WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund
AGND
AGND was delisted on the 27th of May, 2020.
13 hedge funds and large institutions have $19M invested in WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and closing their positions.
457% more capital invested
Capital invested by funds: $3.41M → $19M (+$15.6M)
160% more funds holding
Funds holding: 5 → 13 (+8)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$7.51M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.63M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$230K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$221K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$671K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$414K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIS
1
Morningstar Investment Services
Chicago,
Illinois
| $7.46M | +$7.51M | +158,955 | New |
|
|
2
LPL Financial
San Diego,
California
| $5.03M | +$5.1M | +108,063 | New |
|
|
3
Bank of America
Charlotte,
North Carolina
| $3.62M | +$3.63M | +76,864 | +33,419% |
|
|
VKH
4
Virtu KCG Holdings
New York
| $1.71M | -$414K | -8,767 | -19% |
|
|
5
Jane Street
New York
| $497K | -$671K | -14,219 | -57% |
|
|
PAG
6
Private Advisor Group
Morristown,
New Jersey
| $229K | +$230K | +4,878 | New |
|
|
7
Envestnet Asset Management
Chicago,
Illinois
| $220K | +$221K | +4,683 | New |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $103K | +$104K | +2,199 | New |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $47K | – | – | – |
|
10
Ameriprise
Minneapolis,
Minnesota
| $23K | +$23.6K | +500 | New |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $15K | +$13.6K | +288 | +847% |
|
|
WA
12
WFG Advisors
Dallas,
Texas
| $4K | +$3.54K | +75 | New |
|
|
GSC
13
Ground Swell Capital
Folly Beach,
South Carolina
| $2K | +$2.03K | +43 | New |
|
AGND Hedge Fund Activity: Q3 2014 in Review
13 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund (AGND) for Q3 2014, worth a combined $19M — up 457% from $3.41M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AGND positions and 0 closed out — a net gain of 8 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Morningstar Investment Services, opening a new position worth an estimated $7.51M. The largest seller was Jane Street, cutting an estimated $671K.
- 13 institutional investors held WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund (AGND) as of Q3 2014, up from 5 in Q2 2014.
- Funds reported $19M of WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund stock for Q3 2014, up 457% quarter-over-quarter.
- 8 funds opened new WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund positions in Q3 2014 and 0 closed out, a net change of +8 holders.
- The largest WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund buyer in Q3 2014 was Morningstar Investment Services, an estimated $7.51M added.
- The largest WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund seller in Q3 2014 was Jane Street, an estimated $671K sold.
Based on aggregated 13F filings for Q3 2014.