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BT

BT Group plc (ADR)
BT

Delisted

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

176 hedge funds and large institutions have $671M invested in BT Group plc (ADR) in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

33% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 51

7% more funds holding

Funds holding: 165176 (+11)

3% more capital invested

Capital invested by funds: $653M → $671M (+$17.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
176
Holders Change
+11
Holders Change %
+6.67%
% of All Funds
4.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
68
Reduced
51
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$124M +$5.53M +165,101 +4%
Morgan Stanley
2
Morgan Stanley
New York
$62.3M -$1.91M -57,190 -3%
Northern Trust
3
Northern Trust
Illinois
$40.6M +$3.59M +107,079 +12%
PPA
4
Parametric Portfolio Associates
Washington
$27.6M +$691K +20,627 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.8M +$4.08M +121,861 +20%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$21.2M -$334K -9,966 -1%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$21M +$22M +655,745 New
AWCI
8
Alpine Woods Capital Investors
New York
$19M -$928K -27,700 -4%
Bank of America
9
Bank of America
North Carolina
$18.2M -$2.05M -61,082 -10%
Goldman Sachs
10
Goldman Sachs
New York
$17.6M +$783K +23,383 +4%
Invesco
11
Invesco
Georgia
$16.9M +$424K +12,674 +2%
JIR
12
James Investment Research
Ohio
$16.9M +$1.01M +30,204 +6%
EGA
13
Eagle Global Advisors
Texas
$15.7M -$325K -9,706 -2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$14M +$48.4K +1,446 +0.3%
AG
15
Aperio Group
California
$12.7M -$284K -8,489 -2%
RG
16
Renaissance Group
Kentucky
$12M -$2M -59,656 -14%
Millennium Management
17
Millennium Management
New York
$10.4M +$10M +299,707 +1,198%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$10.4M +$2.67M +79,870 +33%
Wells Fargo
19
Wells Fargo
California
$9.66M +$4.37M +130,595 +77%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$9.37M +$1.42M +42,500 +17%
TWI
21
Thomas White International
Illinois
$9.05M +$211K +6,288 +2%
CAM
22
Capstone Asset Management
Texas
$7.74M +$238K +7,100 +3%
Citigroup
23
Citigroup
New York
$6.07M +$335K +10,000 +6%
GCC
24
Guardian Capital (Canada)
Ontario, Canada
$5.72M +$5.97M +178,298 New
TAM
25
Trillium Asset Management
Massachusetts
$5.67M -$451K -13,472 -7%

BT Hedge Fund Activity: Q1 2016 in Review

176 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in BT Group plc (ADR) (BT) for Q1 2016, worth a combined $671M — up 2.7% from $653M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BT positions and 18 closed out — a net gain of 12 holders — while 68 added to existing stakes and 51 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $22M. The largest seller was Calvert Investment Management, cutting an estimated $14.5M.

  • 176 institutional investors held BT Group plc (ADR) (BT) as of Q1 2016, up from 165 in Q4 2015.
  • Funds reported $671M of BT Group plc (ADR) stock for Q1 2016, up 2.7% quarter-over-quarter.
  • 30 funds opened new BT Group plc (ADR) positions in Q1 2016 and 18 closed out, a net change of +12 holders.
  • The largest BT Group plc (ADR) buyer in Q1 2016 was Arrowstreet Capital, an estimated $22M added.
  • The largest BT Group plc (ADR) seller in Q1 2016 was Calvert Investment Management, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2016.