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WisdomTree Europe Hedged Equity Fund

194 hedge funds and large institutions have $776M invested in WisdomTree Europe Hedged Equity Fund in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 109 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $2.89M | Put options by funds: $959K

9.34% less ownership

Funds ownership: 86.2%76.86% (-9.3%)

16% less funds holding

Funds holding: 230194 (-36)

19% less capital invested

Capital invested by funds: $954M → $776M (-$178M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

68% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 50

72% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 109

Holders
194
Holders Change
-36
Holders Change %
-15.65%
% of All Funds
3.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
16
Increased
30
Reduced
109
Closed
50
Calls
$2.89M
Puts
$959K
Net Calls
+$1.93M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$204M -$48.5M -1,704,228 -20%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$86.9M +$94.9K +3,334 +0.1%
Morgan Stanley
3
Morgan Stanley
New York
$60.2M -$48.5M -1,703,016 -46%
Bank of America
4
Bank of America
North Carolina
$56.4M -$27.8M -975,816 -34%
UBS Group
5
UBS Group
Switzerland
$49.3M -$9.41M -330,794 -17%
PVH
6
Psagot Value Holdings
Israel
$24.5M -$73.3K -2,576 -0.3%
NEAM
7
New England Asset Management
Connecticut
$20.2M -$1.48M -52,000 -7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$18.6M +$31.1K +1,092 +0.2%
Wells Fargo
9
Wells Fargo
California
$15.5M -$23.3M -818,276 -62%
PC
10
Permanens Capital
New York
$12.7M -$10.3M -363,528 -47%
Jane Street
11
Jane Street
New York
$12.6M -$8.51M -299,016 -42%
CCA
12
Conservest Capital Advisors
Pennsylvania
$11.9M -$187K -6,578 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$11M +$134K +4,722 +1%
Citadel Advisors
14
Citadel Advisors
Florida
$10.6M +$5.6M +196,650 +130%
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.2M -$308K -10,818 -3%
RCP
16
Rothschild Capital Partners
New York
$9.53M +$8.93M +313,900 New
LPL Financial
17
LPL Financial
California
$8.91M -$902K -31,690 -10%
CCM
18
Condor Capital Management
New Jersey
$8.59M -$45.5K -1,598 -0.6%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$7.35M -$622K -21,848 -8%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$6.38M -$41.9K -1,472 -0.7%
ECG
21
Edge Capital Group
Georgia
$5.45M +$2.1M +73,860 +70%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$5.34M -$7.07M -248,538 -59%
BOS
23
Bank of Stockton
California
$5.14M -$377K -13,260 -7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$4.42M -$1.21M -42,650 -23%
OMC
25
Old Mission Capital
Illinois
$4.28M -$5.94M -208,694 -60%

HEDJ Hedge Fund Activity: Q2 2020 in Review

194 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q2 2020, worth a combined $776M — down 19% from $954M a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of HEDJ and 16 opened new positions — a net loss of 34 holders — while 109 trimmed existing stakes and 30 added.

The largest buyer was Rothschild Capital Partners, opening a new position worth an estimated $8.93M. The largest seller was Goldman Sachs, cutting an estimated $48.5M.

  • 194 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q2 2020, down from 230 in Q1 2020.
  • Funds reported $776M of WisdomTree Europe Hedged Equity Fund stock for Q2 2020, down 19% quarter-over-quarter.
  • 16 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q2 2020 and 50 closed out, a net change of -34 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q2 2020 was Rothschild Capital Partners, an estimated $8.93M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q2 2020 was Goldman Sachs, an estimated $48.5M sold.

Based on aggregated 13F filings for Q2 2020.