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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
TL
151
TrueWealth LLC
Georgia
$2K – – –
MYIA
152
Mount Yale Investment Advisors
Colorado
$2K +$2.27K +132 New
Lazard Asset Management
153
Lazard Asset Management
New York
$2K +$2.32K +135 New
MF
154
MHI Funds
New York
$2K +$2.46K +143 New
FGC
155
Financial Gravity Companies
Texas
$1K +$343 +20 +39%
FGAM
156
Financial Gravity Asset Management
Texas
$1K +$1.22K +71 New
GAM
157
Gemmer Asset Management
California
$1K +$1.43K +83 New
MWNA
158
Marshall Wace North America
New York
– -$13.9M -763,814 Closed
LMGAM
159
Liberty Mutual Group Asset Management
Massachusetts
– -$1.5M -82,461 Closed
D.E. Shaw & Co
160
D.E. Shaw & Co
New York
– -$691K -37,928 Closed
Mackenzie Financial
161
Mackenzie Financial
Ontario, Canada
– -$375K -20,591 Closed
SEI Investments
162
SEI Investments
Pennsylvania
– -$343K -18,865 Closed
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
– -$326K -17,871 Closed
VF
164
Virtu Financial
New York
– -$317K -17,374 Closed
MHS
165
M Holdings Securities
Oregon
– -$300K -16,450 Closed
RIM
166
Redwood Investment Management
Arizona
– -$274K -15,062 Closed
DTL
167
Dynamic Technology Lab
Singapore
– -$244K -13,387 Closed
HT
168
HighTower Trust
Texas
– -$215K -11,780 Closed
FAAS
169
First Allied Advisory Services
California
– -$204K -11,148 Closed
DS
170
DRW Securities
Illinois
– -$203K -11,129 Closed
BP
171
Ballentine Partners
Massachusetts
– -$197K -10,836 Closed
WA
172
WealthTrust Axiom
Pennsylvania
– -$189K -10,396 Closed
CA
173
Calton & Associates
Florida
– -$51K -2,769 Closed
MA
174
MUFG Americas
New York
– -$36K -2,000 Closed
GT
175
Greenleaf Trust
Michigan
– -$29K -1,614 Closed
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.