WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
56 hedge funds and large institutions have $123M invested in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
57% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 14
17% more funds holding
Funds holding: 48 → 56 (+8)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $127M → $123M (-$4.3M)
1.57% less ownership
Funds ownership: 45.01% → 43.44% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$14M |
| 2 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$4.43M |
| 3 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$3.42M |
| 4 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
+$3.23M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBA
Richard Bernstein Advisors
New York
|
-$30.3M |
| 2 |
CCM
CWH Capital Management
Spokane,
Washington
|
-$4.76M |
| 3 |
Morgan Stanley
New York
|
-$853K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$836K |
| 5 |
BPC
Banque Pictet & Cie
Geneva 73,
Switzerland
|
-$753K |
HYZD Hedge Fund Activity: Q4 2018 in Review
56 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) for Q4 2018, worth a combined $123M — down 3.4% from $127M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new HYZD positions and 6 closed out — a net gain of 8 holders — while 22 added to existing stakes and 14 trimmed.
The largest buyer was Jane Street, adding an estimated $14M. The largest seller was Richard Bernstein Advisors, exiting entirely with an estimated $30.3M sold.
- 56 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) as of Q4 2018, up from 48 in Q3 2018.
- Funds reported $123M of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund stock for Q4 2018, down 3.4% quarter-over-quarter.
- 14 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund positions in Q4 2018 and 6 closed out, a net change of +8 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund buyer in Q4 2018 was Jane Street, an estimated $14M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund seller in Q4 2018 was Richard Bernstein Advisors, an estimated $30.3M sold.
Based on aggregated 13F filings for Q4 2018.