WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
9 hedge funds and large institutions have $4.04M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 3 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
10% less funds holding
Funds holding: 10 → 9 (-1)
25% less capital invested
Capital invested by funds: $5.39M → $4.04M (-$1.35M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.72M |
| 2 |
Goldman Sachs
New York
|
+$445K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$56.3K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$29.3K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$28K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.27M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$702K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$423K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$238K |
| 5 |
FNYS
First New York Securities
New York
|
-$96.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2.31M | +$1.72M | +72,474 | +300% |
|
|
2
Goldman Sachs
New York
| $448K | +$445K | +18,700 | New |
|
|
VKH
3
Virtu KCG Holdings
New York
| $377K | -$702K | -29,486 | -65% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $324K | +$56.3K | +2,365 | +21% |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $228K | -$423K | -17,789 | -65% |
|
|
6
Bank of America
Charlotte,
North Carolina
| $180K | +$28K | +1,175 | +19% |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $123K | +$29.3K | +1,231 | +31% |
|
|
BFEC
8
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $24K | +$23.8K | +1,000 | New |
|
9
UBS Group
Zurich,
Switzerland
| $20K | -$40.6K | -1,706 | -68% |
|
|
10
Jane Street
New York
| – | -$2.27M | -98,502 | Closed |
|
|
11
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$238K | -10,313 | Closed |
|
|
FNYS
12
First New York Securities
New York
| – | -$96.9K | -4,200 | Closed |
|
HYZD Hedge Fund Activity: Q1 2015 in Review
9 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q1 2015, worth a combined $4.04M — down 25% from $5.39M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of HYZD and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 4 added.
The largest buyer was Royal Bank of Canada, adding an estimated $1.72M. The largest seller was Jane Street, exiting entirely with an estimated $2.27M sold.
- 9 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q1 2015, down from 10 in Q4 2014.
- Funds reported $4.04M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q1 2015, down 25% quarter-over-quarter.
- 2 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q1 2015 and 3 closed out, a net change of -1 holder.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q1 2015 was Royal Bank of Canada, an estimated $1.72M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q1 2015 was Jane Street, an estimated $2.27M sold.
Based on aggregated 13F filings for Q1 2015.