WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
11 hedge funds and large institutions have $4.34M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
120% more funds holding
Funds holding: 5 → 11 (+6)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
41% more capital invested
Capital invested by funds: $3.07M → $4.34M (+$1.27M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.34M |
| 2 |
Jane Street
New York
|
+$418K |
| 3 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$241K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$99.8K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$74.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$860K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1K |
| 3 |
BCM
Bluefin Capital Management
New York
|
-$449 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Bank of America
Charlotte,
North Carolina
| $1.63M | +$8.76K | +351 | +0.5% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.32M | +$1.34M | +53,720 | New |
|
|
3
Jane Street
New York
| $411K | +$418K | +16,759 | New |
|
|
BCM
4
Bluefin Capital Management
New York
| $359K | -$449 | -18 | -0.1% |
|
|
ACM
5
Avalon Capital Management
Port Of Redwood City,
California
| $237K | +$241K | +9,651 | New |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $235K | +$99.8K | +4,000 | +72% |
|
|
7
Creative Planning
Overland Park,
Kansas
| $74K | +$74.9K | +3,000 | New |
|
|
GAM
8
Gemmer Asset Management
Walnut Creek,
California
| $31K | +$31.2K | +1,250 | New |
|
9
Ameriprise
Minneapolis,
Minnesota
| $25K | +$25K | +1,000 | New |
|
|
MFS
10
MSI Financial Services
Springfield,
Massachusetts
| $10K | +$10.2K | +408 | New |
|
11
Morgan Stanley
New York
| $5K | +$5.51K | +221 | New |
|
|
VKH
12
Virtu KCG Holdings
New York
| – | -$860K | -34,111 | Closed |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| – | -$1K | -56 | Closed |
|
HYZD Hedge Fund Activity: Q3 2014 in Review
11 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q3 2014, worth a combined $4.34M — up 41% from $3.07M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HYZD positions and 2 closed out — a net gain of 6 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $1.34M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $860K sold.
- 11 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q3 2014, up from 5 in Q2 2014.
- Funds reported $4.34M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q3 2014, up 41% quarter-over-quarter.
- 8 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q3 2014 and 2 closed out, a net change of +6 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q3 2014 was Commonwealth Equity Services, an estimated $1.34M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q3 2014 was Virtu KCG Holdings, an estimated $860K sold.
Based on aggregated 13F filings for Q3 2014.