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BT

BT Group plc (ADR)
BT

Delisted

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

142 hedge funds and large institutions have $492M invested in BT Group plc (ADR) in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

10% more capital invested

Capital invested by funds: $446M → $492M (+$45.9M)

8% more funds holding

Funds holding: 132142 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
142
Holders Change
+10
Holders Change %
+7.58%
% of All Funds
4.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
48
Reduced
42
Closed
12
Calls
$78.5M
Puts
Net Calls
+$78.5M
Net Calls Change
+$78.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$88.2M +$9.12M +281,200 +11%
Morgan Stanley
2
Morgan Stanley
New York
$54.5M +$5.13M +158,246 +10%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$32.6M -$3.61M -111,318 -10%
PPA
4
Parametric Portfolio Associates
Washington
$19.4M +$319K +9,850 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16M +$1.89M +58,280 +13%
WHRC
6
W.H. Reaves & Co
New Jersey
$15.2M +$6.35M +195,964 +70%
EGA
7
Eagle Global Advisors
Texas
$15M -$1.69M -52,188 -10%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$14.1M -$247K -7,634 -2%
MAA
9
Managed Account Advisors
New Jersey
$13.7M -$421K -12,978 -3%
Bank of America
10
Bank of America
North Carolina
$13.7M +$665K +20,500 +5%
RG
11
Renaissance Group
Kentucky
$13.3M -$3.06M -94,320 -18%
CIM
12
Calvert Investment Management
Maryland
$11.4M +$1.59M +49,190 +16%
JIR
13
James Investment Research
Ohio
$10.8M +$1.07M +33,038 +11%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$10.7M +$10.9M +335,000 New
Northern Trust
15
Northern Trust
Illinois
$10.2M +$210K +6,484 +2%
TAM
16
Trillium Asset Management
Massachusetts
$9.41M +$128K +3,962 +1%
Goldman Sachs
17
Goldman Sachs
New York
$8.94M +$1.17M +36,106 +15%
AG
18
Aperio Group
California
$8.1M +$8.23M +253,854 New
CS
19
Credit Suisse
Switzerland
$5.86M +$5.95M +183,564 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$5.75M -$149K -4,610 -2%
PI
21
Putnam Investments
Massachusetts
$5.55M +$720K +22,200 +15%
Wells Fargo
22
Wells Fargo
California
$4.89M -$1.59M -48,952 -24%
GC
23
Guggenheim Capital
Illinois
$4.31M +$1.08M +33,234 +33%
WGCA
24
Wolf Group Capital Advisors
Virginia
$4.02M -$63.2K -1,950 -2%
PP
25
Palladium Partners
Virginia
$3.95M -$290K -8,950 -7%

BT Hedge Fund Activity: Q1 2014 in Review

142 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in BT Group plc (ADR) (BT) for Q1 2014, worth a combined $492M — up 10% from $446M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BT positions and 12 closed out — a net gain of 11 holders — while 48 added to existing stakes and 42 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $10.9M. The largest seller was Ameriprise, cutting an estimated $7.18M.

  • 142 institutional investors held BT Group plc (ADR) (BT) as of Q1 2014, up from 132 in Q4 2013.
  • Funds reported $492M of BT Group plc (ADR) stock for Q1 2014, up 10% quarter-over-quarter.
  • 23 funds opened new BT Group plc (ADR) positions in Q1 2014 and 12 closed out, a net change of +11 holders.
  • The largest BT Group plc (ADR) buyer in Q1 2014 was Fidelity Investments, an estimated $10.9M added.
  • The largest BT Group plc (ADR) seller in Q1 2014 was Ameriprise, an estimated $7.18M sold.

Based on aggregated 13F filings for Q1 2014.