WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
22 hedge funds and large institutions have $64.2M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
22% more funds holding
Funds holding: 18 → 22 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
16.61% less ownership
Funds ownership: 72.87% → 56.26% (-17%)
19% less capital invested
Capital invested by funds: $79.6M → $64.2M (-$15.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.85M |
| 2 |
AWMG
Alliance Wealth Management Group
Flemington,
New Jersey
|
+$1.75M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$1.6M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.28M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$375K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.9M |
| 2 |
Morgan Stanley
New York
|
-$4.35M |
| 3 |
Jane Street
New York
|
-$476K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$473K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$332K |
AGGY Hedge Fund Activity: Q4 2016 in Review
22 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2016, worth a combined $64.2M — down 19% from $79.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AGGY positions and 3 closed out — a net gain of 4 holders — while 6 added to existing stakes and 7 trimmed.
The largest buyer was UBS Group, adding an estimated $2.85M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $14.9M sold.
- 22 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2016, up from 18 in Q3 2016.
- Funds reported $64.2M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2016, down 19% quarter-over-quarter.
- 7 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2016 and 3 closed out, a net change of +4 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2016 was UBS Group, an estimated $2.85M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2016 was Envestnet Asset Management, an estimated $14.9M sold.
Based on aggregated 13F filings for Q4 2016.