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WisdomTree Europe Hedged Equity Fund

189 hedge funds and large institutions have $566M invested in WisdomTree Europe Hedged Equity Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 36 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

577% more call options, than puts

Call options by funds: $894K | Put options by funds: $132K

133% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more funds holding

Funds holding: 172189 (+17)

1.07% more ownership

Funds ownership: 79.44%80.51% (+1.1%)

29% less capital invested

Capital invested by funds: $796M → $566M (-$230M)

37% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 57

Holders
189
Holders Change
+17
Holders Change %
+9.88%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
35
Increased
36
Reduced
57
Closed
15
Calls
$894K
Puts
$132K
Net Calls
+$762K
Net Calls Change
-$175K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$141M -$23.4M -597,192 -15%
Bank of America
2
Bank of America
North Carolina
$49.5M +$2.01M +51,340 +4%
Morgan Stanley
3
Morgan Stanley
New York
$48M -$1.54M -39,350 -3%
UBS Group
4
UBS Group
Switzerland
$43.8M +$3.41M +87,026 +9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19.6M -$4.27M -108,876 -19%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$17.7M +$294K +7,508 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$17.2M +$8.9M +226,884 +119%
PC
8
Permanens Capital
New York
$16M +$6.84M +174,496 +81%
Wells Fargo
9
Wells Fargo
California
$13.8M +$199K +5,080 +2%
PS
10
Portfolio Strategies
New York
$13.4M +$12.8M +326,300 New
VFM
11
Valley Financial Management
New York
$8.84M +$8.44M +215,120 New
KAH
12
Kathryn A. Hall
$8.63M +$8.24M +209,980 New
JP Morgan Chase
13
JP Morgan Chase
New York
$7.69M +$3.34M +85,258 +84%
LPL Financial
14
LPL Financial
California
$7.35M +$131K +3,340 +2%
PPP
15
Private Portfolio Partners
New Jersey
$7.02M -$626K -15,964 -9%
Truist Financial
16
Truist Financial
North Carolina
$6.85M +$237K +6,034 +4%
Jane Street
17
Jane Street
New York
$6.84M -$25.5M -650,326 -80%
CCM
18
Condor Capital Management
New Jersey
$6.6M -$209K -5,320 -3%
CI
19
Conning Inc
Connecticut
$5.92M
KAS
20
Kestra Advisory Services
Texas
$5.76M +$153K +3,896 +3%
ACIM
21
Azimuth Capital Investment Management
Michigan
$5.37M +$106K +2,700 +2%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.9M -$374K -9,530 -7%
RJT
23
Raymond James Trust
Florida
$4.61M
RJA
24
Raymond James & Associates
Florida
$3.39M +$98.4K +2,508 +3%
OMC
25
Old Mission Capital
Illinois
$3.34M +$2.01M +51,312 +171%

HEDJ Hedge Fund Activity: Q1 2023 in Review

189 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q1 2023, worth a combined $566M — down 29% from $796M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HEDJ positions and 15 closed out — a net gain of 20 holders — while 36 added to existing stakes and 57 trimmed.

The largest buyer was Portfolio Strategies, opening a new position worth an estimated $12.8M. The largest seller was Jane Street, cutting an estimated $25.5M.

  • 189 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q1 2023, up from 172 in Q4 2022.
  • Funds reported $566M of WisdomTree Europe Hedged Equity Fund stock for Q1 2023, down 29% quarter-over-quarter.
  • 35 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q1 2023 and 15 closed out, a net change of +20 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q1 2023 was Portfolio Strategies, an estimated $12.8M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q1 2023 was Jane Street, an estimated $25.5M sold.

Based on aggregated 13F filings for Q1 2023.