WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
31 hedge funds and large institutions have $22.4M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
114% more capital invested
Capital invested by funds: $10.5M → $22.4M (+$11.9M)
55% more funds holding
Funds holding: 20 → 31 (+11)
21.44% more ownership
Funds ownership: 18.88% → 40.32% (+21%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$7.02M |
| 2 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$781K |
| 3 |
Morgan Stanley
New York
|
+$535K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$501K |
| 5 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$400K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.37M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$342K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$14.4K |
| 4 |
AFNAS
American Financial Network Advisory Services
Calabasas,
California
|
-$3.02K |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
-$3K |
HYZD Hedge Fund Activity: Q4 2017 in Review
31 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q4 2017, worth a combined $22.4M — up 114% from $10.5M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new HYZD positions and 2 closed out — a net gain of 11 holders — while 12 added to existing stakes and 3 trimmed.
The largest buyer was Barber Financial Group, opening a new position worth an estimated $7.02M. The largest seller was Jane Street, exiting entirely with an estimated $1.37M sold.
- 31 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q4 2017, up from 20 in Q3 2017.
- Funds reported $22.4M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q4 2017, up 114% quarter-over-quarter.
- 13 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q4 2017 and 2 closed out, a net change of +11 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q4 2017 was Barber Financial Group, an estimated $7.02M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q4 2017 was Jane Street, an estimated $1.37M sold.
Based on aggregated 13F filings for Q4 2017.