AGF US Market Neutral Anti-Beta Fund
BTAL
63 hedge funds and large institutions have $183M invested in AGF US Market Neutral Anti-Beta Fund in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 5 closing their positions.
420% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 5
150% more capital invested
Capital invested by funds: $73.2M → $183M (+$109M)
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
50% more funds holding
Funds holding: 42 → 63 (+21)
7.06% more ownership
Funds ownership: 53.76% → 60.81% (+7.1%)
0% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
+$18.1M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$17.1M |
| 3 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
+$8.21M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.48M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$6.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.44M |
| 2 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$376K |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$343K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$315K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$289K |
BTAL Hedge Fund Activity: Q3 2022 in Review
63 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q3 2022, worth a combined $183M — up 150% from $73.2M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new BTAL positions and 5 closed out — a net gain of 21 holders — while 17 added to existing stakes and 17 trimmed.
The largest buyer was Goodman Advisory Group, adding an estimated $18.1M. The largest seller was Bank of Montreal, cutting an estimated $3.44M.
- 63 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q3 2022, up from 42 in Q2 2022.
- Funds reported $183M of AGF US Market Neutral Anti-Beta Fund stock for Q3 2022, up 150% quarter-over-quarter.
- 26 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q3 2022 and 5 closed out, a net change of +21 holders.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q3 2022 was Goodman Advisory Group, an estimated $18.1M added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q3 2022 was Bank of Montreal, an estimated $3.44M sold.
Based on aggregated 13F filings for Q3 2022.