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BT

BT Group plc (ADR)
BT

Delisted

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

149 hedge funds and large institutions have $591M invested in BT Group plc (ADR) in 2014 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 46

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% more funds holding

Funds holding: 148149 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $613M → $591M (-$21.4M)

Holders
149
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
53
Reduced
46
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$58K +$9.51K +296 +18%
Creative Planning
127
Creative Planning
Kansas
$50K -$6.88K -214 -12%
DVM
128
Dreman Value Management
Florida
$34K +$35.1K +1,092 New
AAM
129
Advisors Asset Management
Colorado
$31K
WRM
130
Westport Resources Management
Connecticut
$31K
MFS
131
MSI Financial Services
Massachusetts
$24K +$3.6K +112 +17%
Schroder Investment Management Group
132
Schroder Investment Management Group
United Kingdom
$23.5K
LIA
133
LS Investment Advisors
Michigan
$23K
DBT
134
Dubuque Bank & Trust
Iowa
$18K
M
135
MOTCO
Texas
$18K
TCOV
136
Trust Company of Vermont
Vermont
$16K
WEC
137
Winslow Evans & Crocker
Massachusetts
$12.3K
LTFS
138
Ladenburg Thalmann Financial Services
Florida
$11K -$1.09K -34 -9%
TF
139
Tompkins Financial
New York
$6K
FHA
140
First Horizon Advisors
Tennessee
$6K +$2.7K +84 +70%
FNBT
141
FineMark National Bank & Trust
Florida
$4K
KT
142
Kanaly Trust
Texas
$4K
CFG
143
CKW Financial Group
Hawaii
$3K -$2.76K -86 -46%
LWA
144
Lenox Wealth Advisors
New York
$3K +$2.7K +84 New
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.7K +84 New
Macquarie Group
146
Macquarie Group
Australia
$3K +$3.08K +96 New
Bessemer Group
147
Bessemer Group
New Jersey
$2K
BRWM
148
B. Riley Wealth Management
Tennessee
$2K
HMS
149
Hanseatic Management Services
New Mexico
$2K +$1.61K +50 New
BWP
150
Baldwin Wealth Partners
Massachusetts
-$1.87M -57,006 Closed

BT Hedge Fund Activity: Q3 2014 in Review

149 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in BT Group plc (ADR) (BT) for Q3 2014, worth a combined $591M — down 3.5% from $613M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BT positions and 17 closed out — a net gain of 1 holder — while 53 added to existing stakes and 46 trimmed.

The largest buyer was Thornburg Investment Management, adding an estimated $23.9M. The largest seller was Northern Trust, cutting an estimated $11.1M.

  • 149 institutional investors held BT Group plc (ADR) (BT) as of Q3 2014, up from 148 in Q2 2014.
  • Funds reported $591M of BT Group plc (ADR) stock for Q3 2014, down 3.5% quarter-over-quarter.
  • 18 funds opened new BT Group plc (ADR) positions in Q3 2014 and 17 closed out, a net change of +1 holder.
  • The largest BT Group plc (ADR) buyer in Q3 2014 was Thornburg Investment Management, an estimated $23.9M added.
  • The largest BT Group plc (ADR) seller in Q3 2014 was Northern Trust, an estimated $11.1M sold.

Based on aggregated 13F filings for Q3 2014.