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OPPJ

WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ

17 hedge funds and large institutions have $46.3M invested in WisdomTree Trust WisdomTree Japan Opportunities Fund in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 0 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $36.6M → $46.3M (+$9.72M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

6% more funds holding

Funds holding: 16 → 17 (+1)

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
8
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.64M
2
Bank of America
Bank of America
North Carolina
+$3.07M
3
G
Glenrock
New York
+$506K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$158K
5
U
UBS
Switzerland
+$68K

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$466K
2
VKH
Virtu KCG Holdings
New York
-$342K
3
FWCM
Ferguson Wellman Capital Management
Oregon
-$202K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$17M +$3.07M +211,920 +23%
Morgan Stanley
2
Morgan Stanley
New York
$13.2M +$4.64M +320,464 +59%
BC
3
Brinker Capital
Pennsylvania
$10.6M +$61.7K +4,264 +0.6%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.8M +$38.2K +2,640 +2%
B
5
Bellecapital
Switzerland
$1.03M +$39.8K +2,750 +4%
FHA
6
First Horizon Advisors
Tennessee
$608K – – –
G
7
Glenrock
New York
$532K +$506K +35,000 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$434K +$158K +10,906 +62%
LPL Financial
9
LPL Financial
California
$420K – – –
Jane Street
10
Jane Street
New York
$395K +$43.2K +2,988 +13%
U
11
UBS
Switzerland
$208K +$68K +4,704 +52%
TRCT
12
Tower Research Capital (TRC)
New York
$46K +$43.4K +2,998 New
Deutsche Bank
13
Deutsche Bank
Germany
$45K +$43.4K +3,000 New
PTC
14
Private Trust Company
Ohio
$43K – – –
Wells Fargo
15
Wells Fargo
California
$42K – – –
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$5K +$4.63K +320 New
GSC
17
Ground Swell Capital
South Carolina
$1K +$984 +68 New
Creative Planning
18
Creative Planning
Kansas
– -$466K -32,000 Closed
VKH
19
Virtu KCG Holdings
New York
– -$342K -23,616 Closed
FWCM
20
Ferguson Wellman Capital Management
Oregon
– -$202K -13,900 Closed

OPPJ Hedge Fund Activity: Q2 2014 in Review

17 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) for Q2 2014, worth a combined $46.3M — up 27% from $36.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OPPJ positions and 4 closed out — a net gain of 1 holder — while 8 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.64M. The largest seller was Creative Planning, exiting entirely with an estimated $466K sold.

  • 17 institutional investors held WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) as of Q2 2014, up from 16 in Q1 2014.
  • Funds reported $46.3M of WisdomTree Trust WisdomTree Japan Opportunities Fund stock for Q2 2014, up 27% quarter-over-quarter.
  • 5 funds opened new WisdomTree Trust WisdomTree Japan Opportunities Fund positions in Q2 2014 and 4 closed out, a net change of +1 holder.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund buyer in Q2 2014 was Morgan Stanley, an estimated $4.64M added.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund seller in Q2 2014 was Creative Planning, an estimated $466K sold.

Based on aggregated 13F filings for Q2 2014.