WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
11 hedge funds and large institutions have $3.73M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2016 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
28% less capital invested
Capital invested by funds: $5.18M → $3.73M (-$1.45M)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$239K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.04K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.73M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$58.5K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$46.5K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$38.6K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$13K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.8M | -$1.73M | -74,693 | -49% |
|
|
VKH
2
Virtu KCG Holdings
New York
| $756K | -$38.6K | -1,668 | -5% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $457K | -$46.5K | -2,010 | -9% |
|
|
RJA
4
Raymond James & Associates
St Petersburg,
Florida
| $244K | +$239K | +10,313 | New |
|
|
AIM
5
Arcadia Investment Management
Kalamazoo,
Michigan
| $208K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $160K | -$58.5K | -2,529 | -27% |
|
|
BFEC
7
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $45K | – | – | – |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $19K | – | – | – |
|
9
Bank of America
Charlotte,
North Carolina
| $17K | -$4.37K | -189 | -21% |
|
|
CFA
10
Carroll Financial Associates
Charlotte,
North Carolina
| $16K | – | – | – |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $7K | +$2.04K | +88 | +42% |
|
|
MFS
12
MSI Financial Services
Springfield,
Massachusetts
| – | -$13K | -572 | Closed |
|
HYZD Hedge Fund Activity: Q3 2016 in Review
11 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q3 2016, worth a combined $3.73M — down 28% from $5.18M a quarter earlier.
Fund positioning in HYZD was balanced in Q3 2016: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 5 trimmed.
The largest buyer was Raymond James & Associates, opening a new position worth an estimated $239K. The largest seller was Jane Street, cutting an estimated $1.73M.
- 11 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q3 2016, unchanged from Q2 2016.
- Funds reported $3.73M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q3 2016, down 28% quarter-over-quarter.
- 1 fund opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q3 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 Q3 2016 was Raymond James & Associates, an estimated $239K added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q3 2016 was Jane Street, an estimated $1.73M sold.
Based on aggregated 13F filings for Q3 2016.