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BT

BT Group plc (ADR)
BT

Delisted

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

166 hedge funds and large institutions have $646M invested in BT Group plc (ADR) in 2015 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 44

10% more capital invested

Capital invested by funds: $587M → $646M (+$59.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

2% less funds holding

Funds holding: 169166 (-3)

Holders
166
Holders Change
-3
Holders Change %
-1.78%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
62
Reduced
44
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$124M +$3.15M +90,200 +3%
Morgan Stanley
2
Morgan Stanley
New York
$69.9M +$6.41M +183,480 +10%
Northern Trust
3
Northern Trust
Illinois
$32.4M +$1.13M +32,220 +4%
PPA
4
Parametric Portfolio Associates
Washington
$26.6M +$1.58M +45,334 +6%
Invesco
5
Invesco
Georgia
$21.5M +$3.72M +106,522 +21%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$19.6M +$247K +7,084 +1%
EGA
7
Eagle Global Advisors
Texas
$17.8M +$1.09M +31,200 +7%
JIR
8
James Investment Research
Ohio
$17.1M +$2.14M +61,152 +14%
AWCI
9
Alpine Woods Capital Investors
New York
$16.4M +$16.2M +463,600 New
Goldman Sachs
10
Goldman Sachs
New York
$16.4M +$726K +20,774 +5%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$15.4M -$4.47K -128 -0%
RG
12
Renaissance Group
Kentucky
$15.3M +$270K +7,728 +2%
CIM
13
Calvert Investment Management
Maryland
$12.7M +$7.96M +227,918 +174%
AG
14
Aperio Group
California
$12.5M +$904K +25,886 +8%
MAA
15
Managed Account Advisors
New Jersey
$11.6M -$3.15M -90,106 -22%
Bank of America
16
Bank of America
North Carolina
$11.5M +$540K +15,450 +5%
TWI
17
Thomas White International
Illinois
$10.8M +$510K +14,594 +5%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$9.82M +$9.68M +277,198 New
Fidelity Investments
19
Fidelity Investments
Massachusetts
$9.46M
CAM
20
Capstone Asset Management
Texas
$8.06M +$286K +8,200 +4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$7.7M +$511K +14,624 +7%
TAM
22
Trillium Asset Management
Massachusetts
$7.25M -$2.26M -64,650 -24%
Comerica Bank
23
Comerica Bank
Texas
$6.83M +$3.57M +102,104 +113%
Two Sigma Investments
24
Two Sigma Investments
New York
$6.46M -$1.03M -29,440 -14%
Wells Fargo
25
Wells Fargo
California
$5.55M +$236K +6,762 +5%

BT Hedge Fund Activity: Q2 2015 in Review

166 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in BT Group plc (ADR) (BT) for Q2 2015, worth a combined $646M — up 10% from $587M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of BT and 25 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 62 added.

The largest buyer was Alpine Woods Capital Investors, opening a new position worth an estimated $16.2M. The largest seller was Thornburg Investment Management, exiting entirely with an estimated $26.7M sold.

  • 166 institutional investors held BT Group plc (ADR) (BT) as of Q2 2015, down from 169 in Q1 2015.
  • Funds reported $646M of BT Group plc (ADR) stock for Q2 2015, up 10% quarter-over-quarter.
  • 25 funds opened new BT Group plc (ADR) positions in Q2 2015 and 26 closed out, a net change of -1 holder.
  • The largest BT Group plc (ADR) buyer in Q2 2015 was Alpine Woods Capital Investors, an estimated $16.2M added.
  • The largest BT Group plc (ADR) seller in Q2 2015 was Thornburg Investment Management, an estimated $26.7M sold.

Based on aggregated 13F filings for Q2 2015.