BT Group plc (ADR)
BT
BT was delisted on the 13th of September, 2019.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$22.1M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$8.38M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$8.3M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$7.37M |
| 5 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
+$6.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$19.6M |
| 2 |
BlackRock
New York
|
-$17.9M |
| 3 |
MWNA
Marshall Wace North America
New York
|
-$13.9M |
| 4 |
Jane Street
New York
|
-$11.5M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$11.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FANJ
176
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$29K | -1,600 | Closed |
|
|
TJHA
177
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$29K | -1,599 | Closed |
|
|
AAP
178
Arax Advisory Partners
Denver,
Colorado
| – | -$23K | -1,270 | Closed |
|
|
OFW
179
Omnia Family Wealth
Aventura,
Florida
| – | -$14K | -770 | Closed |
|
|
STA
180
Summit Trail Advisors
New York
| – | -$12K | -647 | Closed |
|
|
AFNAS
181
American Financial Network Advisory Services
Calabasas,
California
| – | -$7K | -362 | Closed |
|
|
WA
182
Winfield Associates
Cleveland,
Ohio
| – | -$6K | -290 | Closed |
|
|
LFA
183
Legacy Financial Advisors
Covington,
Kentucky
| – | -$3K | -173 | Closed |
|
|
RPC
184
Rossmore Private Capital
Glastonbury,
Connecticut
| – | -$1K | -55 | Closed |
|
|
CHP
185
Cable Hill Partners
Portland,
Oregon
| – | -$1K | -45 | Closed |
|
186
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -34 | Closed |
|
187
Capital Research Global Investors
Los Angeles,
California
| – | +$69 | +4 | +40% |
|
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.