WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
45 hedge funds and large institutions have $162M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 3 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 8
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
21% more capital invested
Capital invested by funds: $135M → $162M (+$27.8M)
13% more funds holding
Funds holding: 40 → 45 (+5)
35.88% less ownership
Funds ownership: 78.11% → 42.24% (-36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFGH
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
+$7.79M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.95M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$6.77M |
| 4 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
+$5.51M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$3.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.11M |
| 2 |
Morgan Stanley
New York
|
-$2.51M |
| 3 |
EWF
Epstein & White Financial
San Diego,
California
|
-$2.08M |
| 4 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$1.24M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$314K |
AGGY Hedge Fund Activity: Q1 2018 in Review
45 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q1 2018, worth a combined $162M — up 21% from $135M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AGGY positions and 3 closed out — a net gain of 5 holders — while 22 added to existing stakes and 8 trimmed.
The largest buyer was Lee Financial Group Hawaii, opening a new position worth an estimated $7.79M. The largest seller was Jane Street, cutting an estimated $5.11M.
- 45 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q1 2018, up from 40 in Q4 2017.
- Funds reported $162M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q1 2018, up 21% quarter-over-quarter.
- 8 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q1 2018 and 3 closed out, a net change of +5 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q1 2018 was Lee Financial Group Hawaii, an estimated $7.79M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q1 2018 was Jane Street, an estimated $5.11M sold.
Based on aggregated 13F filings for Q1 2018.