WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
18 hedge funds and large institutions have $79.6M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
400% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 2
38% more funds holding
Funds holding: 13 → 18 (+5)
31% more capital invested
Capital invested by funds: $60.5M → $79.6M (+$19M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.05% less ownership
Funds ownership: 72.92% → 72.87% (-0.05%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.05M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.67M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.15M |
| 4 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$2.01M |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$1.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.22M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$173K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$20.9K |
AGGY Hedge Fund Activity: Q3 2016 in Review
18 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q3 2016, worth a combined $79.6M — up 31% from $60.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AGGY positions and 1 closed out — a net gain of 5 holders — while 10 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.05M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.22M sold.
- 18 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q3 2016, up from 13 in Q2 2016.
- Funds reported $79.6M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q3 2016, up 31% quarter-over-quarter.
- 6 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q3 2016 and 1 closed out, a net change of +5 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q3 2016 was Morgan Stanley, an estimated $8.05M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q3 2016 was Susquehanna International Group, an estimated $2.22M sold.
Based on aggregated 13F filings for Q3 2016.