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BT

BT Group plc (ADR)
BT

Delisted

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

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159 hedge funds and large institutions have $298M invested in BT Group plc (ADR) in 2018 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 61 increasing their positions, 33 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 33

28% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 29

5% more funds holding

Funds holding: 152 → 159 (+7)

9% less capital invested

Capital invested by funds: $328M → $298M (-$30.1M)

Holders
159
Holders Change
+7
Holders Change %
+4.61%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
61
Reduced
33
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MIS
Morningstar Investment Services
Illinois
+$22.1M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$8.38M
3
Invesco
Invesco
Georgia
+$8.3M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$7.37M
5
FCH
Freestone Capital Holdings
Washington
+$6.47M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$19.6M
2
BlackRock
BlackRock
New York
-$17.9M
3
MWNA
Marshall Wace North America
New York
-$13.9M
4
Jane Street
Jane Street
New York
-$11.5M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$11.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
126
IHT Wealth Management
Illinois
$12K +$13.1K +760 New
AssetMark Inc
127
AssetMark Inc
California
$10K -$3.57K -208 -25%
WAM
128
Wealthspire Advisors (Maryland)
Maryland
$10K -$1.72K -100 -14%
CIBC Private Wealth Group
129
CIBC Private Wealth Group
Georgia
$10K – – –
BWL
130
Bogart Wealth LLC
Virginia
$10K +$10.5K +609 New
SWP
131
Stratos Wealth Partners
Ohio
$9K -$2.82K -164 -23%
SWM
132
SeaCrest Wealth Management
New York
$9K +$8.24K +480 +706%
JP Morgan Chase
133
JP Morgan Chase
New York
$8K -$886K -51,579 -99%
QCG
134
Quadrant Capital Group
Ohio
$8K -$5.99K -349 -34%
TCOV
135
Trust Company of Vermont
Vermont
$8K – – –
BFC
136
Bedel Financial Consulting
Indiana
$8K +$8.59K +500 New
WTB
137
Washington Trust Bank
Washington
$8K +$8.59K +500 New
RCAG
138
Rehmann Capital Advisory Group
Michigan
$8K +$8.84K +515 New
DBT
139
Dubuque Bank & Trust
Iowa
$5K – – –
FCAG
140
First Capital Advisors Group
New Jersey
$5K +$5.39K +314 New
CIP
141
Convergence Investment Partners
Florida
$4K +$4.64K +270 New
EA
142
Edge Advisors
Georgia
$4K +$4.98K +290 New
Deutsche Bank
143
Deutsche Bank
Germany
$3K -$353K -20,575 -99%
PA
144
Parallel Advisors
California
$3K -$567 -33 -15%
BCP
145
Blackhawk Capital Partners
Wisconsin
$3K – – –
VFA
146
Valeo Financial Advisors
Indiana
$3K – – –
ECM
147
Exchange Capital Management
Michigan
$3K +$3.5K +204 New
CFD
148
Creative Financial Designs
Indiana
$2K – – –
IA
149
IFP Advisors
Florida
$2K – – –
MWM
150
MinichMacGregor Wealth Management
New York
$2K – – –
4 5
6
7 8

BT Hedge Fund Activity: Q1 2018 in Review

159 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in BT Group plc (ADR) (BT) for Q1 2018, worth a combined $298M — down 9.2% from $328M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BT positions and 29 closed out — a net gain of 8 holders — while 61 added to existing stakes and 33 trimmed.

The largest buyer was Morningstar Investment Services, opening a new position worth an estimated $22.1M. The largest seller was Renaissance Technologies, cutting an estimated $19.6M.

  • 159 institutional investors held BT Group plc (ADR) (BT) as of Q1 2018, up from 152 in Q4 2017.
  • Funds reported $298M of BT Group plc (ADR) stock for Q1 2018, down 9.2% quarter-over-quarter.
  • 37 funds opened new BT Group plc (ADR) positions in Q1 2018 and 29 closed out, a net change of +8 holders.
  • The largest BT Group plc (ADR) buyer in Q1 2018 was Morningstar Investment Services, an estimated $22.1M added.
  • The largest BT Group plc (ADR) seller in Q1 2018 was Renaissance Technologies, an estimated $19.6M sold.

Based on aggregated 13F filings for Q1 2018.