49%
CCT
9
Country Club Trust
Missouri
$12.4M -$497 -18 -0%
Mariner
10
Mariner
Kansas
$7.22M -$57.4K -2,076 -0.8%
NYLIM
11
New York Life Investment Management
New York
$6.98M +$1.61M +58,282 +31%
BEC
12
Blue Edge Capital
Virginia
$4.98M +$1.86M +67,240 +62%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$4.55M +$857K +31,006 +24%
PP
14
Patten & Patten
Tennessee
$4.4M +$1.8M +65,152 +72%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.15M -$1.6M -57,854 -28%
HighTower Advisors
16
HighTower Advisors
Illinois
$4.14M +$2M +72,250 +97%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$4.13M +$1.32M +47,868 +49%
CCM
18
Condor Capital Management
New Jersey
$3.65M -$30.6K -1,108 -0.9%
FTUS
19
Flow Traders U.S.
New York
$3.57M +$3.49M +126,198 New
GCA
20
Greenwood Capital Associates
South Carolina
$2.81M +$2.74M +99,290 New
MIH
21
Madison Investment Holdings
Wisconsin
$1.87M +$1.12M +40,692 +159%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.84M +$1.8M +64,960 New
Wells Fargo
23
Wells Fargo
California
$1.75M +$264K +9,544 +18%
SC
24
Scotia Capital
Ontario, Canada
$1.51M +$897K +32,458 +154%
BF
25
BOK Financial
Oklahoma
$1.1M -$8.57K -310 -0.8%