WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
32 hedge funds and large institutions have $169M invested in WisdomTree Trust WisdomTree Japan Opportunities Fund in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
43% more capital invested
Capital invested by funds: $118M → $169M (+$51.1M)
28% more funds holding
Funds holding: 25 → 32 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$8.57M |
| 2 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$8.33M |
| 3 |
NA
Nottingham Advisors
Amherst,
New York
|
+$7.44M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$6.13M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.33M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$690K |
| 3 |
OC
Oppenheimer & Co
New York
|
-$117K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$29.4K |
| 5 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$10.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWA
26
Genesis Wealth Advisors
Braintree,
Massachusetts
| $308K | +$201K | +11,338 | +195% |
|
|
SIG
27
Stanford Investment Group
Mountain View,
California
| $104K | +$102K | +5,770 | New |
|
|
GWM
28
Gupta Wealth Management
San Diego,
California
| $75K | – | – | – |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| $28K | -$29.4K | -1,658 | -51% |
|
|
LTFS
30
Ladenburg Thalmann Financial Services
Miami,
Florida
| $6K | +$780 | +44 | +15% |
|
31
Fifth Third Bancorp
Cincinnati,
Ohio
| $3K | -$2.84K | -160 | -50% |
|
|
MPWT
32
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$10.7K | -630 | Closed |
|
OPPJ Hedge Fund Activity: Q2 2015 in Review
32 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) for Q2 2015, worth a combined $169M — up 43% from $118M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new OPPJ positions and 1 closed out — a net gain of 7 holders — while 15 added to existing stakes and 5 trimmed.
The largest buyer was Balentine LLC, adding an estimated $8.57M. The largest seller was Morgan Stanley, cutting an estimated $1.33M.
- 32 institutional investors held WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) as of Q2 2015, up from 25 in Q1 2015.
- Funds reported $169M of WisdomTree Trust WisdomTree Japan Opportunities Fund stock for Q2 2015, up 43% quarter-over-quarter.
- 8 funds opened new WisdomTree Trust WisdomTree Japan Opportunities Fund positions in Q2 2015 and 1 closed out, a net change of +7 holders.
- The largest WisdomTree Trust WisdomTree Japan Opportunities Fund buyer in Q2 2015 was Balentine LLC, an estimated $8.57M added.
- The largest WisdomTree Trust WisdomTree Japan Opportunities Fund seller in Q2 2015 was Morgan Stanley, an estimated $1.33M sold.
Based on aggregated 13F filings for Q2 2015.