We are live on ! Find out more
HEDJ icon

WisdomTree Europe Hedged Equity Fund

191 hedge funds and large institutions have $759M invested in WisdomTree Europe Hedged Equity Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

15% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 46

1% more capital invested

Capital invested by funds: $752M → $759M (+$7.39M)

0% more funds holding

Funds holding: 191191 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less call options, than puts

Call options by funds: $1.89M | Put options by funds: $2.03M

1.18% less ownership

Funds ownership: 74.77%73.59% (-1.2%)

Holders
191
Holders Change
Holders Change %
0%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
16
Increased
53
Reduced
46
Closed
12
Calls
$1.89M
Puts
$2.03M
Net Calls
-$137K
Net Calls Change
+$2.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$198M +$1.58M +40,278 +0.8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$86.2M +$38.1K +972 +0%
PC
3
Permanens Capital
New York
$66.6M +$5.49M +140,030 +9%
Morgan Stanley
4
Morgan Stanley
New York
$61.5M +$3.45M +88,054 +6%
UBS Group
5
UBS Group
Switzerland
$56.6M +$5.32M +135,778 +10%
Bank of America
6
Bank of America
North Carolina
$55.2M +$276K +7,036 +0.5%
JP Morgan Chase
7
JP Morgan Chase
New York
$14.9M -$216K -5,512 -1%
Wells Fargo
8
Wells Fargo
California
$14.4M +$211K +5,390 +1%
JSAM
9
J. Safra Asset Management
New York
$12.8M +$8.06M +205,452 +156%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$12.8M -$2.11M -53,896 -14%
LPL Financial
11
LPL Financial
California
$8.55M -$790K -20,158 -8%
CCM
12
Condor Capital Management
New Jersey
$7.04M +$128K +3,260 +2%
Allianz Asset Management
13
Allianz Asset Management
Germany
$6.08M +$6.27M +160,000 New
PPP
14
Private Portfolio Partners
New Jersey
$6.02M +$143K +3,658 +2%
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.63M -$96.5K -2,462 -2%
CI
16
Conning Inc
Connecticut
$5.08M
ACM
17
Azimuth Capital Management
Michigan
$5.07M +$263K +6,696 +5%
Ameriprise
18
Ameriprise
Minnesota
$4.96M +$2.11M +53,844 +70%
Deutsche Bank
19
Deutsche Bank
Germany
$4.76M -$8.98M -229,146 -65%
BlackRock
20
BlackRock
New York
$4.34M
BCM
21
BTR Capital Management
California
$4.34M +$35.3K +900 +0.8%
RJT
22
Raymond James Trust
Florida
$4.27M
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.98M +$67.4K +1,720 +2%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$3.8M +$1.38M +35,200 +54%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$3.66M +$3.21M +81,890 +572%

HEDJ Hedge Fund Activity: Q3 2021 in Review

191 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q3 2021, worth a combined $759M — up 0.98% from $752M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HEDJ positions and 12 closed out — a net gain of 4 holders — while 53 added to existing stakes and 46 trimmed.

The largest buyer was J. Safra Asset Management, adding an estimated $8.06M. The largest seller was Altshuler Shaham, exiting entirely with an estimated $13.5M sold.

  • 191 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $759M of WisdomTree Europe Hedged Equity Fund stock for Q3 2021, up 0.98% quarter-over-quarter.
  • 16 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q3 2021 and 12 closed out, a net change of +4 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q3 2021 was J. Safra Asset Management, an estimated $8.06M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q3 2021 was Altshuler Shaham, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2021.