AGF US Market Neutral Anti-Beta Fund
BTAL
25 hedge funds and large institutions have $69M invested in AGF US Market Neutral Anti-Beta Fund in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
26% more capital invested
Capital invested by funds: $55M → $69M (+$14.1M)
8.49% more ownership
Funds ownership: 55.68% → 64.17% (+8.5%)
4% more funds holding
Funds holding: 24 → 25 (+1)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$2.41M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$2.02M |
| 3 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
+$1.35M |
| 4 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$1.33M |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$635K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$890K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$241K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$195K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$187K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$31.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| – | -$19K | -1,122 | Closed |
|
|
CFA
27
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$7K | -450 | Closed |
|
BTAL Hedge Fund Activity: Q4 2021 in Review
25 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q4 2021, worth a combined $69M — up 26% from $55M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BTAL positions and 4 closed out — a net gain of 2 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Financial Enhancement Group, opening a new position worth an estimated $2.41M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $890K sold.
- 25 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q4 2021, up from 24 in Q3 2021.
- Funds reported $69M of AGF US Market Neutral Anti-Beta Fund stock for Q4 2021, up 26% quarter-over-quarter.
- 6 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q4 2021 and 4 closed out, a net change of +2 holders.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q4 2021 was Financial Enhancement Group, an estimated $2.41M added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q4 2021 was Susquehanna International Group, an estimated $890K sold.
Based on aggregated 13F filings for Q4 2021.