WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
13 hedge funds and large institutions have $48.7M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.
3% less capital invested
Capital invested by funds: $50.3M → $48.7M (-$1.61M)
13% less funds holding
Funds holding: 15 → 13 (-2)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.55M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$653K |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$31K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$25.5K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$22.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.64M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$1.84M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$858K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$111K |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$108K |
AGZD Hedge Fund Activity: Q1 2015 in Review
13 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q1 2015, worth a combined $48.7M — down 3.2% from $50.3M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of AGZD and 1 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 5 added.
The largest buyer was Jane Street, adding an estimated $3.55M. The largest seller was LPL Financial, cutting an estimated $2.64M.
- 13 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q1 2015, down from 15 in Q4 2014.
- Funds reported $48.7M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q1 2015, down 3.2% quarter-over-quarter.
- 1 fund opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q1 2015 and 3 closed out, a net change of -2 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q1 2015 was Jane Street, an estimated $3.55M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q1 2015 was LPL Financial, an estimated $2.64M sold.
Based on aggregated 13F filings for Q1 2015.