WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
13 hedge funds and large institutions have $60.5M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2016 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
8% more funds holding
Funds holding: 12 → 13 (+1)
1% more capital invested
Capital invested by funds: $59.7M → $60.5M (+$782K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.95% less ownership
Funds ownership: 73.86% → 72.92% (-0.95%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.24M |
| 2 |
Jane Street
New York
|
+$441K |
| 3 |
Morgan Stanley
New York
|
+$360K |
| 4 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$308K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$302K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.16M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.24M |
| 3 |
LPL Financial
San Diego,
California
|
-$395K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$52K |
| 5 |
AIG
American International Group
New York
|
-$10K |
AGGY Hedge Fund Activity: Q2 2016 in Review
13 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q2 2016, worth a combined $60.5M — up 1.3% from $59.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AGGY positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Atria Investments, adding an estimated $1.24M. The largest seller was Citadel Advisors, cutting an estimated $2.16M.
- 13 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q2 2016, up from 12 in Q1 2016.
- Funds reported $60.5M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q2 2016, up 1.3% quarter-over-quarter.
- 3 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q2 2016 and 2 closed out, a net change of +1 holder.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q2 2016 was Atria Investments, an estimated $1.24M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q2 2016 was Citadel Advisors, an estimated $2.16M sold.
Based on aggregated 13F filings for Q2 2016.