WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
55 hedge funds and large institutions have $90.6M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 9 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
2% less funds holding
Funds holding: 56 → 55 (-1)
6.5% less ownership
Funds ownership: 42.2% → 35.7% (-6.5%)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
24% less capital invested
Capital invested by funds: $120M → $90.6M (-$29.1M)
36% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bluefin Capital Management
New York
|
+$2.46M |
| 2 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$1.98M |
| 3 |
EFS
Econ Financial Services
Harrisburg,
Pennsylvania
|
+$1.35M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$819K |
| 5 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$676K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$13M |
| 2 |
BPC
Banque Pictet & Cie
Geneva 73,
Switzerland
|
-$7.52M |
| 3 |
PNAA
Pictet North America Advisors
Geneva 73,
Switzerland
|
-$7.52M |
| 4 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$3.2M |
| 5 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$2.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
51
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $23K | -$114K | -4,890 | -83% |
|
|
WTC
52
WhitTier Trust Company
Reno,
Nevada
| $23K | – | – | – |
|
53
Bank of Montreal
Toronto,
Ontario, Canada
| $20K | +$20.2K | +869 | New |
|
|
AF
54
Advisornet Financial
Minnetonka,
Minnesota
| $7K | – | – | – |
|
|
ASN
55
Advisory Services Network
Atlanta,
Georgia
| $4K | – | – | – |
|
|
TSS
56
Two Sigma Securities
New York
| – | -$400K | -17,769 | Closed |
|
|
SI
57
Stephens Inc
Little Rock,
Arkansas
| – | -$383K | -17,105 | Closed |
|
|
IA
58
IFP Advisors
Tampa,
Florida
| – | -$288K | -12,817 | Closed |
|
|
MA
59
Mutual Advisors
Omaha,
Nebraska
| – | -$210K | -9,376 | Closed |
|
|
FTUS
60
Flow Traders U.S.
New York
| – | -$207K | -9,252 | Closed |
|
|
W
61
WealthOne
Albany,
New York
| – | -$11K | -485 | Closed |
|
|
NFG
62
Next Financial Group
Houston,
Texas
| – | -$3K | -124 | Closed |
|
|
BWM
63
Baystate Wealth Management
Boston,
Massachusetts
| – | -$1K | -43 | Closed |
|
|
PFGIA
64
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$978 | -42 | Closed |
|
HYZD Hedge Fund Activity: Q1 2019 in Review
55 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q1 2019, worth a combined $90.6M — down 24% from $120M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of HYZD and 8 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 16 added.
The largest buyer was Bluefin Capital Management, opening a new position worth an estimated $2.46M. The largest seller was Jane Street, cutting an estimated $13M.
- 55 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q1 2019, down from 56 in Q4 2018.
- Funds reported $90.6M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q1 2019, down 24% quarter-over-quarter.
- 8 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q1 2019 and 9 closed out, a net change of -1 holder.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q1 2019 was Bluefin Capital Management, an estimated $2.46M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q1 2019 was Jane Street, an estimated $13M sold.
Based on aggregated 13F filings for Q1 2019.