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WisdomTree Europe Hedged Equity Fund

88 hedge funds and large institutions have $1.04B invested in WisdomTree Europe Hedged Equity Fund in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 39 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 8

333% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 9

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

102% more capital invested

Capital invested by funds: $515M → $1.04B (+$525M)

44% more funds holding

Funds holding: 6188 (+27)

7.28% more ownership

Funds ownership: 100.45%107.72% (+7.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.03M

Holders
88
Holders Change
+27
Holders Change %
+44.26%
% of All Funds
2.53%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.2%
New
35
Increased
39
Reduced
9
Closed
8
Calls
Puts
$2.03M
Net Calls
-$2.03M
Net Calls Change
-$2.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$170M +$37.5M +1,286,514 +28%
RIG
2
RiverFront Investment Group
Virginia
$137M +$137M +4,699,170 New
Morgan Stanley
3
Morgan Stanley
New York
$106M +$27.3M +938,486 +35%
U
4
UBS
Switzerland
$105M +$32.5M +1,117,664 +45%
Goldman Sachs
5
Goldman Sachs
New York
$84.8M +$25.2M +864,064 +42%
Ameriprise
6
Ameriprise
Minnesota
$73.4M +$24.9M +856,184 +52%
BTS
7
BB&T Securities
Virginia
$51M +$5.08M +174,616 New
HSBC Holdings
8
HSBC Holdings
United Kingdom
$36.8M +$22.5M +772,552 +159%
Deutsche Bank
9
Deutsche Bank
Germany
$34.2M +$16.3M +561,466 +92%
LOM
10
Loeb Offshore Management
New York
$26.2M +$26.1M +895,484 New
HC
11
Highmount Capital
New York
$17.9M -$669K -22,990 -4%
COI
12
Connable Office Inc
Michigan
$17.1M +$17M +584,072 New
Wells Fargo
13
Wells Fargo
California
$14.4M +$12.5M +429,894 +695%
CCT
14
Country Club Trust
Missouri
$14M +$1.17M +40,178 +9%
RJA
15
Raymond James & Associates
Florida
$11M +$10.2M +349,108 +1,349%
NYLIM
16
New York Life Investment Management
New York
$10.5M +$3.26M +111,976 +45%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$9.29M +$4.99M +171,342 +117%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$8.83M +$4.55M +156,408 +107%
FAAM
19
First Allied Asset Management
California
$8.39M +$8.32M +285,962 New
Mariner
20
Mariner
Kansas
$7.37M -$90.6K -3,112 -1%
CA
21
Cumberland Advisors
Florida
$6.91M +$6.89M +236,620 New
HighTower Advisors
22
HighTower Advisors
Illinois
$5.65M +$1.36M +46,706 +32%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$5.57M +$5.41M +185,866 +3,977%
MCC
24
Mid Continent Capital
Illinois
$5.55M +$5.54M +190,150 New
BEC
25
Blue Edge Capital
Virginia
$5.13M -$19.7K -676 -0.4%

HEDJ Hedge Fund Activity: Q2 2014 in Review

88 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q2 2014, worth a combined $1.04B — up 102% from $515M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HEDJ positions and 8 closed out — a net gain of 27 holders — while 39 added to existing stakes and 9 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $137M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $3.57M sold.

  • 88 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q2 2014, up from 61 in Q1 2014.
  • Funds reported $1.04B of WisdomTree Europe Hedged Equity Fund stock for Q2 2014, up 102% quarter-over-quarter.
  • 35 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q2 2014 and 8 closed out, a net change of +27 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q2 2014 was RiverFront Investment Group, an estimated $137M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q2 2014 was Flow Traders U.S., an estimated $3.57M sold.

Based on aggregated 13F filings for Q2 2014.