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OPPJ

WisdomTree Trust WisdomTree Japan Opportunities Fund

19 hedge funds and large institutions have $48M invested in WisdomTree Trust WisdomTree Japan Opportunities Fund in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

12% more funds holding

Funds holding: 1719 (+2)

4% more capital invested

Capital invested by funds: $46.3M → $48M (+$1.66M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
4
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.5M +$8.59M +556,324 +64%
BC
2
Brinker Capital
Pennsylvania
$10.9M -$107K -6,942 -1%
Bank of America
3
Bank of America
North Carolina
$6.45M -$10.9M -706,448 -63%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.9M +$1M +64,792 +55%
B
5
Bellecapital
Switzerland
$1.07M -$1.05M -67,864 Closed
VKH
6
Virtu KCG Holdings
New York
$1.01M +$991K +64,204 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$573K +$119K +7,742 +27%
G
8
Glenrock
New York
$553K
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$511K +$499K +32,328 New
Jane Street
10
Jane Street
New York
$422K +$11.5K +744 +3%
SB
11
Suntrust Banks
Georgia
$391K +$383K +24,830 New
LPL Financial
12
LPL Financial
California
$370K -$57.3K -3,714 -13%
U
13
UBS
Switzerland
$187K -$28.1K -1,820 -13%
PTC
14
Private Trust Company
Ohio
$45K
Wells Fargo
15
Wells Fargo
California
$43K
PAG
16
Private Advisor Group
New Jersey
$41K +$40.4K +2,620 New
TRCT
17
Tower Research Capital (TRC)
New York
$39K -$7.84K -508 -17%
MPWT
18
MassMutual Private Wealth & Trust
Connecticut
$9.95K +$9.72K +630 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$6K +$6.17K +400 New
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$5K
FHA
21
First Horizon Advisors
Tennessee
-$608K -40,000 Closed
Deutsche Bank
22
Deutsche Bank
Germany
-$45K -3,000 Closed
GSC
23
Ground Swell Capital
South Carolina
-$1K -68 Closed

OPPJ Hedge Fund Activity: Q3 2014 in Review

19 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) for Q3 2014, worth a combined $48M — up 3.6% from $46.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new OPPJ positions and 4 closed out — a net gain of 2 holders — while 4 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.59M. The largest seller was Bank of America, cutting an estimated $10.9M.

  • 19 institutional investors held WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) as of Q3 2014, up from 17 in Q2 2014.
  • Funds reported $48M of WisdomTree Trust WisdomTree Japan Opportunities Fund stock for Q3 2014, up 3.6% quarter-over-quarter.
  • 6 funds opened new WisdomTree Trust WisdomTree Japan Opportunities Fund positions in Q3 2014 and 4 closed out, a net change of +2 holders.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund buyer in Q3 2014 was Morgan Stanley, an estimated $8.59M added.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund seller in Q3 2014 was Bank of America, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2014.