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BT

BT Group plc (ADR)
BT

Delisted

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

151 hedge funds and large institutions have $385M invested in BT Group plc (ADR) in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 158151 (-7)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

18% less capital invested

Capital invested by funds: $468M → $385M (-$82.2M)

23% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 56

Holders
151
Holders Change
-7
Holders Change %
-4.43%
% of All Funds
3.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
43
Reduced
56
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
101
Quadrant Capital Group
Ohio
$145K +$131K +6,254 +513%
SEI Investments
102
SEI Investments
Pennsylvania
$143K -$26K -1,240 -15%
AG
103
Advisor Group
Arizona
$131K +$2.99K +143 +2%
Creative Planning
104
Creative Planning
Kansas
$128K -$17.6K -839 -12%
RCM
105
Riverhead Capital Management
Delaware
$118K
MA
106
MUFG Americas
New York
$100K
WAM
107
Wealthspire Advisors (Maryland)
Maryland
$92K -$92.2K -4,402 -49%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82K -$128K -6,115 -60%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$81K +$28.7K +1,372 +52%
LTFS
110
Ladenburg Thalmann Financial Services
Florida
$80K +$2.09K +100 +3%
CTC
111
Central Trust Company
Missouri
$76K -$65.1K -3,110 -45%
JIR
112
James Investment Research
Ohio
$68K -$8.77M -418,954 -99%
NFG
113
Next Financial Group
Texas
$58K -$11K -525 -15%
FHA
114
First Horizon Advisors
Tennessee
$55K +$46.2K +2,209 +362%
TJHA
115
Thomas J. Herzfeld Advisors
Florida
$47K +$4.56K +218 +10%
PWM
116
Perigon Wealth Management
California
$45K -$11.8K -563 -20%
Barclays
117
Barclays
United Kingdom
$44K -$14.7K -700 -24%
AssetMark Inc
118
AssetMark Inc
California
$38K +$6.8K +325 +21%
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.2K +$37.7K +1,800 New
CFA
120
Carroll Financial Associates
North Carolina
$32K
FANJ
121
Financial Architects (New Jersey)
New Jersey
$32K
PCP
122
Proficio Capital Partners
Massachusetts
$28K -$6.78K -324 -19%
CYG
123
Clean Yield Group
Vermont
$25K +$26K +1,240 New
SF
124
Synovus Financial
Georgia
$20K +$20.9K +1,000 New
LIA
125
LS Investment Advisors
Michigan
$15K

BT Hedge Fund Activity: Q1 2017 in Review

151 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in BT Group plc (ADR) (BT) for Q1 2017, worth a combined $385M — down 18% from $468M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of BT and 26 opened new positions — a net loss of 5 holders — while 56 trimmed existing stakes and 43 added.

The largest buyer was BlackRock, adding an estimated $39.7M. The largest seller was Renaissance Technologies, cutting an estimated $12M.

  • 151 institutional investors held BT Group plc (ADR) (BT) as of Q1 2017, down from 158 in Q4 2016.
  • Funds reported $385M of BT Group plc (ADR) stock for Q1 2017, down 18% quarter-over-quarter.
  • 26 funds opened new BT Group plc (ADR) positions in Q1 2017 and 31 closed out, a net change of -5 holders.
  • The largest BT Group plc (ADR) buyer in Q1 2017 was BlackRock, an estimated $39.7M added.
  • The largest BT Group plc (ADR) seller in Q1 2017 was Renaissance Technologies, an estimated $12M sold.

Based on aggregated 13F filings for Q1 2017.