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OPPJ

WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ

35 hedge funds and large institutions have $54.8M invested in WisdomTree Trust WisdomTree Japan Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

38% more capital invested

Capital invested by funds: $39.8M → $54.8M (+$15M)

13% more funds holding

Funds holding: 31 → 35 (+4)

5.13% more ownership

Funds ownership: 76.01% → 81.14% (+5.1%)

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.75M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$3.52M
3
AIP
Almanack Investment Partners
Pennsylvania
+$3.03M
4
Creative Planning
Creative Planning
Kansas
+$2.05M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$585K

Top Sellers

1
Jane Street
Jane Street
New York
-$1.94M
2
UBS Group
UBS Group
Switzerland
-$369K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$311K
4
ICOA
Investment Centers of America
North Dakota
-$237K
5
Wells Fargo
Wells Fargo
California
-$230K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.8M +$4.75M +246,708 +35%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.46M +$585K +30,378 +9%
ERSOT
3
Employees Retirement System of Texas
Texas
$4.73M – – –
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.63M +$3.52M +182,626 New
AIP
5
Almanack Investment Partners
Pennsylvania
$3.47M +$3.03M +157,414 +902%
CCA
6
Clearwater Capital Advisors
Illinois
$3.37M +$262K +13,616 +9%
Bank of America
7
Bank of America
North Carolina
$2.46M +$293K +15,190 +14%
Creative Planning
8
Creative Planning
Kansas
$2.15M +$2.05M +106,644 +7,324%
Jane Street
9
Jane Street
New York
$2.07M -$1.94M -100,486 -49%
SB
10
Suntrust Banks
Georgia
$1.45M +$59.1K +3,068 +4%
JIC
11
Johnson Investment Counsel
Ohio
$1.15M – – –
Wells Fargo
12
Wells Fargo
California
$997K -$230K -11,932 -19%
RJA
13
Raymond James & Associates
Florida
$554K +$33.3K +1,730 +7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$552K +$69.1K +3,588 +15%
LPL Financial
15
LPL Financial
California
$497K -$111K -5,756 -19%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$320K +$310K +16,090 New
CS
17
Cannell & Spears
New York
$275K +$266K +13,820 New
RGC
18
Roberts, Glore & Co
Illinois
$220K – – –
PAG
19
Private Advisor Group
New Jersey
$207K +$200K +10,400 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$84K -$311K -16,144 -79%
OIA
21
OneDigital Investment Advisors
Kansas
$62K +$60.5K +3,142 New
1832 Asset Management
22
1832 Asset Management
Ontario, Canada
$50K – – –
Citigroup
23
Citigroup
New York
$38K +$36.6K +1,902 New
IA
24
IFP Advisors
Florida
$36K – – –
UBS Group
25
UBS Group
Switzerland
$32K -$369K -19,134 -92%
1
2

OPPJ Hedge Fund Activity: Q2 2017 in Review

35 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) for Q2 2017, worth a combined $54.8M — up 38% from $39.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OPPJ positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.75M. The largest seller was Jane Street, cutting an estimated $1.94M.

  • 35 institutional investors held WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) as of Q2 2017, up from 31 in Q1 2017.
  • Funds reported $54.8M of WisdomTree Trust WisdomTree Japan Opportunities Fund stock for Q2 2017, up 38% quarter-over-quarter.
  • 8 funds opened new WisdomTree Trust WisdomTree Japan Opportunities Fund positions in Q2 2017 and 4 closed out, a net change of +4 holders.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund buyer in Q2 2017 was Morgan Stanley, an estimated $4.75M added.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund seller in Q2 2017 was Jane Street, an estimated $1.94M sold.

Based on aggregated 13F filings for Q2 2017.