WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
12 hedge funds and large institutions have $59.7M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and closing their positions.
1,154% more capital invested
Capital invested by funds: $4.76M → $59.7M (+$55M)
500% more funds holding
Funds holding: 2 → 12 (+10)
23.37% less ownership
Funds ownership: 97.23% → 73.86% (-23%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$33.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.1M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.34M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.62M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.31M |
| 2 |
Jane Street
New York
|
-$243K |
AGGY Hedge Fund Activity: Q1 2016 in Review
12 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q1 2016, worth a combined $59.7M — up 1,154% from $4.76M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new AGGY positions and 0 closed out — a net gain of 10 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was 3D Asset Management, opening a new position worth an estimated $33.1M. The largest seller was Royal Bank of Canada, cutting an estimated $3.31M.
- 12 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q1 2016, up from 2 in Q4 2015.
- Funds reported $59.7M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q1 2016, up 1,154% quarter-over-quarter.
- 10 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q1 2016 and 0 closed out, a net change of +10 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q1 2016 was 3D Asset Management, an estimated $33.1M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q1 2016 was Royal Bank of Canada, an estimated $3.31M sold.
Based on aggregated 13F filings for Q1 2016.