WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
48 hedge funds and large institutions have $127M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 6 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
83% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 12
11% more capital invested
Capital invested by funds: $115M → $127M (+$12.6M)
0.56% more ownership
Funds ownership: 44.45% → 45.01% (+0.56%)
0% more funds holding
Funds holding: 48 → 48 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4.69M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.49M |
| 3 |
VIM
Vista Investment Management
Pittsburgh,
Pennsylvania
|
+$1.09M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$825K |
| 5 |
Bank of New York Mellon
New York
|
+$618K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.25M |
| 2 |
Jane Street
New York
|
-$1.78M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.05M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$541K |
| 5 |
BRF
B. Riley Financial
Los Angeles,
California
|
-$471K |
HYZD Hedge Fund Activity: Q3 2018 in Review
48 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q3 2018, worth a combined $127M — up 11% from $115M a quarter earlier.
Fund positioning in HYZD was balanced in Q3 2018: 6 funds opened new positions, 6 closed out, 22 added to existing stakes and 12 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $4.69M. The largest seller was Bank of America, cutting an estimated $5.25M.
- 48 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $127M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q3 2018, up 11% quarter-over-quarter.
- 6 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q3 2018 and 6 closed out, a net change of 0 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q3 2018 was Ladenburg Thalmann Financial Services, an estimated $4.69M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q3 2018 was Bank of America, an estimated $5.25M sold.
Based on aggregated 13F filings for Q3 2018.