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BT

BT Group plc (ADR)
BT

Delisted

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

167 hedge funds and large institutions have $612M invested in BT Group plc (ADR) in 2015 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 48

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

1% more funds holding

Funds holding: 166167 (+1)

5% less capital invested

Capital invested by funds: $646M → $612M (-$34.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
167
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
4.66%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
61
Reduced
48
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$120M +$8.64M +250,578 +7%
Morgan Stanley
2
Morgan Stanley
New York
$62.8M -$43.2K -1,254 -0.1%
Northern Trust
3
Northern Trust
Illinois
$29.9M +$833K +24,156 +3%
PPA
4
Parametric Portfolio Associates
Washington
$24.9M +$1.03M +29,842 +4%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$23.9M +$16.3M +471,644 +170%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$21.4M +$23.1M +671,298 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$19.4M +$1.87M +54,138 +10%
Bank of America
8
Bank of America
North Carolina
$19.2M +$9.59M +278,050 +86%
Invesco
9
Invesco
Georgia
$17.8M -$1.69M -49,008 -8%
Goldman Sachs
10
Goldman Sachs
New York
$16.9M +$2.32M +67,160 +15%
EGA
11
Eagle Global Advisors
Texas
$15.9M -$62.6K -1,814 -0.4%
JIR
12
James Investment Research
Ohio
$15.4M +$345 +10 +0%
AWCI
13
Alpine Woods Capital Investors
New York
$14.4M -$428K -12,400 -3%
RG
14
Renaissance Group
Kentucky
$14M +$307K +8,904 +2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$13.9M +$41.4K +1,200 +0.3%
AG
16
Aperio Group
California
$12.2M +$1.05M +30,358 +9%
TWI
17
Thomas White International
Illinois
$10.2M +$510K +14,778 +5%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$7.96M -$600K -17,400 -7%
CAM
19
Capstone Asset Management
Texas
$7.61M +$385K +11,152 +5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$7.31M +$419K +12,144 +6%
TAM
21
Trillium Asset Management
Massachusetts
$6.21M -$335K -9,728 -5%
Wells Fargo
22
Wells Fargo
California
$5.06M +$72.3K +2,098 +1%
CIM
23
Calvert Investment Management
Maryland
$5.01M -$6.95M -201,478 -56%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$4.79M -$37.2K -1,078 -0.7%
UCFA
25
United Capital Financial Advisors
Texas
$4.63M +$527K +15,288 +12%

BT Hedge Fund Activity: Q3 2015 in Review

167 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in BT Group plc (ADR) (BT) for Q3 2015, worth a combined $612M — down 5.3% from $646M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BT positions and 19 closed out — a net gain of 3 holders — while 61 added to existing stakes and 48 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $23.1M. The largest seller was Calvert Investment Management, cutting an estimated $6.95M.

  • 167 institutional investors held BT Group plc (ADR) (BT) as of Q3 2015, up from 166 in Q2 2015.
  • Funds reported $612M of BT Group plc (ADR) stock for Q3 2015, down 5.3% quarter-over-quarter.
  • 22 funds opened new BT Group plc (ADR) positions in Q3 2015 and 19 closed out, a net change of +3 holders.
  • The largest BT Group plc (ADR) buyer in Q3 2015 was Neuberger Berman Group, an estimated $23.1M added.
  • The largest BT Group plc (ADR) seller in Q3 2015 was Calvert Investment Management, an estimated $6.95M sold.

Based on aggregated 13F filings for Q3 2015.