AGF US Market Neutral Anti-Beta Fund
BTAL
75 hedge funds and large institutions have $147M invested in AGF US Market Neutral Anti-Beta Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 25 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
4% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 25
1% less funds holding
Funds holding: 76 → 75 (-1)
7.47% less ownership
Funds ownership: 69.66% → 62.19% (-7.5%)
30% less capital invested
Capital invested by funds: $210M → $147M (-$63.2M)
39% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 28
56% less call options, than puts
Call options by funds: $4K | Put options by funds: $9K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$12.6M |
| 2 |
TA
Tactive Advisors
Jacksonville,
Florida
|
+$11.9M |
| 3 |
Jane Street
New York
|
+$5.65M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.1M |
| 5 |
Renaissance Technologies
New York
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$24.4M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$11.9M |
| 3 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
-$8.15M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.37M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.96M |
BTAL Hedge Fund Activity: Q4 2023 in Review
75 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q4 2023, worth a combined $147M — down 30% from $210M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new BTAL positions and 25 closed out — a net gain of 1 holder — while 17 added to existing stakes and 28 trimmed.
The largest buyer was OneDigital Investment Advisors, opening a new position worth an estimated $12.6M. The largest seller was Osaic Holdings, cutting an estimated $24.4M.
- 75 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q4 2023, down from 76 in Q3 2023.
- Funds reported $147M of AGF US Market Neutral Anti-Beta Fund stock for Q4 2023, down 30% quarter-over-quarter.
- 26 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q4 2023 and 25 closed out, a net change of +1 holder.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q4 2023 was OneDigital Investment Advisors, an estimated $12.6M added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q4 2023 was Osaic Holdings, an estimated $24.4M sold.
Based on aggregated 13F filings for Q4 2023.