WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
48 hedge funds and large institutions have $115M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 3 reducing their positions, and 1 closing their positions.
1,400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 1
700% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 3
101% more capital invested
Capital invested by funds: $57M → $115M (+$57.8M)
41% more funds holding
Funds holding: 34 → 48 (+14)
22.37% more ownership
Funds ownership: 22.08% → 44.45% (+22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBA
Richard Bernstein Advisors
New York
|
+$30.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$8.09M |
| 3 |
CCM
CWH Capital Management
Spokane,
Washington
|
+$4.67M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.03M |
| 5 |
Jane Street
New York
|
+$2.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.07M |
| 2 |
Morgan Stanley
New York
|
-$132K |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$26K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$11.1K |
HYZD Hedge Fund Activity: Q2 2018 in Review
48 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q2 2018, worth a combined $115M — up 101% from $57M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new HYZD positions and 1 closed out — a net gain of 14 holders — while 24 added to existing stakes and 3 trimmed.
The largest buyer was Richard Bernstein Advisors, opening a new position worth an estimated $30.1M. The largest seller was Private Advisor Group, cutting an estimated $2.07M.
- 48 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q2 2018, up from 34 in Q1 2018.
- Funds reported $115M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q2 2018, up 101% quarter-over-quarter.
- 15 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q2 2018 and 1 closed out, a net change of +14 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q2 2018 was Richard Bernstein Advisors, an estimated $30.1M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q2 2018 was Private Advisor Group, an estimated $2.07M sold.
Based on aggregated 13F filings for Q2 2018.