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WisdomTree Europe Hedged Equity Fund

260 hedge funds and large institutions have $1.77B invested in WisdomTree Europe Hedged Equity Fund in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 48 increasing their positions, 115 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $5.98M | Put options by funds: $2.29M

2.86% more ownership

Funds ownership: 91.2%94.06% (+2.9%)

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

0% more funds holding

Funds holding: 260260 (0)

1% less capital invested

Capital invested by funds: $1.8B → $1.77B (-$25.3M)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

58% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 115

Holders
260
Holders Change
Holders Change %
0%
% of All Funds
5.63%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.19%
New
32
Increased
48
Reduced
115
Closed
30
Calls
$5.98M
Puts
$2.29M
Net Calls
+$3.69M
Net Calls Change
+$5.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$462M -$14.3M -467,146 -3%
Bank of America
2
Bank of America
North Carolina
$152M -$61.8M -2,019,148 -30%
Morgan Stanley
3
Morgan Stanley
New York
$145M -$30.5M -996,820 -18%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$122M +$30K +980 +0%
UBS Group
5
UBS Group
Switzerland
$101M -$28.9M -943,466 -23%
Wells Fargo
6
Wells Fargo
California
$66.1M -$9.65M -315,224 -13%
JCM
7
Janney Capital Management
Pennsylvania
$62.7M -$4.03M -131,522 -6%
IUHSA
8
Itau Unibanco Holding S.A.
Brazil
$58.3M
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$37.4M +$9.99M +326,090 +39%
P3I
10
Progeny 3 Inc
Washington
$31.1M
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$27.6M -$3.25M -105,978 -11%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$23.7M -$3.47M -113,410 -13%
PVH
13
Psagot Value Holdings
Israel
$22.3M -$347K -11,338 -2%
PC
14
Permanens Capital
New York
$21.2M +$7.15M +233,582 +54%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$19.2M -$1.29M -42,168 -7%
G
16
GenTrust
Florida
$18.7M +$533K +17,416 +3%
NEAM
17
New England Asset Management
Connecticut
$17.7M +$2.74M +89,450 +19%
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.9M -$1.98M -64,644 -11%
AIM
19
Astor Investment Management
Illinois
$15.4M -$648K -21,152 -4%
CCA
20
Clearwater Capital Advisors
Illinois
$14.6M -$2.77M -90,362 -17%
Deutsche Bank
21
Deutsche Bank
Germany
$13.6M -$13.5M -440,420 -51%
JP Morgan Chase
22
JP Morgan Chase
New York
$13.3M +$693K +22,612 +6%
LPL Financial
23
LPL Financial
California
$13M -$169K -5,512 -1%
GFPC
24
Global Financial Private Capital
Florida
$12.8M -$121K -3,940 -1%
CCA
25
Conservest Capital Advisors
Pennsylvania
$12.1M -$2.94M -95,828 -20%

HEDJ Hedge Fund Activity: Q1 2019 in Review

260 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q1 2019, worth a combined $1.77B — down 1.4% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new HEDJ positions and 30 closed out — a net gain of 2 holders — while 48 added to existing stakes and 115 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $9.99M. The largest seller was Bank of America, cutting an estimated $61.8M.

  • 260 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $1.77B of WisdomTree Europe Hedged Equity Fund stock for Q1 2019, down 1.4% quarter-over-quarter.
  • 32 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q1 2019 and 30 closed out, a net change of +2 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q1 2019 was Royal Bank of Canada, an estimated $9.99M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q1 2019 was Bank of America, an estimated $61.8M sold.

Based on aggregated 13F filings for Q1 2019.