WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
40 hedge funds and large institutions have $135M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 1 reducing their positions, and 4 closing their positions.
1,600% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 1
350% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 4
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
54% more funds holding
Funds holding: 26 → 40 (+14)
50% more capital invested
Capital invested by funds: $89.8M → $135M (+$44.8M)
4.66% less ownership
Funds ownership: 52.08% → 47.43% (-4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$7.45M |
| 2 |
SFG
StrategIQ Financial Group
Merrillville,
Indiana
|
+$5.34M |
| 3 |
Morgan Stanley
New York
|
+$5.28M |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$4.08M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$1.79M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.48M |
| 3 |
AWMG
Alliance Wealth Management Group
Flemington,
New Jersey
|
-$784K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$507K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$28K |
AGGY Hedge Fund Activity: Q4 2017 in Review
40 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2017, worth a combined $135M — up 50% from $89.8M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new AGGY positions and 4 closed out — a net gain of 14 holders — while 17 added to existing stakes and 1 trimmed.
The largest buyer was Barber Financial Group, opening a new position worth an estimated $7.45M. The largest seller was Virtu Financial, exiting entirely with an estimated $1.79M sold.
- 40 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2017, up from 26 in Q3 2017.
- Funds reported $135M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2017, up 50% quarter-over-quarter.
- 18 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2017 and 4 closed out, a net change of +14 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2017 was Barber Financial Group, an estimated $7.45M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2017 was Virtu Financial, an estimated $1.79M sold.
Based on aggregated 13F filings for Q4 2017.