WisdomTree Europe Hedged Equity Fund
HEDJ
111 hedge funds and large institutions have $1.71B invested in WisdomTree Europe Hedged Equity Fund in 2014 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 13 reducing their positions, and 12 closing their positions.
331% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 13
192% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 12
72% more capital invested
Capital invested by funds: $994M → $1.71B (+$715M)
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
26% more funds holding
Funds holding: 88 → 111 (+23)
12.45% more ownership
Funds ownership: 107.72% → 120.17% (+12%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$180M |
| 2 |
Goldman Sachs
New York
|
+$142M |
| 3 |
Morgan Stanley
New York
|
+$125M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$66.7M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$63.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LOM
Loeb Offshore Management
New York
|
-$26.2M |
| 2 |
FAAM
First Allied Asset Management
San Diego,
California
|
-$8.39M |
| 3 |
NYLIM
New York Life Investment Management
New York
|
-$4.95M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.82M |
| 5 |
BCM
Beck Capital Management
Austin,
Texas
|
-$2.38M |
HEDJ Hedge Fund Activity: Q3 2014 in Review
111 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q3 2014, worth a combined $1.71B — up 72% from $994M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new HEDJ positions and 12 closed out — a net gain of 23 holders — while 56 added to existing stakes and 13 trimmed.
The largest buyer was RiverFront Investment Group, adding an estimated $180M. The largest seller was Loeb Offshore Management, exiting entirely with an estimated $26.2M sold.
- 111 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q3 2014, up from 88 in Q2 2014.
- Funds reported $1.71B of WisdomTree Europe Hedged Equity Fund stock for Q3 2014, up 72% quarter-over-quarter.
- 35 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q3 2014 and 12 closed out, a net change of +23 holders.
- The largest WisdomTree Europe Hedged Equity Fund buyer in Q3 2014 was RiverFront Investment Group, an estimated $180M added.
- The largest WisdomTree Europe Hedged Equity Fund seller in Q3 2014 was Loeb Offshore Management, an estimated $26.2M sold.
Based on aggregated 13F filings for Q3 2014.