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AGF US Market Neutral Anti-Beta Fund

61 hedge funds and large institutions have $141M invested in AGF US Market Neutral Anti-Beta Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $147M → $141M (-$5.44M)

1.26% less ownership

Funds ownership: 62.19%60.92% (-1.3%)

19% less funds holding

Funds holding: 7561 (-14)

31% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 29

57% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 21

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
61
Holders Change
-14
Holders Change %
-18.67%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
9
Increased
20
Reduced
29
Closed
21
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
51
Householder Group Estate & Retirement Specialist
Arizona
$23.3K -$50K -2,754 -68%
National Bank of Canada
52
National Bank of Canada
Quebec, Canada
$23.3K -$141K -7,764 -86%
SWM
53
Spire Wealth Management
Virginia
$9.01K
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$7.89K -$97.2K -5,357 -92%
FCA
55
FinTrust Capital Advisors
South Carolina
$6.31K +$6.35K +350 New
GRP
56
Global Retirement Partners
California
$3.85K +$54 +3 +1%
HI
57
Harbour Investments
Wisconsin
$2.16K -$1.47K -81 -40%
SAM
58
Smartleaf Asset Management
Massachusetts
$1.58K +$526 +29 +50%
CP
59
Castleview Partners
Texas
$90
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$73 +$73 +4 New
Wells Fargo
61
Wells Fargo
California
$12 -$4.1K -226 -100%
CAM
62
Creekmur Asset Management
Illinois
$9 -$18 -1 Closed
Renaissance Technologies
63
Renaissance Technologies
New York
-$1.54M -90,773 Closed
MML Investors Services
64
MML Investors Services
Massachusetts
-$871K -51,372 Closed
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
-$734K -43,296 Closed
GM
66
GeoWealth Management
Illinois
-$602K -35,490 Closed
AI
67
AXS Investments
New York
-$508K -29,955 Closed
SWP
68
Stratos Wealth Partners
Ohio
-$326K -19,211 Closed
IWC
69
Integrated Wealth Concepts
Massachusetts
-$247K -14,585 Closed
Koshinski Asset Management
70
Koshinski Asset Management
Illinois
-$242K -14,300 Closed
APA
71
Astoria Portfolio Advisors
New York
-$205K -11,134 Closed
TSS
72
Two Sigma Securities
New York
-$174K -10,270 Closed
KPWS
73
Kestra Private Wealth Services
Texas
-$171K -10,084 Closed
NL
74
NWAM LLC
Washington
-$171K -10,060 Closed
Comerica Bank
75
Comerica Bank
Texas
-$70.1K -4,137 Closed

BTAL Hedge Fund Activity: Q1 2024 in Review

61 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q1 2024, worth a combined $141M — down 3.7% from $147M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of BTAL and 9 opened new positions — a net loss of 12 holders — while 29 trimmed existing stakes and 20 added.

The largest buyer was Susquehanna International Group, adding an estimated $3.85M. The largest seller was Jane Street, cutting an estimated $3.76M.

  • 61 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q1 2024, down from 75 in Q4 2023.
  • Funds reported $141M of AGF US Market Neutral Anti-Beta Fund stock for Q1 2024, down 3.7% quarter-over-quarter.
  • 9 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q1 2024 and 21 closed out, a net change of -12 holders.
  • The largest AGF US Market Neutral Anti-Beta Fund buyer in Q1 2024 was Susquehanna International Group, an estimated $3.85M added.
  • The largest AGF US Market Neutral Anti-Beta Fund seller in Q1 2024 was Jane Street, an estimated $3.76M sold.

Based on aggregated 13F filings for Q1 2024.