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BT

BT Group plc (ADR)
BT

Delisted

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

148 hedge funds and large institutions have $613M invested in BT Group plc (ADR) in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

24% more capital invested

Capital invested by funds: $492M → $613M (+$121M)

11% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 44

4% more funds holding

Funds holding: 142148 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
4.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
49
Reduced
44
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$104M +$12.6M +392,000 +14%
TIM
2
Thornburg Investment Management
New Mexico
$57.4M +$56.2M +1,750,386 New
Morgan Stanley
3
Morgan Stanley
New York
$54.1M -$1.89M -58,674 -3%
Northern Trust
4
Northern Trust
Illinois
$38.8M +$27.7M +862,834 +269%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$32.2M -$1.32M -41,174 -4%
WHRC
6
W.H. Reaves & Co
New Jersey
$21.7M +$5.89M +183,350 +38%
PPA
7
Parametric Portfolio Associates
Washington
$20.2M +$252K +7,852 +1%
MAA
8
Managed Account Advisors
New Jersey
$19.5M +$5.31M +165,378 +39%
Bank of America
9
Bank of America
North Carolina
$16.6M +$2.49M +77,606 +18%
EGA
10
Eagle Global Advisors
Texas
$15.3M -$114K -3,542 -0.8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$14.5M -$1.97M -61,176 -12%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$14.3M -$230K -7,160 -2%
RG
13
Renaissance Group
Kentucky
$14M +$323K +10,066 +2%
JIR
14
James Investment Research
Ohio
$11M -$77.8K -2,422 -0.7%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$11M
Goldman Sachs
16
Goldman Sachs
New York
$11M +$1.76M +54,894 +20%
AG
17
Aperio Group
California
$8.75M +$415K +12,928 +5%
TAM
18
Trillium Asset Management
Massachusetts
$8.04M -$1.59M -49,514 -17%
CIM
19
Calvert Investment Management
Maryland
$6.69M -$4.93M -153,506 -43%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$4.96M -$923K -28,736 -16%
Wells Fargo
21
Wells Fargo
California
$4.94M -$89.2K -2,776 -2%
Deutsche Bank
22
Deutsche Bank
Germany
$4.15M +$2.09M +65,108 +106%
HNB
23
Huntington National Bank
Ohio
$4.11M +$386K +12,018 +11%
WGCA
24
Wolf Group Capital Advisors
Virginia
$4.09M -$46.6K -1,450 -1%
PI
25
Putnam Investments
Massachusetts
$4M -$1.67M -52,000 -30%

BT Hedge Fund Activity: Q2 2014 in Review

148 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in BT Group plc (ADR) (BT) for Q2 2014, worth a combined $613M — up 24% from $492M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BT positions and 15 closed out — a net gain of 6 holders — while 49 added to existing stakes and 44 trimmed.

The largest buyer was Thornburg Investment Management, opening a new position worth an estimated $56.2M. The largest seller was Calvert Investment Management, cutting an estimated $4.93M.

  • 148 institutional investors held BT Group plc (ADR) (BT) as of Q2 2014, up from 142 in Q1 2014.
  • Funds reported $613M of BT Group plc (ADR) stock for Q2 2014, up 24% quarter-over-quarter.
  • 21 funds opened new BT Group plc (ADR) positions in Q2 2014 and 15 closed out, a net change of +6 holders.
  • The largest BT Group plc (ADR) buyer in Q2 2014 was Thornburg Investment Management, an estimated $56.2M added.
  • The largest BT Group plc (ADR) seller in Q2 2014 was Calvert Investment Management, an estimated $4.93M sold.

Based on aggregated 13F filings for Q2 2014.