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WisdomTree Europe Hedged Equity Fund

305 hedge funds and large institutions have $3.05B invested in WisdomTree Europe Hedged Equity Fund in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 78 increasing their positions, 122 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $24.4M | Put options by funds: $21.2M

2.77% less ownership

Funds ownership: 96.92%94.15% (-2.8%)

9% less funds holding

Funds holding: 334305 (-29)

17% less capital invested

Capital invested by funds: $3.66B → $3.05B (-$616M)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

36% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 122

37% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 71

Holders
305
Holders Change
-29
Holders Change %
-8.68%
% of All Funds
6.99%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.39%
New
45
Increased
78
Reduced
122
Closed
71
Calls
$24.4M
Puts
$21.2M
Net Calls
+$3.17M
Net Calls Change
-$49.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$625M -$49.4M -1,546,412 -7%
Bank of America
2
Bank of America
North Carolina
$334M -$79.9M -2,501,414 -19%
Morgan Stanley
3
Morgan Stanley
New York
$254M -$87M -2,723,790 -25%
UBS Group
4
UBS Group
Switzerland
$175M -$33M -1,032,152 -16%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$151M -$101M -3,171,722 -40%
JCM
6
Janney Capital Management
Pennsylvania
$140M -$2.23M -69,978 -2%
RIG
7
RiverFront Investment Group
Virginia
$125M -$8.4M -262,916 -6%
Wells Fargo
8
Wells Fargo
California
$115M -$28.9M -904,796 -20%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$58.6M +$3.12M +97,744 +6%
RJA
10
Raymond James & Associates
Florida
$50.9M -$5.18M -162,106 -9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$50.3M -$9.71M -303,982 -16%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$43.4M +$6.14M +192,182 +16%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$40M -$1.31M -40,912 -3%
BlackRock
14
BlackRock
New York
$33.7M +$34.3M +1,075,414 +142,251%
JP Morgan Chase
15
JP Morgan Chase
New York
$32.6M +$2.16M +67,672 +7%
IUHSA
16
Itau Unibanco Holding S.A.
Brazil
$31.9M +$19.6M +613,908 +152%
P3I
17
Progeny 3 Inc
Washington
$30.5M
PVH
18
Psagot Value Holdings
Israel
$29.1M -$5.5M -172,086 -16%
PC
19
Permanens Capital
New York
$28.6M +$5.11M +160,050 +21%
SWA
20
SFMG Wealth Advisors
Texas
$27.5M +$518K +16,220 +2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$27.5M -$1.23M -38,404 -4%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.7M -$7.31M -228,928 -22%
HWA
23
Heritage Wealth Advisors
Virginia
$20.5M +$1.13M +35,376 +6%
USAA
24
United Services Automobile Association
Texas
$20.3M -$1.78M -55,600 -8%
Jane Street
25
Jane Street
New York
$19.7M -$27M -845,002 -57%

HEDJ Hedge Fund Activity: Q1 2018 in Review

305 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q1 2018, worth a combined $3.05B — down 17% from $3.66B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of HEDJ and 45 opened new positions — a net loss of 26 holders — while 122 trimmed existing stakes and 78 added.

The largest buyer was BlackRock, adding an estimated $34.3M. The largest seller was Fidelity Investments, cutting an estimated $101M.

  • 305 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q1 2018, down from 334 in Q4 2017.
  • Funds reported $3.05B of WisdomTree Europe Hedged Equity Fund stock for Q1 2018, down 17% quarter-over-quarter.
  • 45 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q1 2018 and 71 closed out, a net change of -26 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q1 2018 was BlackRock, an estimated $34.3M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q1 2018 was Fidelity Investments, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2018.