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BT

BT Group plc (ADR)
BT

Delisted

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

135 hedge funds and large institutions have $222M invested in BT Group plc (ADR) in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 51 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% less funds holding

Funds holding: 159135 (-24)

24% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 51

25% less capital invested

Capital invested by funds: $298M → $222M (-$75.3M)

62% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 37

Holders
135
Holders Change
-24
Holders Change %
-15.09%
% of All Funds
3.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
39
Reduced
51
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$37.2M +$7.63M +501,841 +24%
Northern Trust
2
Northern Trust
Illinois
$20.9M +$216K +14,179 +1%
MIS
3
Morningstar Investment Services
Illinois
$16.1M -$2.59M -170,402 -13%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.9M +$429K +28,172 +3%
FCH
5
Freestone Capital Holdings
Washington
$9.23M +$1.61M +105,922 +20%
Bank of America
6
Bank of America
North Carolina
$8.63M -$9.26M -608,545 -50%
AG
7
Aperio Group
California
$8.36M +$2.2M +144,525 +33%
PPA
8
Parametric Portfolio Associates
Washington
$6.88M -$3.15M -207,392 -30%
Goldman Sachs
9
Goldman Sachs
New York
$6.39M -$1.72M -112,976 -20%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$6.24M
Morgan Stanley
11
Morgan Stanley
New York
$5.7M -$149K -9,793 -2%
Jane Street
12
Jane Street
New York
$5.69M +$4M +263,245 +202%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$5.51M +$183K +12,000 +3%
MHI
14
Miller Howard Investments
New York
$4.96M -$126K -8,260 -2%
CM
15
Crestline Management
Texas
$4.87M +$2.29M +150,500 +81%
BTS
16
BB&T Securities
Virginia
$4.77M +$113K +7,432 +2%
Wells Fargo
17
Wells Fargo
California
$4.77M -$3.17M -208,252 -39%
DPIM
18
Duff & Phelps Investment Management
Illinois
$4.25M +$853K +56,092 +24%
Citigroup
19
Citigroup
New York
$4.09M +$81.2K +5,339 +2%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$3.57M +$1.37M +89,913 +57%
MWNA
21
Marshall Wace North America
New York
$3.2M +$3.37M +221,370 New
Pacer Advisors
22
Pacer Advisors
Pennsylvania
$2.68M +$632K +41,519 +29%
AAM
23
Advisors Asset Management
Colorado
$2M +$120K +7,868 +6%
HCMT
24
Highland Capital Management (Tennessee)
Tennessee
$1.92M
CGH
25
Crossmark Global Holdings
Texas
$1.89M -$582K -38,283 -23%

BT Hedge Fund Activity: Q2 2018 in Review

135 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in BT Group plc (ADR) (BT) for Q2 2018, worth a combined $222M — down 25% from $298M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of BT and 14 opened new positions — a net loss of 23 holders — while 51 trimmed existing stakes and 39 added.

The largest buyer was Invesco, adding an estimated $7.63M. The largest seller was Federated Hermes, exiting entirely with an estimated $19.7M sold.

  • 135 institutional investors held BT Group plc (ADR) (BT) as of Q2 2018, down from 159 in Q1 2018.
  • Funds reported $222M of BT Group plc (ADR) stock for Q2 2018, down 25% quarter-over-quarter.
  • 14 funds opened new BT Group plc (ADR) positions in Q2 2018 and 37 closed out, a net change of -23 holders.
  • The largest BT Group plc (ADR) buyer in Q2 2018 was Invesco, an estimated $7.63M added.
  • The largest BT Group plc (ADR) seller in Q2 2018 was Federated Hermes, an estimated $19.7M sold.

Based on aggregated 13F filings for Q2 2018.