WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
35 hedge funds and large institutions have $54.8M invested in WisdomTree Trust WisdomTree Japan Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
38% more capital invested
Capital invested by funds: $39.8M → $54.8M (+$15M)
13% more funds holding
Funds holding: 31 → 35 (+4)
5.13% more ownership
Funds ownership: 76.01% → 81.14% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.75M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$3.52M |
| 3 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$3.03M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$2.05M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$585K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.94M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$369K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$311K |
| 4 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$237K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$230K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
26
Next Financial Group
Houston,
Texas
| $21K | – | – | – |
|
27
Schroder Investment Management Group
London,
United Kingdom
| $20K | – | – | – |
|
|
BWM
28
Baystate Wealth Management
Boston,
Massachusetts
| $16K | +$193 | +10 | +1% |
|
|
RFWA
29
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $15.9K | +$15.5K | +802 | New |
|
|
RPG
30
Risk Paradigm Group
Austin,
Texas
| $13.3K | – | – | – |
|
|
BFEC
31
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $10K | +$4.35K | +226 | +75% |
|
32
Envestnet Asset Management
Chicago,
Illinois
| $7K | -$1.73K | -90 | -21% |
|
33
First Manhattan
New York
| $4K | – | – | – |
|
|
PSUF
34
People's United Financial
Bridgeport,
Connecticut
| $4K | +$3.54K | +184 | New |
|
|
ICOA
35
Investment Centers of America
Bismarck,
North Dakota
| – | -$237K | -12,608 | Closed |
|
|
OMC
36
Old Mission Capital
Chicago,
Illinois
| – | -$200K | -10,690 | Closed |
|
|
CG
37
Cutler Group
San Francisco,
California
| – | -$3K | -200 | Closed |
|
|
LTFS
38
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$1K | -72 | Closed |
|
OPPJ Hedge Fund Activity: Q2 2017 in Review
35 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) for Q2 2017, worth a combined $54.8M — up 38% from $39.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new OPPJ positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.75M. The largest seller was Jane Street, cutting an estimated $1.94M.
- 35 institutional investors held WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) as of Q2 2017, up from 31 in Q1 2017.
- Funds reported $54.8M of WisdomTree Trust WisdomTree Japan Opportunities Fund stock for Q2 2017, up 38% quarter-over-quarter.
- 8 funds opened new WisdomTree Trust WisdomTree Japan Opportunities Fund positions in Q2 2017 and 4 closed out, a net change of +4 holders.
- The largest WisdomTree Trust WisdomTree Japan Opportunities Fund buyer in Q2 2017 was Morgan Stanley, an estimated $4.75M added.
- The largest WisdomTree Trust WisdomTree Japan Opportunities Fund seller in Q2 2017 was Jane Street, an estimated $1.94M sold.
Based on aggregated 13F filings for Q2 2017.