AGF US Market Neutral Anti-Beta Fund
BTAL
23 hedge funds and large institutions have $29.9M invested in AGF US Market Neutral Anti-Beta Fund in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
21% more funds holding
Funds holding: 19 → 23 (+4)
1% less capital invested
Capital invested by funds: $30.3M → $29.9M (-$392K)
16.01% less ownership
Funds ownership: 46.05% → 30.04% (-16%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.85M |
| 2 |
Jane Street
New York
|
+$2.3M |
| 3 |
SFFS
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
+$866K |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$837K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$473K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$2.19M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$377K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$223K |
| 4 |
AIL
AGF Investments LLC
Toronto,
Ontario, Canada
|
-$57.4K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$34.9K |
BTAL Hedge Fund Activity: Q3 2019 in Review
23 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q3 2019, worth a combined $29.9M — down 1.3% from $30.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BTAL positions and 3 closed out — a net gain of 5 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $2.85M. The largest seller was CIBC World Market, cutting an estimated $2.19M.
- 23 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q3 2019, up from 19 in Q2 2019.
- Funds reported $29.9M of AGF US Market Neutral Anti-Beta Fund stock for Q3 2019, down 1.3% quarter-over-quarter.
- 8 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q3 2019 and 3 closed out, a net change of +5 holders.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q3 2019 was Ladenburg Thalmann Financial Services, an estimated $2.85M added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q3 2019 was CIBC World Market, an estimated $2.19M sold.
Based on aggregated 13F filings for Q3 2019.