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AGF US Market Neutral Anti-Beta Fund

71 hedge funds and large institutions have $240M invested in AGF US Market Neutral Anti-Beta Fund in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

15.52% less ownership

Funds ownership: 77.42%61.9% (-16%)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

89% less call options, than puts

Call options by funds: $13K | Put options by funds: $114K

Holders
71
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13K
Puts
$114K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.8M
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$35.4M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$31M
Osaic Holdings
4
Osaic Holdings
Arizona
$26.5M
HighTower Advisors
5
HighTower Advisors
Illinois
$13.2M
OIA
6
OneDigital Investment Advisors
Kansas
$10.1M
CIBC World Market
7
CIBC World Market
Ontario, Canada
$9.49M
LPL Financial
8
LPL Financial
California
$8.93M
WIA
9
Wealthedge Investment Advisors
New York
$8.23M
CCMG
10
Clark Capital Management Group
Pennsylvania
$5.77M
LFAS
11
Level Four Advisory Services
Texas
$5.74M
KF
12
Krilogy Financial
Missouri
$5.4M
KAS
13
Kestra Advisory Services
Texas
$5.31M
CFD
14
Creative Financial Designs
Indiana
$3.57M
AWM
15
AE Wealth Management
Kansas
$3.57M
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.3M
PCA
17
PMV Capital Advisers
Texas
$3.26M
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$2.89M
AC
19
Avestar Capital
New York
$1.94M
LA
20
Latitude Advisors
Florida
$1.34M
DAS
21
Dynamic Advisor Solutions
Arizona
$1.25M
APW
22
Axim Planning & Wealth
Ohio
$1.23M
TWC
23
TD Waterhouse Canada
Ontario, Canada
$1.22M
MPW
24
Magnolia Private Wealth
Pennsylvania
$1.02M
Hudson Bay Capital Management
25
Hudson Bay Capital Management
Connecticut
$949K