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BT

BT Group plc (ADR)
BT

Delisted

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

158 hedge funds and large institutions have $468M invested in BT Group plc (ADR) in 2016 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 44 increasing their positions, 48 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 30

7% more funds holding

Funds holding: 147158 (+11)

2% more capital invested

Capital invested by funds: $460M → $468M (+$7.29M)

8% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 48

Holders
158
Holders Change
+11
Holders Change %
+7.48%
% of All Funds
3.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
44
Reduced
48
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$85.6M -$6.54M -282,900 -7%
BIM
2
BlackRock Investment Management
Delaware
$39.5M +$39.6M +1,714,640 New
Bank of America
3
Bank of America
North Carolina
$36.5M +$22.7M +981,164 +162%
Northern Trust
4
Northern Trust
Illinois
$36.2M +$13.1M +566,422 +56%
PPA
5
Parametric Portfolio Associates
Washington
$23.9M +$6.6M +285,855 +38%
Invesco
6
Invesco
Georgia
$23.6M +$4.06M +175,685 +21%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$15.5M -$365K -15,792 -2%
Goldman Sachs
8
Goldman Sachs
New York
$12.3M +$294K +12,736 +2%
MHI
9
Miller Howard Investments
New York
$12.2M +$153K +6,623 +1%
AWCI
10
Alpine Woods Capital Investors
New York
$10.8M
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$10.1M -$5.78K -250 -0.1%
JIR
12
James Investment Research
Ohio
$9.73M -$729K -31,574 -7%
AG
13
Aperio Group
California
$9.47M +$2.09M +90,643 +28%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$9.21M +$1.27M +54,830 +16%
Wells Fargo
15
Wells Fargo
California
$8.53M +$7.88M +340,854 +1,160%
Morgan Stanley
16
Morgan Stanley
New York
$8.29M -$30.7M -1,329,561 -79%
EGA
17
Eagle Global Advisors
Texas
$8.05M -$1.51M -65,529 -16%
RJA
18
Raymond James & Associates
Florida
$5.97M +$1.96M +84,742 +49%
JP Morgan Chase
19
JP Morgan Chase
New York
$5.14M -$2.76M -119,524 -35%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$4.63M +$4.64M +201,000 New
Citadel Advisors
21
Citadel Advisors
Florida
$4.58M +$4.12M +178,280 +862%
UBS Group
22
UBS Group
Switzerland
$4.34M +$2.4M +104,054 +124%
CAM
23
Capstone Asset Management
Texas
$3.54M +$21.5K +930 +0.6%
Two Sigma Investments
24
Two Sigma Investments
New York
$3.37M +$814K +35,230 +32%
WAM
25
World Asset Management
Michigan
$2.81M -$251K -10,876 -8%

BT Hedge Fund Activity: Q4 2016 in Review

158 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in BT Group plc (ADR) (BT) for Q4 2016, worth a combined $468M — up 1.6% from $460M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new BT positions and 30 closed out — a net gain of 13 holders — while 44 added to existing stakes and 48 trimmed.

The largest buyer was BlackRock Investment Management, opening a new position worth an estimated $39.6M. The largest seller was Morgan Stanley, cutting an estimated $30.7M.

  • 158 institutional investors held BT Group plc (ADR) (BT) as of Q4 2016, up from 147 in Q3 2016.
  • Funds reported $468M of BT Group plc (ADR) stock for Q4 2016, up 1.6% quarter-over-quarter.
  • 43 funds opened new BT Group plc (ADR) positions in Q4 2016 and 30 closed out, a net change of +13 holders.
  • The largest BT Group plc (ADR) buyer in Q4 2016 was BlackRock Investment Management, an estimated $39.6M added.
  • The largest BT Group plc (ADR) seller in Q4 2016 was Morgan Stanley, an estimated $30.7M sold.

Based on aggregated 13F filings for Q4 2016.