WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
8 hedge funds and large institutions have $2.26M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2015 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
19% less capital invested
Capital invested by funds: $2.77M → $2.26M (-$515K)
20% less funds holding
Funds holding: 10 → 8 (-2)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
+$122K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$86.7K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$9.53K |
| 4 |
Citigroup
New York
|
+$4.09K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$293K |
| 2 |
Jane Street
New York
|
-$206K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$44.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$39.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.25M | +$86.7K | +3,715 | +7% |
|
|
VKH
2
Virtu KCG Holdings
New York
| $455K | +$122K | +5,238 | +35% |
|
|
AIM
3
Arcadia Investment Management
Kalamazoo,
Michigan
| $253K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $152K | -$39.3K | -1,684 | -20% |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $97K | -$44.5K | -1,905 | -31% |
|
|
6
Bank of America
Charlotte,
North Carolina
| $25K | +$9.53K | +408 | +59% |
|
|
BFEC
7
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $23K | – | – | – |
|
|
8
Citigroup
New York
| $4K | +$4.09K | +175 | New |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$293K | -12,337 | Closed |
|
|
10
Jane Street
New York
| – | -$206K | -8,679 | Closed |
|
HYZD Hedge Fund Activity: Q3 2015 in Review
8 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q3 2015, worth a combined $2.26M — down 19% from $2.77M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of HYZD and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.
The largest buyer was Virtu KCG Holdings, adding an estimated $122K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $293K sold.
- 8 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q3 2015, down from 10 in Q2 2015.
- Funds reported $2.26M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q3 2015, down 19% quarter-over-quarter.
- 1 fund opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q3 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 Q3 2015 was Virtu KCG Holdings, an estimated $122K added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q3 2015 was Susquehanna International Group, an estimated $293K sold.
Based on aggregated 13F filings for Q3 2015.