WisdomTree U.S. Short Term High Yield Corporate Bond Fund
SFHY
SFHY was delisted on the 24th of September, 2021.
10 hedge funds and large institutions have $13.6M invested in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 4 closing their positions.
203% more capital invested
Capital invested by funds: $4.47M → $13.6M (+$9.08M)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
11% more funds holding
Funds holding: 9 → 10 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$4.81M |
| 2 |
Jane Street
New York
|
+$1.2M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$59.2K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$24.9K |
| 5 |
LFG
LifePlan Financial Group
Dayton,
Ohio
|
+$23.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.59M |
| 2 |
MA
Menlo Advisors
Menlo Park,
California
|
-$266K |
| 3 |
SFM
Signet Financial Management
Parsippany,
New Jersey
|
-$7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$5K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$50 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
W
1
Wealthquest
Cincinnati,
Ohio
| $5.09M | +$5.17M | +104,235 | New |
|
|
2
Goldman Sachs
New York
| $4.69M | +$4.81M | +97,085 | New |
|
|
3
Jane Street
New York
| $2.1M | +$1.2M | +24,228 | +125% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $721K | -$50 | -1 | -0% |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| $665K | +$24.9K | +503 | +4% |
|
6
Bank of America
Charlotte,
North Carolina
| $145K | – | – | – |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $58K | +$59.2K | +1,194 | New |
|
|
AG
8
Advisor Group
Phoenix,
Arizona
| $46K | – | – | – |
|
|
LFG
9
LifePlan Financial Group
Dayton,
Ohio
| $23K | +$23.6K | +477 | New |
|
|
APA
10
American Portfolios Advisors
Holbrook,
New York
| $10.4K | +$10.7K | +215 | New |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$1.59M | -31,353 | Closed |
|
|
MA
12
Menlo Advisors
Menlo Park,
California
| – | -$266K | -5,270 | Closed |
|
|
SFM
13
Signet Financial Management
Parsippany,
New Jersey
| – | -$7K | -136 | Closed |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$5K | -100 | Closed |
|
SFHY Hedge Fund Activity: Q4 2018 in Review
10 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) for Q4 2018, worth a combined $13.6M — up 203% from $4.47M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SFHY positions and 4 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $4.81M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.59M sold.
- 10 institutional investors held WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) as of Q4 2018, up from 9 in Q3 2018.
- Funds reported $13.6M of WisdomTree U.S. Short Term High Yield Corporate Bond Fund stock for Q4 2018, up 203% quarter-over-quarter.
- 5 funds opened new WisdomTree U.S. Short Term High Yield Corporate Bond Fund positions in Q4 2018 and 4 closed out, a net change of +1 holder.
- The largest WisdomTree U.S. Short Term High Yield Corporate Bond Fund buyer in Q4 2018 was Goldman Sachs, an estimated $4.81M added.
- The largest WisdomTree U.S. Short Term High Yield Corporate Bond Fund seller in Q4 2018 was Citadel Advisors, an estimated $1.59M sold.
Based on aggregated 13F filings for Q4 2018.