We are live on ! Find out more
BT

BT Group plc (ADR)
BT

Delisted

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

158 hedge funds and large institutions have $468M invested in BT Group plc (ADR) in 2016 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 44 increasing their positions, 48 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 30

7% more funds holding

Funds holding: 147158 (+11)

2% more capital invested

Capital invested by funds: $460M → $468M (+$7.29M)

8% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 48

Holders
158
Holders Change
+11
Holders Change %
+7.48%
% of All Funds
3.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
44
Reduced
48
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EMG
101
Ellington Management Group
Connecticut
$216K +$217K +9,400 New
LFAS
102
Level Four Advisory Services
Texas
$209K +$210K +9,079 New
DWT
103
Dorsey & Whitney Trust
South Dakota
$208K -$27.9K -1,206 -12%
WAM
104
Wealthspire Advisors (Maryland)
Maryland
$207K -$8.55K -370 -4%
Stifel Financial
105
Stifel Financial
Missouri
$203K -$99.1K -4,289 -33%
CSS
106
Cubist Systematic Strategies
Connecticut
$202K +$202K +8,762 New
TAM
107
Tyers Asset Management
Texas
$196K +$197K +8,528 New
SEI Investments
108
SEI Investments
Pennsylvania
$192K +$68K +2,941 +54%
WTC
109
WhitTier Trust Company
Nevada
$186K +$167K +7,237 +849%
RA
110
Rational Advisors
New York
$168K +$161K +6,980 New
Creative Planning
111
Creative Planning
Kansas
$166K -$1.85K -80 -1%
CTC
112
Central Trust Company
Missouri
$158K -$35.3K -1,526 -18%
SGAM
113
Smith Group Asset Management
Texas
$152K -$2.31K -100 -1%
AG
114
Advisor Group
Arizona
$146K +$25.6K +1,106 +21%
RCM
115
Riverhead Capital Management
Delaware
$136K
MA
116
MUFG Americas
New York
$115K
MMH
117
Menora Mivtachim Holdings
Israel
$115K +$116K +5,000 New
MFS
118
MSI Financial Services
Massachusetts
$100K -$31.2K -1,350 -24%
LTFS
119
Ladenburg Thalmann Financial Services
Florida
$90K -$647 -28 -0.7%
NFG
120
Next Financial Group
Texas
$79K -$17.3K -750 -18%
Barclays
121
Barclays
United Kingdom
$67K
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$60K +$18K +779 +42%
PWM
123
Perigon Wealth Management
California
$57K +$64.9K +2,808 New
AAM
124
Advisors Asset Management
Colorado
$49K +$7.42K +321 +18%
TJHA
125
Thomas J. Herzfeld Advisors
Florida
$48K +$48.6K +2,104 New

BT Hedge Fund Activity: Q4 2016 in Review

158 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in BT Group plc (ADR) (BT) for Q4 2016, worth a combined $468M — up 1.6% from $460M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new BT positions and 30 closed out — a net gain of 13 holders — while 44 added to existing stakes and 48 trimmed.

The largest buyer was BlackRock Investment Management, opening a new position worth an estimated $39.6M. The largest seller was Morgan Stanley, cutting an estimated $30.7M.

  • 158 institutional investors held BT Group plc (ADR) (BT) as of Q4 2016, up from 147 in Q3 2016.
  • Funds reported $468M of BT Group plc (ADR) stock for Q4 2016, up 1.6% quarter-over-quarter.
  • 43 funds opened new BT Group plc (ADR) positions in Q4 2016 and 30 closed out, a net change of +13 holders.
  • The largest BT Group plc (ADR) buyer in Q4 2016 was BlackRock Investment Management, an estimated $39.6M added.
  • The largest BT Group plc (ADR) seller in Q4 2016 was Morgan Stanley, an estimated $30.7M sold.

Based on aggregated 13F filings for Q4 2016.