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OPPJ

WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ

34 hedge funds and large institutions have $183M invested in WisdomTree Trust WisdomTree Japan Opportunities Fund in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 6

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

8% more capital invested

Capital invested by funds: $169M → $183M (+$13.6M)

6% more funds holding

Funds holding: 32 → 34 (+2)

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.95%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
7
Increased
19
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BL
Balentine LLC
Georgia
+$8.08M
2
Jane Street
Jane Street
New York
+$7.29M
3
PPA
Parametric Portfolio Associates
Washington
+$7.08M
4
Bank of America
Bank of America
North Carolina
+$2.89M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.16M

Top Sellers

1
NCM
Niemann Capital Management
Nevada
-$2.08M
2
Creative Planning
Creative Planning
Kansas
-$1.6M
3
SC
Selz Capital
New York
-$1.54M
4
FAAS
First Allied Advisory Services
California
-$1.26M
5
X
Xponance
Pennsylvania
-$808K
Name Holding Trade Value Shares
Change 		Change in
Stake
BL
1
Balentine LLC
Georgia
$41M +$8.08M +462,796 +23%
PPA
2
Parametric Portfolio Associates
Washington
$36M +$7.08M +405,644 +23%
Morgan Stanley
3
Morgan Stanley
New York
$19.9M -$169K -9,668 -0.8%
X
4
Xponance
Pennsylvania
$15.9M -$808K -46,290 -5%
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$12.4M -$541K -31,004 -4%
VC
6
Vicus Capital
Pennsylvania
$8.05M +$256K +14,646 +3%
Jane Street
7
Jane Street
New York
$8.04M +$7.29M +417,414 +632%
NA
8
Nottingham Advisors
New York
$7.7M +$766K +43,842 +10%
Bank of America
9
Bank of America
North Carolina
$6.98M +$2.89M +165,714 +65%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.42M +$346K +19,826 +8%
UCFA
11
United Capital Financial Advisors
Texas
$4.27M +$388K +22,206 +9%
NCM
12
Niemann Capital Management
Nevada
$2.97M -$2.08M -119,030 -40%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.48M +$2.16M +123,936 +485%
CI
14
Cavalier Investments
Georgia
$2.16M +$2.27M +130,226 New
UBS Group
15
UBS Group
Switzerland
$1.64M +$605K +34,678 +54%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.34M +$1.06M +60,778 +311%
B
17
Bellecapital
Switzerland
$1.1M +$110K +6,308 +11%
CB
18
Community Bank
New York
$1.02M +$349K +20,000 +48%
Wells Fargo
19
Wells Fargo
California
$975K +$84.6K +4,848 +9%
LPL Financial
20
LPL Financial
California
$917K +$214K +12,248 +29%
SB
21
Suntrust Banks
Georgia
$877K +$92.4K +5,292 +11%
OC
22
Oppenheimer & Co
New York
$630K +$42.4K +2,430 +7%
HCA
23
Hillview Capital Advisors
Pennsylvania
$535K +$562K +32,172 New
FTUS
24
Flow Traders U.S.
New York
$393K +$413K +23,660 New
M&T Bank
25
M&T Bank
New York
$332K +$349K +19,980 New
1
2

OPPJ Hedge Fund Activity: Q3 2015 in Review

34 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) for Q3 2015, worth a combined $183M — up 8.1% from $169M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new OPPJ positions and 4 closed out — a net gain of 3 holders — while 19 added to existing stakes and 6 trimmed.

The largest buyer was Balentine LLC, adding an estimated $8.08M. The largest seller was Niemann Capital Management, cutting an estimated $2.08M.

  • 34 institutional investors held WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) as of Q3 2015, up from 32 in Q2 2015.
  • Funds reported $183M of WisdomTree Trust WisdomTree Japan Opportunities Fund stock for Q3 2015, up 8.1% quarter-over-quarter.
  • 7 funds opened new WisdomTree Trust WisdomTree Japan Opportunities Fund positions in Q3 2015 and 4 closed out, a net change of +3 holders.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund buyer in Q3 2015 was Balentine LLC, an estimated $8.08M added.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund seller in Q3 2015 was Niemann Capital Management, an estimated $2.08M sold.

Based on aggregated 13F filings for Q3 2015.