WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
63 hedge funds and large institutions have $189M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 15 closing their positions.
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
15% more funds holding
Funds holding: 55 → 63 (+8)
4.76% more ownership
Funds ownership: 46% → 50.77% (+4.8%)
1% less capital invested
Capital invested by funds: $191M → $189M (-$2.53M)
16% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.93M |
| 2 |
MAG
Mokosak Advisory Group
Urbandale,
Iowa
|
+$3.39M |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$2.52M |
| 4 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$1.95M |
| 5 |
Bank of New York Mellon
New York
|
+$1.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$18.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$12.7M |
| 3 |
OA
Opes Advisors
Cupertino,
California
|
-$6.18M |
| 4 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$4.65M |
| 5 |
Morgan Stanley
New York
|
-$2.98M |
AGGY Hedge Fund Activity: Q4 2018 in Review
63 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2018, worth a combined $189M — down 1.3% from $191M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new AGGY positions and 15 closed out — a net gain of 8 holders — while 16 added to existing stakes and 19 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $8.93M. The largest seller was Jane Street, exiting entirely with an estimated $18.1M sold.
- 63 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2018, up from 55 in Q3 2018.
- Funds reported $189M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2018, down 1.3% quarter-over-quarter.
- 23 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2018 and 15 closed out, a net change of +8 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2018 was Envestnet Asset Management, an estimated $8.93M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2018 was Jane Street, an estimated $18.1M sold.
Based on aggregated 13F filings for Q4 2018.