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BT

BT Group plc (ADR)
BT

Delisted

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

164 hedge funds and large institutions have $547M invested in BT Group plc (ADR) in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 69 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 176164 (-12)

19% less capital invested

Capital invested by funds: $671M → $547M (-$124M)

31% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 35

35% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 69

Holders
164
Holders Change
-12
Holders Change %
-6.82%
% of All Funds
4.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
45
Reduced
69
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$111M +$3.76M +119,799 +3%
Morgan Stanley
2
Morgan Stanley
New York
$51M -$3.57M -113,774 -6%
Northern Trust
3
Northern Trust
Illinois
$28.9M +$1.51M +48,224 +5%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$27.3M +$10.2M +323,405 +49%
PPA
5
Parametric Portfolio Associates
Washington
$20.8M -$3.51M -111,648 -13%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$20.6M -$84.7K -2,698 -0.4%
Bank of America
7
Bank of America
North Carolina
$17.8M +$2.21M +70,282 +12%
Invesco
8
Invesco
Georgia
$17.8M +$3.5M +111,440 +21%
EGA
9
Eagle Global Advisors
Texas
$14M +$436K +13,885 +3%
JIR
10
James Investment Research
Ohio
$13.9M -$800K -25,495 -5%
AWCI
11
Alpine Woods Capital Investors
New York
$13.1M -$3.81M -121,500 -21%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$12.2M +$30.8K +982 +0.2%
Goldman Sachs
13
Goldman Sachs
New York
$11.4M -$4.4M -140,015 -26%
RG
14
Renaissance Group
Kentucky
$10.4M +$1.35K +43 +0%
AG
15
Aperio Group
California
$9.67M -$1.53M -48,869 -12%
Wells Fargo
16
Wells Fargo
California
$8.44M +$63.2K +2,012 +0.7%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$7.84M -$330K -10,500 -4%
MHI
18
Miller Howard Investments
New York
$7.45M +$8.4M +267,597 New
TWI
19
Thomas White International
Illinois
$7.23M -$708K -22,549 -8%
TIM
20
Thornburg Investment Management
New Mexico
$6.74M +$7.59M +241,855 New
Deutsche Bank
21
Deutsche Bank
Germany
$5.14M +$1.84M +58,711 +47%
Citigroup
22
Citigroup
New York
$5.13M -$159K -5,060 -3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$5.08M -$4.44M -141,373 -44%
CAM
24
Capstone Asset Management
Texas
$4.21M -$2.83M -90,102 -37%
RJA
25
Raymond James & Associates
Florida
$3.89M -$668K -21,278 -13%

BT Hedge Fund Activity: Q2 2016 in Review

164 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in BT Group plc (ADR) (BT) for Q2 2016, worth a combined $547M — down 19% from $671M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of BT and 24 opened new positions — a net loss of 11 holders — while 69 trimmed existing stakes and 45 added.

The largest buyer was Arrowstreet Capital, adding an estimated $10.2M. The largest seller was Neuberger Berman Group, exiting entirely with an estimated $21.2M sold.

  • 164 institutional investors held BT Group plc (ADR) (BT) as of Q2 2016, down from 176 in Q1 2016.
  • Funds reported $547M of BT Group plc (ADR) stock for Q2 2016, down 19% quarter-over-quarter.
  • 24 funds opened new BT Group plc (ADR) positions in Q2 2016 and 35 closed out, a net change of -11 holders.
  • The largest BT Group plc (ADR) buyer in Q2 2016 was Arrowstreet Capital, an estimated $10.2M added.
  • The largest BT Group plc (ADR) seller in Q2 2016 was Neuberger Berman Group, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2016.