WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
10 hedge funds and large institutions have $2.77M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
11% more funds holding
Funds holding: 9 → 10 (+1)
31% less capital invested
Capital invested by funds: $4.04M → $2.77M (-$1.26M)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Arcadia Investment Management
Kalamazoo,
Michigan
|
+$270K |
| 2 |
Jane Street
New York
|
+$209K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$184K |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$35.4K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$26K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.08M |
| 2 |
Goldman Sachs
New York
|
-$448K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$228K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$164K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$28.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.23M | -$1.08M | -44,974 | -47% |
|
|
VKH
2
Virtu KCG Holdings
New York
| $355K | -$19.4K | -806 | -5% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $293K | -$28.5K | -1,185 | -9% |
|
|
AIM
4
Arcadia Investment Management
Kalamazoo,
Michigan
| $266K | +$270K | +11,230 | New |
|
|
5
Jane Street
New York
| $206K | +$209K | +8,679 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $201K | +$184K | +7,630 | +936% |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $148K | +$26K | +1,079 | +21% |
|
|
MAA
8
Managed Account Advisors
Jersey City,
New Jersey
| $35K | +$35.4K | +1,472 | New |
|
|
BFEC
9
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $24K | – | – | – |
|
|
10
Bank of America
Charlotte,
North Carolina
| $16K | -$164K | -6,830 | -91% |
|
|
11
Goldman Sachs
New York
| – | -$448K | -18,700 | Closed |
|
|
12
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$228K | -9,516 | Closed |
|
HYZD Hedge Fund Activity: Q2 2015 in Review
10 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q2 2015, worth a combined $2.77M — down 31% from $4.04M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HYZD positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Arcadia Investment Management, opening a new position worth an estimated $270K. The largest seller was Royal Bank of Canada, cutting an estimated $1.08M.
- 10 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q2 2015, up from 9 in Q1 2015.
- Funds reported $2.77M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q2 2015, down 31% quarter-over-quarter.
- 3 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q2 2015 and 2 closed out, a net change of +1 holder.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q2 2015 was Arcadia Investment Management, an estimated $270K added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q2 2015 was Royal Bank of Canada, an estimated $1.08M sold.
Based on aggregated 13F filings for Q2 2015.