AGF US Market Neutral Anti-Beta Fund
BTAL
30 hedge funds and large institutions have $35.6M invested in AGF US Market Neutral Anti-Beta Fund in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 10 closing their positions.
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
11% more funds holding
Funds holding: 27 → 30 (+3)
8% more capital invested
Capital invested by funds: $33M → $35.6M (+$2.58M)
16.05% less ownership
Funds ownership: 44.91% → 28.86% (-16%)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.1M |
| 2 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$1.92M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.25M |
| 4 |
ACM
Adalta Capital Management
New York
|
+$1.01M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$729K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
-$4.22M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$3.12M |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$2.48M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$1.44M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$861K |
BTAL Hedge Fund Activity: Q1 2020 in Review
30 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q1 2020, worth a combined $35.6M — up 7.8% from $33M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BTAL positions and 10 closed out — a net gain of 6 holders — while 5 added to existing stakes and 6 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $2.1M. The largest seller was Integrated Advisors Network, exiting entirely with an estimated $4.22M sold.
- 30 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q1 2020, up from 27 in Q4 2019.
- Funds reported $35.6M of AGF US Market Neutral Anti-Beta Fund stock for Q1 2020, up 7.8% quarter-over-quarter.
- 16 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q1 2020 and 10 closed out, a net change of +6 holders.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q1 2020 was Susquehanna International Group, an estimated $2.1M added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q1 2020 was Integrated Advisors Network, an estimated $4.22M sold.
Based on aggregated 13F filings for Q1 2020.