WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
34 hedge funds and large institutions have $57M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 6 closing their positions.
154% more capital invested
Capital invested by funds: $22.4M → $57M (+$34.6M)
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
14.07% more ownership
Funds ownership: 23.78% → 37.85% (+14%)
10% more funds holding
Funds holding: 31 → 34 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPC
Banque Pictet & Cie
Geneva 73,
Switzerland
|
+$15.1M |
| 2 |
PNAA
Pictet North America Advisors
Geneva 73,
Switzerland
|
+$15.1M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.12M |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
+$1.4M |
| 5 |
Morgan Stanley
New York
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$1.41M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$530K |
| 3 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$400K |
| 4 |
VF
Virtu Financial
New York
|
-$391K |
| 5 |
AFNAS
American Financial Network Advisory Services
Calabasas,
California
|
-$163K |
HYZD Hedge Fund Activity: Q1 2018 in Review
34 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q1 2018, worth a combined $57M — up 154% from $22.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HYZD positions and 6 closed out — a net gain of 3 holders — while 12 added to existing stakes and 7 trimmed.
The largest buyer was Banque Pictet & Cie, opening a new position worth an estimated $15.1M. The largest seller was Barber Financial Group, cutting an estimated $1.41M.
- 34 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q1 2018, up from 31 in Q4 2017.
- Funds reported $57M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q1 2018, up 154% quarter-over-quarter.
- 9 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q1 2018 and 6 closed out, a net change of +3 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q1 2018 was Banque Pictet & Cie, an estimated $15.1M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q1 2018 was Barber Financial Group, an estimated $1.41M sold.
Based on aggregated 13F filings for Q1 2018.