AGF US Market Neutral Anti-Beta Fund
BTAL
27 hedge funds and large institutions have $33M invested in AGF US Market Neutral Anti-Beta Fund in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
17% more funds holding
Funds holding: 23 → 27 (+4)
14.88% more ownership
Funds ownership: 30.04% → 44.91% (+15%)
10% more capital invested
Capital invested by funds: $29.9M → $33M (+$3.12M)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$2.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.46M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$1.39M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$900K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$834K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.88M |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$1.99M |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$1.41M |
| 4 |
SFFS
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
-$884K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$802K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFG
26
Sowa Financial Group
Lincoln,
Rhode Island
| $5K | +$5.21K | +225 | New |
|
|
PFGIA
27
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $2K | – | – | – |
|
|
28
Jane Street
New York
| – | -$2.88M | -121,740 | Closed |
|
|
TI
29
Tidal Investments
Milwaukee,
Wisconsin
| – | -$1.99M | -83,986 | Closed |
|
|
SFFS
30
Stonehage Fleming Financial Services
St. Helier,
Jersey
| – | -$884K | -37,320 | Closed |
|
|
AWM
31
AE Wealth Management
Topeka,
Kansas
| – | -$377K | -15,917 | Closed |
|
|
CFA
32
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$204K | -8,620 | Closed |
|
|
DP
33
Denver PWM
Denver,
Colorado
| – | -$5.93K | -250 | Closed |
|
|
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$3.56K | -150 | Closed |
|
BTAL Hedge Fund Activity: Q4 2019 in Review
27 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q4 2019, worth a combined $33M — up 10% from $29.9M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BTAL positions and 7 closed out — a net gain of 4 holders — while 7 added to existing stakes and 7 trimmed.
The largest buyer was Financial Enhancement Group, opening a new position worth an estimated $2.6M. The largest seller was Jane Street, exiting entirely with an estimated $2.88M sold.
- 27 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q4 2019, up from 23 in Q3 2019.
- Funds reported $33M of AGF US Market Neutral Anti-Beta Fund stock for Q4 2019, up 10% quarter-over-quarter.
- 11 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q4 2019 and 7 closed out, a net change of +4 holders.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q4 2019 was Financial Enhancement Group, an estimated $2.6M added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q4 2019 was Jane Street, an estimated $2.88M sold.
Based on aggregated 13F filings for Q4 2019.