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OPPJ

WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ

37 hedge funds and large institutions have $63.1M invested in WisdomTree Trust WisdomTree Japan Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

15% more capital invested

Capital invested by funds: $54.8M → $63.1M (+$8.3M)

5.95% more ownership

Funds ownership: 81.14% → 87.09% (+5.9%)

6% more funds holding

Funds holding: 35 → 37 (+2)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAMU
Pictet Asset Management (UK)
United Kingdom
+$3.84M
2
BCM
Barometer Capital Management
Ontario, Canada
+$2.41M
3
Bank of America
Bank of America
North Carolina
+$596K
4
Morgan Stanley
Morgan Stanley
New York
+$500K
5
Stifel Financial
Stifel Financial
Missouri
+$394K

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$3.63M
2
Creative Planning
Creative Planning
Kansas
-$849K
3
CIBC World Market
CIBC World Market
Ontario, Canada
-$320K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$93.2K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$67.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$20.8M +$500K +24,746 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$8.02M – – –
ERSOT
3
Employees Retirement System of Texas
Texas
$5.08M – – –
AIP
4
Almanack Investment Partners
Pennsylvania
$4.1M +$349K +17,248 +10%
CCA
5
Clearwater Capital Advisors
Illinois
$4.01M +$384K +18,974 +11%
PAMU
6
Pictet Asset Management (UK)
United Kingdom
$3.97M +$3.84M +190,150 New
Bank of America
7
Bank of America
North Carolina
$3.27M +$596K +29,464 +24%
BCM
8
Barometer Capital Management
Ontario, Canada
$2.54M +$2.41M +119,000 New
Jane Street
9
Jane Street
New York
$2.38M +$141K +6,984 +7%
SB
10
Suntrust Banks
Georgia
$1.63M +$63.5K +3,140 +4%
Creative Planning
11
Creative Planning
Kansas
$1.41M -$849K -42,000 -39%
Wells Fargo
12
Wells Fargo
California
$1.25M +$170K +8,430 +17%
JIC
13
Johnson Investment Counsel
Ohio
$1.24M – – –
RJA
14
Raymond James & Associates
Florida
$606K +$10K +496 +2%
LPL Financial
15
LPL Financial
California
$539K +$4.49K +222 +0.9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$495K -$93.2K -4,608 -17%
Stifel Financial
17
Stifel Financial
Missouri
$415K +$394K +19,500 New
CS
18
Cannell & Spears
New York
$295K – – –
OMC
19
Old Mission Capital
Illinois
$286K +$271K +13,394 New
RGC
20
Roberts, Glore & Co
Illinois
$236K – – –
PAG
21
Private Advisor Group
New Jersey
$221K – – –
OIA
22
OneDigital Investment Advisors
Kansas
$59K -$7.28K -360 -11%
RPG
23
Risk Paradigm Group
Texas
$41.6K +$25.8K +1,278 +191%
Citigroup
24
Citigroup
New York
$41K – – –
IA
25
IFP Advisors
Florida
$38K – – –
1
2

OPPJ Hedge Fund Activity: Q3 2017 in Review

37 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) for Q3 2017, worth a combined $63.1M — up 15% from $54.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new OPPJ positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Pictet Asset Management (UK), opening a new position worth an estimated $3.84M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $3.63M sold.

  • 37 institutional investors held WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) as of Q3 2017, up from 35 in Q2 2017.
  • Funds reported $63.1M of WisdomTree Trust WisdomTree Japan Opportunities Fund stock for Q3 2017, up 15% quarter-over-quarter.
  • 6 funds opened new WisdomTree Trust WisdomTree Japan Opportunities Fund positions in Q3 2017 and 4 closed out, a net change of +2 holders.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund buyer in Q3 2017 was Pictet Asset Management (UK), an estimated $3.84M added.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund seller in Q3 2017 was Manulife (Manufacturers Life Insurance), an estimated $3.63M sold.

Based on aggregated 13F filings for Q3 2017.