WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
11 hedge funds and large institutions have $5.18M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2016 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
51% more capital invested
Capital invested by funds: $3.44M → $5.18M (+$1.74M)
10% more funds holding
Funds holding: 10 → 11 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$41.5K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$26.8K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$18.1K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.12K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$6.01K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$648 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $3.41M | +$1.5M | +67,024 | +80% |
|
|
VKH
2
Virtu KCG Holdings
New York
| $762K | +$26.8K | +1,198 | +4% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $483K | +$2.12K | +95 | +0.4% |
|
|
4
UBS Group
Zurich,
Switzerland
| $210K | +$41.5K | +1,858 | +25% |
|
|
AIM
5
Arcadia Investment Management
Kalamazoo,
Michigan
| $199K | – | – | – |
|
|
BFEC
6
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $43K | – | – | – |
|
7
Bank of America
Charlotte,
North Carolina
| $21K | – | – | – |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $18K | +$18.1K | +810 | New |
|
|
CFA
9
Carroll Financial Associates
Charlotte,
North Carolina
| $15K | – | – | – |
|
|
MFS
10
MSI Financial Services
Springfield,
Massachusetts
| $13K | -$6.01K | -269 | -32% |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $5K | -$648 | -29 | -12% |
|
HYZD Hedge Fund Activity: Q2 2016 in Review
11 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q2 2016, worth a combined $5.18M — up 51% from $3.44M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new HYZD positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, adding an estimated $1.5M. The largest seller was MSI Financial Services, cutting an estimated $6.01K.
- 11 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q2 2016, up from 10 in Q1 2016.
- Funds reported $5.18M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q2 2016, up 51% quarter-over-quarter.
- 1 fund opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q2 2016 and 0 closed out, a net change of +1 holder.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q2 2016 was Jane Street, an estimated $1.5M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q2 2016 was MSI Financial Services, an estimated $6.01K sold.
Based on aggregated 13F filings for Q2 2016.