We are live on ! Find out more
BT

BT Group plc (ADR)
BT

Delisted

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

159 hedge funds and large institutions have $298M invested in BT Group plc (ADR) in 2018 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 61 increasing their positions, 33 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 33

28% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 29

5% more funds holding

Funds holding: 152159 (+7)

9% less capital invested

Capital invested by funds: $328M → $298M (-$30.1M)

Holders
159
Holders Change
+7
Holders Change %
+4.61%
% of All Funds
3.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
61
Reduced
33
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$33.5M +$8.3M +483,135 +30%
Northern Trust
2
Northern Trust
Illinois
$23.1M +$1.37M +79,666 +6%
MIS
3
Morningstar Investment Services
Illinois
$20.8M +$22.1M +1,286,302 New
Federated Hermes
4
Federated Hermes
Pennsylvania
$19.7M +$8.38M +488,080 +67%
Bank of America
5
Bank of America
North Carolina
$19.5M -$2.32M -135,073 -10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$13.9M -$1.2M -69,733 -7%
PPA
7
Parametric Portfolio Associates
Washington
$11M +$2.95M +172,079 +34%
Goldman Sachs
8
Goldman Sachs
New York
$8.97M +$1.81M +105,262 +23%
Wells Fargo
9
Wells Fargo
California
$8.69M +$4.47M +260,102 +94%
FCH
10
Freestone Capital Holdings
Washington
$8.61M +$6.47M +376,650 +241%
AG
11
Aperio Group
California
$7M -$130K -7,590 -2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$6.98M -$16.6K -966 -0.2%
Allianz Asset Management
13
Allianz Asset Management
Germany
$6.93M +$7.37M +428,974 New
Morgan Stanley
14
Morgan Stanley
New York
$6.53M +$904K +52,652 +15%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$5.97M +$855K +49,800 +16%
MHI
16
Miller Howard Investments
New York
$5.68M +$119K +6,957 +2%
Millennium Management
17
Millennium Management
New York
$5.24M +$3.11M +181,179 +127%
BTS
18
BB&T Securities
Virginia
$5.21M +$4.27M +248,569 +337%
Citigroup
19
Citigroup
New York
$4.48M +$2.5M +145,745 +111%
DPIM
20
Duff & Phelps Investment Management
Illinois
$3.86M +$224K +13,020 +6%
RJA
21
Raymond James & Associates
Florida
$3.79M +$520K +30,263 +15%
CM
22
Crestline Management
Texas
$3.01M +$1.67M +97,500 +110%
Renaissance Technologies
23
Renaissance Technologies
New York
$2.85M -$19.6M -1,142,100 -87%
CGH
24
Crossmark Global Holdings
Texas
$2.73M -$321K -18,688 -10%
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$2.54M +$1.07M +62,277 +66%

BT Hedge Fund Activity: Q1 2018 in Review

159 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in BT Group plc (ADR) (BT) for Q1 2018, worth a combined $298M — down 9.2% from $328M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BT positions and 29 closed out — a net gain of 8 holders — while 61 added to existing stakes and 33 trimmed.

The largest buyer was Morningstar Investment Services, opening a new position worth an estimated $22.1M. The largest seller was Renaissance Technologies, cutting an estimated $19.6M.

  • 159 institutional investors held BT Group plc (ADR) (BT) as of Q1 2018, up from 152 in Q4 2017.
  • Funds reported $298M of BT Group plc (ADR) stock for Q1 2018, down 9.2% quarter-over-quarter.
  • 37 funds opened new BT Group plc (ADR) positions in Q1 2018 and 29 closed out, a net change of +8 holders.
  • The largest BT Group plc (ADR) buyer in Q1 2018 was Morningstar Investment Services, an estimated $22.1M added.
  • The largest BT Group plc (ADR) seller in Q1 2018 was Renaissance Technologies, an estimated $19.6M sold.

Based on aggregated 13F filings for Q1 2018.