AGF US Market Neutral Anti-Beta Fund
BTAL
59 hedge funds and large institutions have $167M invested in AGF US Market Neutral Anti-Beta Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 9 closing their positions.
18% more capital invested
Capital invested by funds: $141M → $167M (+$25.8M)
6.41% more ownership
Funds ownership: 60.92% → 67.33% (+6.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
3% less funds holding
Funds holding: 61 → 59 (-2)
21% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
+$15M |
| 2 |
Morgan Stanley
New York
|
+$12.3M |
| 3 |
Jane Street
New York
|
+$8.8M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.9M |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$2.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FGA
Fortis Group Advisors
Westwood,
New Jersey
|
-$6.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.96M |
| 3 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$3.85M |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$2.92M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.79M |
BTAL Hedge Fund Activity: Q2 2024 in Review
59 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q2 2024, worth a combined $167M — up 18% from $141M a quarter earlier.
Fund positioning in BTAL was balanced in Q2 2024: 9 funds opened new positions, 9 closed out, 19 added to existing stakes and 24 trimmed.
The largest buyer was TMD Wealth Management, adding an estimated $15M. The largest seller was Fortis Group Advisors, cutting an estimated $6.2M.
- 59 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q2 2024, down from 61 in Q1 2024.
- Funds reported $167M of AGF US Market Neutral Anti-Beta Fund stock for Q2 2024, up 18% quarter-over-quarter.
- 9 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q2 2024 and 9 closed out, a net change of 0 holders.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q2 2024 was TMD Wealth Management, an estimated $15M added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q2 2024 was Fortis Group Advisors, an estimated $6.2M sold.
Based on aggregated 13F filings for Q2 2024.