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WisdomTree Europe Hedged Equity Fund

379 hedge funds and large institutions have $11B invested in WisdomTree Europe Hedged Equity Fund in 2015 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 209 increasing their positions, 60 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 60

69% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 48

18% more call options, than puts

Call options by funds: $228M | Put options by funds: $194M

8% more funds holding

Funds holding: 351379 (+28)

5% more capital invested

Capital invested by funds: $10.5B → $11B (+$556M)

1% more funds holding in top 10

Funds holding in top 10: 6768 (+1)

17.57% less ownership

Funds ownership: 129.99%112.42% (-18%)

Holders
379
Holders Change
+28
Holders Change %
+7.98%
% of All Funds
10.21%
Holding in Top 10
68
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.49%
% of All Funds
1.83%
New
81
Increased
209
Reduced
60
Closed
48
Calls
$228M
Puts
$194M
Net Calls
+$34.1M
Net Calls Change
+$68.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.73B +$372M +11,393,848 +25%
Morgan Stanley
2
Morgan Stanley
New York
$1.27B +$104M +3,197,862 +8%
Goldman Sachs
3
Goldman Sachs
New York
$979M -$26.1M -800,444 -2%
UBS Group
4
UBS Group
Switzerland
$952M +$255M +7,814,614 +34%
Bessemer Group
5
Bessemer Group
New Jersey
$515M +$169M +5,167,002 +45%
RIG
6
RiverFront Investment Group
Virginia
$512M +$23.9M +732,842 +5%
MAA
7
Managed Account Advisors
New Jersey
$473M +$171M +5,239,286 +52%
Wells Fargo
8
Wells Fargo
California
$416M +$46.7M +1,428,800 +12%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$349M +$3.33M +102,066 +0.9%
State Street
10
State Street
Massachusetts
$201M +$166M +5,084,488 +352%
RJA
11
Raymond James & Associates
Florida
$185M +$129M +3,951,660 +194%
State of New Jersey Common Pension Fund D
12
State of New Jersey Common Pension Fund D
New Jersey
$176M +$186M +5,700,000 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$157M +$26.8M +821,498 +19%
Ameriprise
14
Ameriprise
Minnesota
$145M +$9.66M +295,850 +7%
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$127M +$50.3M +1,538,534 +59%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$116M +$28.3M +865,010 +30%
PVH
17
Psagot Value Holdings
Israel
$98.8M +$25.4M +778,912 +32%
LPL Financial
18
LPL Financial
California
$83.3M +$20.1M +616,502 +29%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$81.5M +$58.4M +1,788,842 +208%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$81.1M -$496K -15,182 -0.6%
Citigroup
21
Citigroup
New York
$65M -$52M -1,591,784 -43%
CS
22
Credit Suisse
Switzerland
$64.9M +$680K +20,832 +1%
RMPT
23
Raytheon Master Pension Trust
Massachusetts
$64.8M +$68.8M +2,105,420 New
AUIM
24
Aegon USA Investment Management
Iowa
$58.5M +$27.4M +839,922 +88%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$57.5M -$32.8M -1,005,012 -35%