WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
10 hedge funds and large institutions have $3.44M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2016 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
27% more capital invested
Capital invested by funds: $2.71M → $3.44M (+$735K)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.44M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$237K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$113K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$19.2K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$15.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$1.01M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$54.7K |
| 3 |
AIM
Arcadia Investment Management
Kalamazoo,
Michigan
|
-$51.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.82M | +$1.44M | +67,532 | +411% |
|
|
VKH
2
Virtu KCG Holdings
New York
| $706K | +$113K | +5,281 | +19% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $463K | +$237K | +11,100 | +109% |
|
|
AIM
4
Arcadia Investment Management
Kalamazoo,
Michigan
| $191K | -$51.6K | -2,420 | -22% |
|
|
5
UBS Group
Zurich,
Switzerland
| $161K | +$15.7K | +736 | +11% |
|
|
BFEC
6
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $41K | +$19.2K | +900 | +90% |
|
7
Bank of America
Charlotte,
North Carolina
| $19K | +$384 | +18 | +2% |
|
|
MFS
8
MSI Financial Services
Springfield,
Massachusetts
| $18K | – | – | – |
|
|
CFA
9
Carroll Financial Associates
Charlotte,
North Carolina
| $14K | +$14.6K | +685 | New |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $5K | -$54.7K | -2,568 | -91% |
|
|
HSA
11
HBK Sorce Advisory
Erie,
Pennsylvania
| – | -$1.01M | -46,228 | Closed |
|
HYZD Hedge Fund Activity: Q1 2016 in Review
10 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 2016, worth a combined $3.44M — up 27% from $2.71M a quarter earlier.
Fund positioning in HYZD was balanced in Q1 2016: 1 fund opened new positions, 1 closed out, 6 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, adding an estimated $1.44M. The largest seller was HBK Sorce Advisory, exiting entirely with an estimated $1.01M sold.
- 10 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q1 2016, unchanged from Q4 2015.
- Funds reported $3.44M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q1 2016, up 27% quarter-over-quarter.
- 1 fund opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q1 2016 and 1 closed out, a net change of 0 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q1 2016 was Jane Street, an estimated $1.44M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q1 2016 was HBK Sorce Advisory, an estimated $1.01M sold.
Based on aggregated 13F filings for Q1 2016.