WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
10 hedge funds and large institutions have $2.71M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
25% more funds holding
Funds holding: 8 → 10 (+2)
20% more capital invested
Capital invested by funds: $2.26M → $2.71M (+$451K)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$1.04M |
| 2 |
Jane Street
New York
|
+$370K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$158K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$18.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.02M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$33.9K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.74K |
| 4 |
Citigroup
New York
|
-$4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HSA
1
HBK Sorce Advisory
Erie,
Pennsylvania
| $1.01M | +$1.04M | +46,228 | New |
|
|
VKH
2
Virtu KCG Holdings
New York
| $596K | +$158K | +7,032 | +35% |
|
|
3
Jane Street
New York
| $361K | +$370K | +16,451 | New |
|
|
AIM
4
Arcadia Investment Management
Kalamazoo,
Michigan
| $246K | – | – | – |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $223K | -$1.02M | -45,202 | -82% |
|
|
6
UBS Group
Zurich,
Switzerland
| $147K | -$1.15K | -51 | -0.8% |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $62K | -$33.9K | -1,508 | -35% |
|
|
BFEC
8
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $22K | – | – | – |
|
|
9
Bank of America
Charlotte,
North Carolina
| $20K | -$4.74K | -211 | -19% |
|
|
MFS
10
MSI Financial Services
Springfield,
Massachusetts
| $18K | +$18.9K | +841 | New |
|
|
11
Citigroup
New York
| – | -$4K | -175 | Closed |
|
HYZD Hedge Fund Activity: Q4 2015 in Review
10 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q4 2015, worth a combined $2.71M — up 20% from $2.26M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HYZD positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was HBK Sorce Advisory, opening a new position worth an estimated $1.04M. The largest seller was Royal Bank of Canada, cutting an estimated $1.02M.
- 10 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q4 2015, up from 8 in Q3 2015.
- Funds reported $2.71M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q4 2015, up 20% quarter-over-quarter.
- 3 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q4 2015 and 1 closed out, a net change of +2 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q4 2015 was HBK Sorce Advisory, an estimated $1.04M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q4 2015 was Royal Bank of Canada, an estimated $1.02M sold.
Based on aggregated 13F filings for Q4 2015.