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BT

BT Group plc (ADR)
BT

Delisted

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

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131 hedge funds and large institutions have $245M invested in BT Group plc (ADR) in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 38

10% more capital invested

Capital invested by funds: $222M → $245M (+$22.8M)

3% less funds holding

Funds holding: 135 → 131 (-4)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

Holders
131
Holders Change
-4
Holders Change %
-2.96%
% of All Funds
2.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
46
Reduced
38
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$12.6M
2
Aberdeen Group
Aberdeen Group
United Kingdom
+$12.4M
3
PPA
Parametric Portfolio Associates
Washington
+$8.69M
4
Northern Trust
Northern Trust
Illinois
+$3.68M
5
AG
Aperio Group
California
+$2.68M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.47M
2
Invesco
Invesco
Georgia
-$4.66M
3
Citigroup
Citigroup
New York
-$3.42M
4
MWNA
Marshall Wace North America
New York
-$3.12M
5
BTS
BB&T Securities
Virginia
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$33.4M -$4.66M -314,672 -12%
Northern Trust
2
Northern Trust
Illinois
$25M +$3.68M +248,005 +17%
Goldman Sachs
3
Goldman Sachs
New York
$19.1M +$12.6M +851,946 +193%
MIS
4
Morningstar Investment Services
Illinois
$15.8M -$645K -43,498 -4%
PPA
5
Parametric Portfolio Associates
Washington
$15.7M +$8.69M +586,166 +123%
Aberdeen Group
6
Aberdeen Group
United Kingdom
$13.1M +$12.4M +836,913 +1,744%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$12M -$1.19M -80,574 -9%
AG
8
Aperio Group
California
$11.2M +$2.68M +180,999 +31%
Bank of America
9
Bank of America
North Carolina
$10.2M +$1.43M +96,559 +16%
FCH
10
Freestone Capital Holdings
Washington
$9.14M -$294K -19,864 -3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$6.41M +$29.6K +1,999 +0.5%
Morgan Stanley
12
Morgan Stanley
New York
$6.12M +$299K +20,158 +5%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$5.71M +$84.6K +5,706 +1%
MHI
14
Miller Howard Investments
New York
$5.04M -$34.2K -2,308 -0.7%
DPIM
15
Duff & Phelps Investment Management
Illinois
$4.74M +$402K +27,123 +9%
CM
16
Crestline Management
Texas
$3.77M -$1.22M -82,000 -24%
Wells Fargo
17
Wells Fargo
California
$3.52M -$1.35M -91,315 -28%
BTS
18
BB&T Securities
Virginia
$3.45M -$1.43M -96,454 -29%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$3.23M -$421K -28,372 -11%
Pacer Advisors
20
Pacer Advisors
Pennsylvania
$2.98M +$239K +16,115 +9%
CGH
21
Crossmark Global Holdings
Texas
$2.32M +$391K +26,366 +20%
AAM
22
Advisors Asset Management
Colorado
$2.08M +$38.8K +2,619 +2%
HCMT
23
Highland Capital Management (Tennessee)
Tennessee
$1.96M +$3.71K +250 +0.2%
Comerica Bank
24
Comerica Bank
Texas
$1.82M +$95.2K +6,422 +6%
Diamond Hill Capital Management
25
Diamond Hill Capital Management
Ohio
$1.62M +$593K +39,984 +57%
1
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BT Hedge Fund Activity: Q3 2018 in Review

131 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in BT Group plc (ADR) (BT) for Q3 2018, worth a combined $245M — up 10% from $222M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of BT and 22 opened new positions — a net loss of 4 holders — while 38 trimmed existing stakes and 46 added.

The largest buyer was Goldman Sachs, adding an estimated $12.6M. The largest seller was Jane Street, cutting an estimated $5.47M.

  • 131 institutional investors held BT Group plc (ADR) (BT) as of Q3 2018, down from 135 in Q2 2018.
  • Funds reported $245M of BT Group plc (ADR) stock for Q3 2018, up 10% quarter-over-quarter.
  • 22 funds opened new BT Group plc (ADR) positions in Q3 2018 and 26 closed out, a net change of -4 holders.
  • The largest BT Group plc (ADR) buyer in Q3 2018 was Goldman Sachs, an estimated $12.6M added.
  • The largest BT Group plc (ADR) seller in Q3 2018 was Jane Street, an estimated $5.47M sold.

Based on aggregated 13F filings for Q3 2018.