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BT

BT Group plc (ADR)
BT

Delisted

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

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169 hedge funds and large institutions have $587M invested in BT Group plc (ADR) in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

2% more funds holding

Funds holding: 165 → 169 (+4)

4% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 54

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $595M → $587M (-$7.4M)

Holders
169
Holders Change
+4
Holders Change %
+2.42%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
56
Reduced
54
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$15.4M
2
CS
Credit Suisse
Switzerland
+$7.44M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.81M
4
Two Sigma Investments
Two Sigma Investments
New York
+$3.41M
5
VKH
Virtu KCG Holdings
New York
+$2.84M

Top Sellers

Rank Fund Capital Flow
1
TIM
Thornburg Investment Management
New Mexico
-$35.3M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$14.6M
3
WHRC
W.H. Reaves & Co
New Jersey
-$10.6M
4
GC
Guggenheim Capital
Illinois
-$5.88M
5
MAA
Managed Account Advisors
New Jersey
-$3.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$123K +$5.81K +176 +5%
OA
127
OFI Advisors
Pennsylvania
$119K +$11K +334 +10%
ST
128
Smithfield Trust
Pennsylvania
$116K -$2.64K -80 -2%
CTC
129
Central Trust Company
Missouri
$108K -$792 -24 -0.7%
FCM
130
Forester Capital Management
Illinois
$91K – – –
AIG
131
American International Group
New York
$80K +$8.05K +244 +11%
HIM
132
Hillsdale Investment Management
Ontario, Canada
$78K – – –
BWP
133
Baldwin Wealth Partners
Massachusetts
$77K +$78.4K +2,376 New
BC
134
Bartlett & Co
Ohio
$70K – – –
Creative Planning
135
Creative Planning
Kansas
$69K -$17.2K -522 -20%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$48K +$20.2K +612 +72%
ZB
137
Zions Bancorporation
Utah
$48K +$48.9K +1,482 New
LTFS
138
Ladenburg Thalmann Financial Services
Florida
$40K +$23K +698 +130%
AAM
139
Advisors Asset Management
Colorado
$39K +$1.19K +36 +3%
WRM
140
Westport Resources Management
Connecticut
$33K – – –
JIC
141
Joel Isaacson & Co
New York
$29K +$29.7K +900 New
DVM
142
Dreman Value Management
Florida
$28K – – –
EWM
143
Evercore Wealth Management
New York
$26K +$26.1K +790 New
LIA
144
LS Investment Advisors
Michigan
$25K – – –
CYG
145
Clean Yield Group
Vermont
$25K +$25.1K +760 New
MFS
146
MSI Financial Services
Massachusetts
$22K -$7.33K -222 -25%
M
147
MOTCO
Texas
$20K – – –
DBT
148
Dubuque Bank & Trust
Iowa
$19K – – –
Schroder Investment Management Group
149
Schroder Investment Management Group
United Kingdom
$19K – – –
P
150
Palladiem
Pennsylvania
$17K – – –
4 5
6
7 8

BT Hedge Fund Activity: Q1 2015 in Review

169 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in BT Group plc (ADR) (BT) for Q1 2015, worth a combined $587M — down 1.2% from $595M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BT positions and 17 closed out — a net gain of 5 holders — while 56 added to existing stakes and 54 trimmed.

The largest buyer was Invesco, adding an estimated $15.4M. The largest seller was Thornburg Investment Management, cutting an estimated $35.3M.

  • 169 institutional investors held BT Group plc (ADR) (BT) as of Q1 2015, up from 165 in Q4 2014.
  • Funds reported $587M of BT Group plc (ADR) stock for Q1 2015, down 1.2% quarter-over-quarter.
  • 22 funds opened new BT Group plc (ADR) positions in Q1 2015 and 17 closed out, a net change of +5 holders.
  • The largest BT Group plc (ADR) buyer in Q1 2015 was Invesco, an estimated $15.4M added.
  • The largest BT Group plc (ADR) seller in Q1 2015 was Thornburg Investment Management, an estimated $35.3M sold.

Based on aggregated 13F filings for Q1 2015.