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BT

BT Group plc (ADR)
BT

Delisted

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

165 hedge funds and large institutions have $653M invested in BT Group plc (ADR) in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 45 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 45

7% more capital invested

Capital invested by funds: $612M → $653M (+$41.4M)

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

1% less funds holding

Funds holding: 167165 (-2)

Holders
165
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
4.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
63
Reduced
45
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$128M -$1.52M -43,278 -1%
Morgan Stanley
2
Morgan Stanley
New York
$69.2M +$1.08M +30,916 +2%
Northern Trust
3
Northern Trust
Illinois
$30.5M -$1.95M -55,649 -6%
PPA
4
Parametric Portfolio Associates
Washington
$29.1M +$2.08M +59,249 +8%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$23.2M -$16.7K -477 -0.1%
Bank of America
6
Bank of America
North Carolina
$21.8M +$945K +26,940 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$21.5M +$418K +11,914 +2%
AWCI
8
Alpine Woods Capital Investors
New York
$21.4M +$5.9M +168,300 +37%
Goldman Sachs
9
Goldman Sachs
New York
$18.2M -$121K -3,454 -0.7%
Invesco
10
Invesco
Georgia
$17.8M -$1.57M -44,808 -8%
EGA
11
Eagle Global Advisors
Texas
$17.2M -$59.3K -1,689 -0.3%
JIR
12
James Investment Research
Ohio
$17.2M +$434K +12,365 +3%
CIM
13
Calvert Investment Management
Maryland
$15.5M +$10.2M +291,266 +185%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$15.1M
RG
15
Renaissance Group
Kentucky
$15M -$247K -7,028 -2%
AG
16
Aperio Group
California
$14M +$742K +21,156 +6%
TWI
17
Thomas White International
Illinois
$9.54M -$1.58M -45,081 -14%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$8.64M
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$8.44M +$507K +14,444 +6%
Jane Street
20
Jane Street
New York
$8.27M +$8.38M +238,947 New
CAM
21
Capstone Asset Management
Texas
$8.1M -$158K -4,515 -2%
TAM
22
Trillium Asset Management
Massachusetts
$6.58M -$160K -4,569 -2%
Citigroup
23
Citigroup
New York
$6.2M +$1.19M +34,051 +23%
Wells Fargo
24
Wells Fargo
California
$5.9M +$407K +11,614 +7%
UCFA
25
United Capital Financial Advisors
Texas
$5.52M +$497K +14,174 +10%

BT Hedge Fund Activity: Q4 2015 in Review

165 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in BT Group plc (ADR) (BT) for Q4 2015, worth a combined $653M — up 6.8% from $612M a quarter earlier.

Fund positioning in BT was balanced in Q4 2015: 25 funds opened new positions, 25 closed out, 63 added to existing stakes and 45 trimmed.

The largest buyer was Calvert Investment Management, adding an estimated $10.2M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $23.9M sold.

  • 165 institutional investors held BT Group plc (ADR) (BT) as of Q4 2015, down from 167 in Q3 2015.
  • Funds reported $653M of BT Group plc (ADR) stock for Q4 2015, up 6.8% quarter-over-quarter.
  • 25 funds opened new BT Group plc (ADR) positions in Q4 2015 and 25 closed out, a net change of 0 holders.
  • The largest BT Group plc (ADR) buyer in Q4 2015 was Calvert Investment Management, an estimated $10.2M added.
  • The largest BT Group plc (ADR) seller in Q4 2015 was Arrowstreet Capital, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2015.