WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
12 hedge funds and large institutions have $2.77M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
16.57% more ownership
Funds ownership: 0% → 16.57% (+17%)
9% more funds holding
Funds holding: 11 → 12 (+1)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
26% less capital invested
Capital invested by funds: $3.73M → $2.77M (-$963K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$319K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$284K |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$35.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.14K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.07M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$422K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$149K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $742K | -$1.07M | -45,241 | -59% |
|
|
VKH
2
Virtu KCG Holdings
New York
| $614K | -$149K | -6,326 | -20% |
|
|
3
LPL Financial
San Diego,
California
| $323K | +$319K | +13,515 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $304K | +$284K | +12,006 | +1,672% |
|
|
RJA
5
Raymond James & Associates
St Petersburg,
Florida
| $246K | – | – | – |
|
|
AIM
6
Arcadia Investment Management
Kalamazoo,
Michigan
| $210K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $168K | +$6.14K | +260 | +4% |
|
|
BFEC
8
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $81K | +$35.4K | +1,500 | +79% |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $36K | -$422K | -17,863 | -92% |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| $19K | – | – | – |
|
|
CFA
11
Carroll Financial Associates
Charlotte,
North Carolina
| $16K | – | – | – |
|
|
PFGIA
12
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $10K | +$9.45K | +400 | New |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| – | -$7K | -300 | Closed |
|
HYZD Hedge Fund Activity: Q4 2016 in Review
12 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q4 2016, worth a combined $2.77M — down 26% from $3.73M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new HYZD positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $319K. The largest seller was Jane Street, cutting an estimated $1.07M.
- 12 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q4 2016, up from 11 in Q3 2016.
- Funds reported $2.77M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q4 2016, down 26% quarter-over-quarter.
- 2 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q4 2016 and 1 closed out, a net change of +1 holder.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q4 2016 was LPL Financial, an estimated $319K added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q4 2016 was Jane Street, an estimated $1.07M sold.
Based on aggregated 13F filings for Q4 2016.