TAF
BTAL icon

Tredje AP-fonden’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Tredje AP-fonden’s Portfolio BTAL Stock Details BTAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,800,000
Closed -$88.7M – 438
2024
Q4 		$88.7M Hold
4,800,000
– – 0.8% 30
2024
Q3 		$94.1M Buy
+4,800,000
New +$95.5M 0.85% 27

Other funds holding BTAL

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tredje AP-fonden's BTAL Position: Q1 2025 in Review

Tredje AP-fonden sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2025, closing a stake of 4,800,000 shares — an estimated $88.7M sold.

Tredje AP-fonden first reported a position in BTAL in Q3 2024 and held it in 2 quarters. The position peaked at $94.1M in Q3 2024. 71 funds tracked by Wall St. Rank hold BTAL as of Q1 2025.

  • Tredje AP-fonden reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2025 after selling out during the quarter.
  • Tredje AP-fonden sold 4,800,000 AGF US Market Neutral Anti-Beta Fund shares in Q1 2025, an estimated $88.7M.
  • Tredje AP-fonden first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2024 and held it in 2 quarters.
  • Tredje AP-fonden's AGF US Market Neutral Anti-Beta Fund position peaked at $94.1M in Q3 2024.
  • 71 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2025.

Based on Tredje AP-fonden's 13F filing for Q1 2025, filed 8 May 2025.