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WisdomTree Europe Hedged Equity Fund

318 hedge funds and large institutions have $4.33B invested in WisdomTree Europe Hedged Equity Fund in 2016 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 71 increasing their positions, 142 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

947% more call options, than puts

Call options by funds: $370M | Put options by funds: $35.3M

71% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 38

13% more funds holding in top 10

Funds holding in top 10: 2427 (+3)

6% more funds holding

Funds holding: 299318 (+19)

1% less capital invested

Capital invested by funds: $4.39B → $4.33B (-$62.7M)

1.61% less ownership

Funds ownership: 94.54%92.93% (-1.6%)

50% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 142

Holders
318
Holders Change
+19
Holders Change %
+6.35%
% of All Funds
7.95%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.68%
New
65
Increased
71
Reduced
142
Closed
38
Calls
$370M
Puts
$35.3M
Net Calls
+$334M
Net Calls Change
+$284M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$961M -$267M -9,748,462 -23%
Goldman Sachs
2
Goldman Sachs
New York
$587M -$25.8M -943,560 -4%
Morgan Stanley
3
Morgan Stanley
New York
$414M -$25.2M -922,466 -6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$308M -$10.6M -387,404 -3%
UBS Group
5
UBS Group
Switzerland
$203M -$60.5M -2,212,586 -24%
Wells Fargo
6
Wells Fargo
California
$146M -$29.6M -1,083,914 -18%
RIG
7
RiverFront Investment Group
Virginia
$142M -$17.6M -644,496 -11%
Jane Street
8
Jane Street
New York
$102M +$33.3M +1,216,934 +52%
State Street
9
State Street
Massachusetts
$97.5M +$44.1M +1,612,442 +90%
JCM
10
Janney Capital Management
Pennsylvania
$82.5M +$11.3M +414,074 +17%
RMPT
11
Raytheon Master Pension Trust
Massachusetts
$71M +$38.9M +1,421,708 +135%
RJA
12
Raymond James & Associates
Florida
$70.7M -$5.37M -196,468 -7%
PFM
13
PacWest Financial Management
Arizona
$46.7M +$48.4K +1,768 +1%
PVH
14
Psagot Value Holdings
Israel
$45.8M -$5.85M -214,022 -12%
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$42.1M -$3.05M -111,602 -7%
LPL Financial
16
LPL Financial
California
$42.1M -$10.3M -375,240 -21%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$40.7M +$10M +367,334 +35%
MIH
18
Madison Investment Holdings
Wisconsin
$34.6M -$2.95M -107,820 -8%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$28.5M +$27.2M +994,410 New
Ameriprise
20
Ameriprise
Minnesota
$28.3M +$2.78M +101,682 +11%
OMC
21
Old Mission Capital
Illinois
$27.9M +$24.8M +908,260 +1,408%
P3I
22
Progeny 3 Inc
Washington
$27.9M +$26.6M +972,000 New
CA
23
Cambridge Associates
Massachusetts
$25.3M
PAG
24
Pinnacle Advisory Group
Maryland
$24.4M -$534K -19,510 -2%
JP Morgan Chase
25
JP Morgan Chase
New York
$22.1M -$7.8M -285,302 -27%

HEDJ Hedge Fund Activity: Q4 2016 in Review

318 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q4 2016, worth a combined $4.33B — down 1.4% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new HEDJ positions and 38 closed out — a net gain of 27 holders — while 71 added to existing stakes and 142 trimmed.

The largest buyer was State Street, adding an estimated $44.1M. The largest seller was Bank of America, cutting an estimated $267M.

  • 318 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q4 2016, up from 299 in Q3 2016.
  • Funds reported $4.33B of WisdomTree Europe Hedged Equity Fund stock for Q4 2016, down 1.4% quarter-over-quarter.
  • 65 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q4 2016 and 38 closed out, a net change of +27 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q4 2016 was State Street, an estimated $44.1M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q4 2016 was Bank of America, an estimated $267M sold.

Based on aggregated 13F filings for Q4 2016.