AGF US Market Neutral Anti-Beta Fund
BTAL
35 hedge funds and large institutions have $91.8M invested in AGF US Market Neutral Anti-Beta Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
40% more funds holding
Funds holding: 25 → 35 (+10)
33% more capital invested
Capital invested by funds: $69M → $91.8M (+$22.7M)
4.18% more ownership
Funds ownership: 64.17% → 68.35% (+4.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
+$5.51M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$5.38M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.31M |
| 4 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$3.04M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$2.53M |
| 2 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
-$1.16M |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$308K |
| 4 |
LA
Latitude Advisors
Vero Beach,
Florida
|
-$225K |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$118K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIL
26
AGF Investments LLC
Toronto,
Ontario, Canada
| $78K | -$1.73K | -94 | -2% |
|
|
AA
27
Ancora Advisors
Cleveland,
Ohio
| $61K | – | – | – |
|
|
BWA
28
BDO Wealth Advisors
Jacksonville,
Florida
| $42K | -$76.2K | -4,138 | -64% |
|
|
GAM
29
Gemmer Asset Management
Walnut Creek,
California
| $31K | +$31.3K | +1,700 | New |
|
|
CWC
30
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $15K | +$15.1K | +822 | New |
|
|
PFGIA
31
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $5K | +$884 | +48 | +24% |
|
|
RCM
32
Raleigh Capital Management
Cary,
North Carolina
| $4K | -$2.38K | -129 | -38% |
|
33
UBS Group
Zurich,
Switzerland
| $4K | +$4.29K | +233 | New |
|
|
FEG
34
Financial Enhancement Group
Anderson,
Indiana
| – | -$2.53M | -142,121 | Closed |
|
|
BCM
35
Bourgeon Capital Management
Darien,
Connecticut
| – | -$71K | -4,000 | Closed |
|
BTAL Hedge Fund Activity: Q1 2022 in Review
35 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q1 2022, worth a combined $91.8M — up 33% from $69M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BTAL positions and 2 closed out — a net gain of 10 holders — while 8 added to existing stakes and 11 trimmed.
The largest buyer was Cornerstone Wealth Group, opening a new position worth an estimated $5.51M. The largest seller was Financial Enhancement Group, exiting entirely with an estimated $2.53M sold.
- 35 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q1 2022, up from 25 in Q4 2021.
- Funds reported $91.8M of AGF US Market Neutral Anti-Beta Fund stock for Q1 2022, up 33% quarter-over-quarter.
- 12 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q1 2022 and 2 closed out, a net change of +10 holders.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q1 2022 was Cornerstone Wealth Group, an estimated $5.51M added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q1 2022 was Financial Enhancement Group, an estimated $2.53M sold.
Based on aggregated 13F filings for Q1 2022.