AGF US Market Neutral Anti-Beta Fund
BTAL
40 hedge funds and large institutions have $105M invested in AGF US Market Neutral Anti-Beta Fund in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 7 closing their positions.
194% more capital invested
Capital invested by funds: $35.6M → $105M (+$69.1M)
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
36.09% more ownership
Funds ownership: 28.86% → 64.95% (+36%)
33% more funds holding
Funds holding: 30 → 40 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$32.5M |
| 2 |
OCPWS
One Charles Private Wealth Services
Hingham,
Massachusetts
|
+$11.3M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$6.64M |
| 4 |
SAG
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
+$6.44M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$6.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.99M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.31M |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$483K |
| 4 |
FIG
FundX Investment Group
San Francisco,
California
|
-$385K |
| 5 |
SW
SkyOak Wealth
Southfield,
Michigan
|
-$370K |
BTAL Hedge Fund Activity: Q2 2020 in Review
40 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q2 2020, worth a combined $105M — up 194% from $35.6M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new BTAL positions and 7 closed out — a net gain of 11 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Federation des caisses Desjardins du Quebec, opening a new position worth an estimated $32.5M. The largest seller was Susquehanna International Group, cutting an estimated $1.99M.
- 40 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q2 2020, up from 30 in Q1 2020.
- Funds reported $105M of AGF US Market Neutral Anti-Beta Fund stock for Q2 2020, up 194% quarter-over-quarter.
- 18 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q2 2020 and 7 closed out, a net change of +11 holders.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q2 2020 was Federation des caisses Desjardins du Quebec, an estimated $32.5M added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q2 2020 was Susquehanna International Group, an estimated $1.99M sold.
Based on aggregated 13F filings for Q2 2020.