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 $11.9M invested in WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 0 closing their positions.
8% more funds holding
Funds holding: 12 → 13 (+1)
8% more capital invested
Capital invested by funds: $11.1M → $11.9M (+$844K)
83% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 6
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$3.08M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$44K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.51M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$420K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$114K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$57.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $7.25M | -$420K | -9,546 | -5% |
|
|
2
Citadel Advisors
Miami,
Florida
| $3.08M | +$3.08M | +70,020 | New |
|
|
3
Jane Street
New York
| $656K | -$1.51M | -34,292 | -70% |
|
|
HHGC
4
Hunting Hill Global Capital
New York
| $303K | – | – | – |
|
|
VKH
5
Virtu KCG Holdings
New York
| $263K | -$114K | -2,587 | -30% |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $176K | – | – | – |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $67K | +$44K | +1,000 | +192% |
|
|
AG
8
Advisor Group
Phoenix,
Arizona
| $62K | -$57.9K | -1,315 | -48% |
|
|
PFGIA
9
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $29K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $18K | -$11K | -249 | -38% |
|
|
WEC
11
Winslow Evans & Crocker
Boston,
Massachusetts
| $14.8K | – | – | – |
|
|
IA
12
IFP Advisors
Tampa,
Florida
| $14K | – | – | – |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| $2K | -$10.9K | -247 | -82% |
|
AGND Hedge Fund Activity: Q1 2017 in Review
13 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund (AGND) for Q1 2017, worth a combined $11.9M — up 7.6% from $11.1M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new AGND positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 6 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.08M. The largest seller was Jane Street, cutting an estimated $1.51M.
- 13 institutional investors held WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund (AGND) as of Q1 2017, up from 12 in Q4 2016.
- Funds reported $11.9M of WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund stock for Q1 2017, up 7.6% quarter-over-quarter.
- 1 fund opened new WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund positions in Q1 2017 and 0 closed out, a net change of +1 holder.
- The largest WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund buyer in Q1 2017 was Citadel Advisors, an estimated $3.08M added.
- The largest WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund seller in Q1 2017 was Jane Street, an estimated $1.51M sold.
Based on aggregated 13F filings for Q1 2017.