WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
11 hedge funds and large institutions have $21.8M invested in WisdomTree Trust WisdomTree Japan Opportunities Fund in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
120% more funds holding
Funds holding: 5 → 11 (+6)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
45% more capital invested
Capital invested by funds: $15M → $21.8M (+$6.81M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.38M |
| 2 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
+$574K |
| 3 |
B
Baird
Milwaukee,
Wisconsin
|
+$449K |
| 4 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$337K |
| 5 |
LPL Financial
San Diego,
California
|
+$288K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.64M |
| 2 |
Jane Street
New York
|
-$1.51M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$22K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BC
1
Brinker Capital
Berwyn,
Pennsylvania
| $10.2M | +$337K | +23,450 | +4% |
|
|
2
Morgan Stanley
New York
| $7.27M | +$5.38M | +374,650 | +358% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.3M | -$1.64M | -114,060 | -57% |
|
|
B
4
Bellecapital
Zurich,
Switzerland
| $772K | +$731K | +50,910 | New |
|
|
FHA
5
First Horizon Advisors
Memphis,
Tennessee
| $607K | +$574K | +40,000 | New |
|
|
B
6
Baird
Milwaukee,
Wisconsin
| $474K | +$449K | +31,276 | New |
|
|
7
LPL Financial
San Diego,
California
| $305K | +$288K | +20,078 | New |
|
|
FWCM
8
Ferguson Wellman Capital Management
Portland,
Oregon
| $303K | +$287K | +19,980 | New |
|
9
Bank of America
Charlotte,
North Carolina
| $274K | +$259K | +18,032 | New |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $267K | +$253K | +17,600 | New |
|
|
PTC
11
Private Trust Company
Cleveland,
Ohio
| $74K | +$69.8K | +4,858 | New |
|
|
12
Jane Street
New York
| – | -$1.51M | -106,458 | Closed |
|
|
U
13
UBS
Zurich,
Switzerland
| – | -$22K | -1,520 | Closed |
|
OPPJ Hedge Fund Activity: Q4 2013 in Review
11 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) for Q4 2013, worth a combined $21.8M — up 45% from $15M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new OPPJ positions and 2 closed out — a net gain of 6 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.38M. The largest seller was Susquehanna International Group, cutting an estimated $1.64M.
- 11 institutional investors held WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) as of Q4 2013, up from 5 in Q3 2013.
- Funds reported $21.8M of WisdomTree Trust WisdomTree Japan Opportunities Fund stock for Q4 2013, up 45% quarter-over-quarter.
- 8 funds opened new WisdomTree Trust WisdomTree Japan Opportunities Fund positions in Q4 2013 and 2 closed out, a net change of +6 holders.
- The largest WisdomTree Trust WisdomTree Japan Opportunities Fund buyer in Q4 2013 was Morgan Stanley, an estimated $5.38M added.
- The largest WisdomTree Trust WisdomTree Japan Opportunities Fund seller in Q4 2013 was Susquehanna International Group, an estimated $1.64M sold.
Based on aggregated 13F filings for Q4 2013.