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WisdomTree Europe Hedged Equity Fund

384 hedge funds and large institutions have $9.39B invested in WisdomTree Europe Hedged Equity Fund in 2015 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 134 increasing their positions, 142 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $347M | Put options by funds: $128M

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

3.55% more ownership

Funds ownership: 107.71%111.25% (+3.5%)

1% more funds holding

Funds holding: 379384 (+5)

6% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 142

7% less capital invested

Capital invested by funds: $10.1B → $9.39B (-$661M)

12% less funds holding in top 10

Funds holding in top 10: 6053 (-7)

Holders
384
Holders Change
+5
Holders Change %
+1.32%
% of All Funds
10.08%
Holding in Top 10
53
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.67%
% of All Funds
1.39%
New
68
Increased
134
Reduced
142
Closed
57
Calls
$347M
Puts
$128M
Net Calls
+$219M
Net Calls Change
-$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.85B -$304M -10,293,646 -13%
Goldman Sachs
2
Goldman Sachs
New York
$813M -$145M -4,910,562 -14%
Morgan Stanley
3
Morgan Stanley
New York
$762M -$342M -11,571,996 -29%
UBS Group
4
UBS Group
Switzerland
$739M -$58.9M -1,996,742 -7%
Bessemer Group
5
Bessemer Group
New Jersey
$529M +$544M +18,441,362 +1,522%
RIG
6
RiverFront Investment Group
Virginia
$347M -$188M -6,367,744 -33%
Wells Fargo
7
Wells Fargo
California
$307M -$65.9M -2,232,878 -16%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$298M +$6.58M +222,826 +2%
State Street
9
State Street
Massachusetts
$275M +$52.8M +1,787,762 +21%
State of New Jersey Common Pension Fund D
10
State of New Jersey Common Pension Fund D
New Jersey
$207M +$8.85M +300,000 +4%
Jane Street
11
Jane Street
New York
$183M +$30M +1,016,616 +18%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$145M -$6.14M -207,888 -4%
Ameriprise
13
Ameriprise
Minnesota
$143M +$9.96M +337,458 +7%
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$138M +$4.72M +159,876 +3%
LPL Financial
15
LPL Financial
California
$126M +$63.5M +2,152,178 +83%
RJA
16
Raymond James & Associates
Florida
$126M -$61.6M -2,086,060 -31%
PVH
17
Psagot Value Holdings
Israel
$124M +$26M +879,958 +24%
JCM
18
Janney Capital Management
Pennsylvania
$105M +$24.5M +830,710 +27%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$84M +$5.51M +186,648 +6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$82.6M -$27.4M -927,322 -23%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$65M -$73.7M -2,495,726 -51%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$64.8M -$51.4M -1,741,686 -42%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$60.4M +$10.2M +344,202 +18%
TD Asset Management
24
TD Asset Management
Ontario, Canada
$54.6M +$59.9M +2,028,968 New
NM
25
NWI Management
New York
$53.8M