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BT

BT Group plc (ADR)
BT

Delisted

BT was delisted on the 13th of September, 2019.

167 hedge funds and large institutions have $612M invested in BT Group plc (ADR) in 2015 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 48

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

1% more funds holding

Funds holding: 166167 (+1)

5% less capital invested

Capital invested by funds: $646M → $612M (-$34.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
167
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
4.66%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
61
Reduced
48
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
101
TD Asset Management
Ontario, Canada
$270K -$2.35K -68 -0.8%
Luther King Capital Management (LKCM)
102
Luther King Capital Management (LKCM)
Texas
$269K
TYCC
103
Texas Yale Capital Corp
Florida
$269K
FB
104
Fulton Bank
Pennsylvania
$262K +$12K +348 +4%
RJT
105
Raymond James Trust
Florida
$260K +$897 +26 +0.3%
AT
106
Arden Trust
Delaware
$252K +$273K +7,910 New
FAAS
107
First Allied Advisory Services
California
$238K -$11.2K -324 -4%
AP
108
Advisor Partners
California
$238K +$21.7K +630 +9%
SGAM
109
Smith Group Asset Management
Texas
$236K
DWA
110
Dorsey Wright & Associates
California
$235K +$46.3K +1,344 +22%
ATIA
111
American Trust Investment Advisors
New Hampshire
$225K
BHC
112
Bowen Hanes & Co
Florida
$223K
RWA
113
Ropes Wealth Advisors
Massachusetts
$217K +$234K +6,800 New
DWA
114
Douglass Winthrop Advisors
New York
$214K
BF
115
BOK Financial
Oklahoma
$213K -$13.1K -380 -5%
B
116
BancorpSouth
Mississippi
$209K
VKH
117
Virtu KCG Holdings
New York
$208K -$3.72M -107,856 -94%
CWA
118
Cypress Wealth Advisors
California
$205K +$222K +6,438 New
ACA
119
Anchor Capital Advisors
Massachusetts
$203K +$219K +6,362 New
MA
120
MUFG Americas
New York
$191K -$27.6K -800 -12%
NFG
121
Next Financial Group
Texas
$160K +$10.3K +300 +6%
OA
122
OFI Advisors
Pennsylvania
$129K +$5.93K +172 +4%
BWP
123
Baldwin Wealth Partners
Massachusetts
$125K -$790K -22,900 -85%
CTC
124
Central Trust Company
Missouri
$124K +$207 +6 +0.2%
ST
125
Smithfield Trust
Pennsylvania
$116K +$2.41K +70 +2%

BT Hedge Fund Activity: Q3 2015 in Review

167 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in BT Group plc (ADR) (BT) for Q3 2015, worth a combined $612M — down 5.3% from $646M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BT positions and 19 closed out — a net gain of 3 holders — while 61 added to existing stakes and 48 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $23.1M. The largest seller was Calvert Investment Management, cutting an estimated $6.95M.

  • 167 institutional investors held BT Group plc (ADR) (BT) as of Q3 2015, up from 166 in Q2 2015.
  • Funds reported $612M of BT Group plc (ADR) stock for Q3 2015, down 5.3% quarter-over-quarter.
  • 22 funds opened new BT Group plc (ADR) positions in Q3 2015 and 19 closed out, a net change of +3 holders.
  • The largest BT Group plc (ADR) buyer in Q3 2015 was Neuberger Berman Group, an estimated $23.1M added.
  • The largest BT Group plc (ADR) seller in Q3 2015 was Calvert Investment Management, an estimated $6.95M sold.

Based on aggregated 13F filings for Q3 2015.