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BT

BT Group plc (ADR)
BT

Delisted

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

148 hedge funds and large institutions have $272M invested in BT Group plc (ADR) in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 58 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $279M → $272M (-$7.15M)

10% less funds holding

Funds holding: 165148 (-17)

28% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 58

36% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 42

Holders
148
Holders Change
-17
Holders Change %
-10.3%
% of All Funds
3.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
42
Reduced
58
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$40.6M +$44M +3,170,300 +24,963%
Renaissance Technologies
2
Renaissance Technologies
New York
$28M +$14.5M +1,040,200 +90%
MIS
3
Morningstar Investment Services
Illinois
$26.2M +$1.83M +131,756 +7%
Northern Trust
4
Northern Trust
Illinois
$20M +$371K +26,688 +2%
Morgan Stanley
5
Morgan Stanley
New York
$15.6M +$10.3M +741,951 +155%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.8M -$59.6K -4,288 -0.5%
Citadel Advisors
7
Citadel Advisors
Florida
$10.1M -$1.79M -129,160 -14%
Aberdeen Group
8
Aberdeen Group
United Kingdom
$9.88M
Deutsche Bank
9
Deutsche Bank
Germany
$8.65M +$6.91M +497,682 +277%
AG
10
Aperio Group
California
$8.14M -$5.96M -429,050 -40%
PPA
11
Parametric Portfolio Associates
Washington
$7.36M -$10.1M -729,190 -56%
Bank of America
12
Bank of America
North Carolina
$6.09M -$2.1M -151,365 -24%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$5.48M
Fidelity Investments
14
Fidelity Investments
Massachusetts
$5.13M +$98K +7,057 +2%
Goldman Sachs
15
Goldman Sachs
New York
$4.68M -$6.99M -503,500 -58%
MHI
16
Miller Howard Investments
New York
$3.89M -$52.9K -3,808 -1%
Wells Fargo
17
Wells Fargo
California
$3.46M +$506K +36,407 +16%
Invesco
18
Invesco
Georgia
$2.38M -$515K -37,036 -17%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.23M +$222K +16,014 +10%
CGH
20
Crossmark Global Holdings
Texas
$1.91M -$55.1K -3,966 -3%
US Bancorp
21
US Bancorp
Minnesota
$1.84M +$964K +69,382 +93%
Ameriprise
22
Ameriprise
Minnesota
$1.81M +$884K +63,644 +81%
JG
23
Jefferies Group
New York
$1.79M +$1.94M +139,930 New
VFA
24
Voya Financial Advisors
Connecticut
$1.77M +$158K +11,394 +9%
BTS
25
BB&T Securities
Virginia
$1.72M +$128K +9,249 +7%

BT Hedge Fund Activity: Q2 2019 in Review

148 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in BT Group plc (ADR) (BT) for Q2 2019, worth a combined $272M — down 2.6% from $279M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of BT and 27 opened new positions — a net loss of 15 holders — while 58 trimmed existing stakes and 42 added.

The largest buyer was Arrowstreet Capital, adding an estimated $44M. The largest seller was Parametric Portfolio Associates, cutting an estimated $10.1M.

  • 148 institutional investors held BT Group plc (ADR) (BT) as of Q2 2019, down from 165 in Q1 2019.
  • Funds reported $272M of BT Group plc (ADR) stock for Q2 2019, down 2.6% quarter-over-quarter.
  • 27 funds opened new BT Group plc (ADR) positions in Q2 2019 and 42 closed out, a net change of -15 holders.
  • The largest BT Group plc (ADR) buyer in Q2 2019 was Arrowstreet Capital, an estimated $44M added.
  • The largest BT Group plc (ADR) seller in Q2 2019 was Parametric Portfolio Associates, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2019.