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OPPJ

WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ

16 hedge funds and large institutions have $36.6M invested in WisdomTree Trust WisdomTree Japan Opportunities Fund in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

68% more capital invested

Capital invested by funds: $21.8M → $36.6M (+$14.7M)

45% more funds holding

Funds holding: 11 → 16 (+5)

Holders
16
Holders Change
+5
Holders Change %
+45.45%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$12.8M
2
Morgan Stanley
Morgan Stanley
New York
+$958K
3
Creative Planning
Creative Planning
Kansas
+$463K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$441K
5
VKH
Virtu KCG Holdings
New York
+$342K

Top Sellers

Rank Fund Capital Flow
1
B
Baird
Wisconsin
-$474K
2
FWCM
Ferguson Wellman Capital Management
Oregon
-$87.9K
3
PTC
Private Trust Company
Ohio
-$28.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$13.1M +$12.8M +884,616 +4,906%
BC
2
Brinker Capital
Pennsylvania
$10.1M +$266K +18,372 +3%
Morgan Stanley
3
Morgan Stanley
New York
$7.95M +$958K +66,214 +14%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.69M +$441K +30,520 +36%
B
5
Bellecapital
Switzerland
$948K +$205K +14,204 +28%
FHA
6
First Horizon Advisors
Tennessee
$583K – – –
Creative Planning
7
Creative Planning
Kansas
$466K +$463K +32,000 New
LPL Financial
8
LPL Financial
California
$402K +$109K +7,524 +37%
VKH
9
Virtu KCG Holdings
New York
$342K +$342K +23,616 New
Jane Street
10
Jane Street
New York
$334K +$332K +22,958 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$256K – – –
FWCM
12
Ferguson Wellman Capital Management
Oregon
$202K -$87.9K -6,080 -30%
U
13
UBS
Switzerland
$131K +$130K +8,968 New
PTC
14
Private Trust Company
Ohio
$42K -$28.9K -2,000 -41%
Wells Fargo
15
Wells Fargo
California
$40K +$39.8K +2,750 New
B
16
Baird
Wisconsin
– -$474K -31,276 Closed
Citigroup
17
Citigroup
New York
– +$231 +16 New

OPPJ Hedge Fund Activity: Q1 2014 in Review

16 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) for Q1 2014, worth a combined $36.6M — up 68% from $21.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new OPPJ positions and 1 closed out — a net gain of 5 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Bank of America, adding an estimated $12.8M. The largest seller was Baird, exiting entirely with an estimated $474K sold.

  • 16 institutional investors held WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) as of Q1 2014, up from 11 in Q4 2013.
  • Funds reported $36.6M of WisdomTree Trust WisdomTree Japan Opportunities Fund stock for Q1 2014, up 68% quarter-over-quarter.
  • 6 funds opened new WisdomTree Trust WisdomTree Japan Opportunities Fund positions in Q1 2014 and 1 closed out, a net change of +5 holders.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund buyer in Q1 2014 was Bank of America, an estimated $12.8M added.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund seller in Q1 2014 was Baird, an estimated $474K sold.

Based on aggregated 13F filings for Q1 2014.