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BT

BT Group plc (ADR)
BT

Delisted

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

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135 hedge funds and large institutions have $222M invested in BT Group plc (ADR) in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 51 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% less funds holding

Funds holding: 159 → 135 (-24)

24% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 51

25% less capital invested

Capital invested by funds: $298M → $222M (-$75.3M)

62% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 37

Holders
135
Holders Change
-24
Holders Change %
-15.09%
% of All Funds
3.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
39
Reduced
51
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$7.63M
2
Jane Street
Jane Street
New York
+$4M
3
MWNA
Marshall Wace North America
New York
+$3.37M
4
CM
Crestline Management
Texas
+$2.29M
5
AG
Aperio Group
California
+$2.2M

Top Sellers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
-$19.7M
2
Bank of America
Bank of America
North Carolina
-$9.26M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$6.93M
4
Millennium Management
Millennium Management
New York
-$4.77M
5
Wells Fargo
Wells Fargo
California
-$3.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
101
Proficio Capital Partners
Massachusetts
$28K -$4.68K -308 -14%
ASN
102
Advisory Services Network
Georgia
$23K – – –
CFA
103
Carroll Financial Associates
North Carolina
$23K – – –
FANJ
104
Financial Architects (New Jersey)
New Jersey
$23K +$24.3K +1,600 New
WTB
105
Washington Trust Bank
Washington
$22K +$15.2K +1,000 +200%
Parallax Volatility Advisers
106
Parallax Volatility Advisers
California
$19K +$20.1K +1,320 New
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$17K -$1.79K -118 -9%
QCG
108
Quadrant Capital Group
Ohio
$15K +$11.5K +755 +110%
AC
109
Avestar Capital
New York
$13K -$30 -2 -0.2%
LIA
110
LS Investment Advisors
Michigan
$11K – – –
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$9K – – –
BWL
112
Bogart Wealth LLC
Virginia
$8K – – –
SWM
113
SeaCrest Wealth Management
New York
$8K – – –
BFC
114
Bedel Financial Consulting
Indiana
$7K – – –
JP Morgan Chase
115
JP Morgan Chase
New York
$6K -$1.29K -85 -17%
PA
116
Parallel Advisors
California
$6K +$4.27K +281 +148%
MF
117
MHI Funds
New York
$5K +$2.92K +192 +134%
AAP
118
Arax Advisory Partners
Colorado
$5K +$5.58K +367 New
SWMG
119
Signature Wealth Management Group
Georgia
$4K -$31.2K -2,049 -88%
AssetMark Inc
120
AssetMark Inc
California
$4K -$5.45K -358 -56%
DBT
121
Dubuque Bank & Trust
Iowa
$4K – – –
BCP
122
Blackhawk Capital Partners
Wisconsin
$3K – – –
WAM
123
Wealthspire Advisors (Maryland)
Maryland
$2K -$7.88K -518 -82%
TCOV
124
Trust Company of Vermont
Vermont
$2K -$6.08K -400 -77%
TL
125
TrueWealth LLC
Georgia
$2K – – –
3 4
5
6 7

BT Hedge Fund Activity: Q2 2018 in Review

135 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in BT Group plc (ADR) (BT) for Q2 2018, worth a combined $222M — down 25% from $298M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of BT and 14 opened new positions — a net loss of 23 holders — while 51 trimmed existing stakes and 39 added.

The largest buyer was Invesco, adding an estimated $7.63M. The largest seller was Federated Hermes, exiting entirely with an estimated $19.7M sold.

  • 135 institutional investors held BT Group plc (ADR) (BT) as of Q2 2018, down from 159 in Q1 2018.
  • Funds reported $222M of BT Group plc (ADR) stock for Q2 2018, down 25% quarter-over-quarter.
  • 14 funds opened new BT Group plc (ADR) positions in Q2 2018 and 37 closed out, a net change of -23 holders.
  • The largest BT Group plc (ADR) buyer in Q2 2018 was Invesco, an estimated $7.63M added.
  • The largest BT Group plc (ADR) seller in Q2 2018 was Federated Hermes, an estimated $19.7M sold.

Based on aggregated 13F filings for Q2 2018.