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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

71 hedge funds and large institutions have $341M invested in AGF US Market Neutral Anti-Beta Fund in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
71
Holders Change
+13
Holders Change %
+22.41%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
20
Reduced
21
Closed
12
Calls
$3K
Puts
$2K
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
TAF
1
Tredje AP-fonden
Sweden
$94.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$33.2M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$27.8M
4
CWG
4
Cornerstone Wealth Group
North Carolina
$20.1M
5
Stifel Financial
5
Stifel Financial
Missouri
$8.23M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.7M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
HGA
3
Hobbs Group Advisors
South Carolina
$464K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$162K
5
OIA
5
OneDigital Investment Advisors
Kansas
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
OC
51
Oppenheimer & Co
New York
$310K 15,828 +15,828 New
HIP
52
HUB Investment Partners
Texas
$310K 15,818 – –
NWM
53
Napa Wealth Management
California
$292K 14,913 +14,913 New
BWM
54
BlackDiamond Wealth Management
New York
$290K 14,959 -245 -2%
EFG
55
Ethos Financial Group
Pennsylvania
$265K 13,562 -167 -1%
MA
56
Mutual Advisors
Nebraska
$252K 12,773 +12,773 New
IIA
57
IPG Investment Advisors
California
$239K 12,215 +1,903 +18%
RJA
58
Raymond James & Associates
Florida
$221K 11,267 +11,267 New
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$162K 8,272 -76,864 -90%
Comerica Bank
60
Comerica Bank
Texas
$119K 6,088 +6,088 New
SPIA
61
Steward Partners Investment Advisory
New York
$78.2K 3,992 +2 +0.1%
VWWMG
62
Vermillion & White Wealth Management Group
Pennsylvania
$73.5K 3,751 – –
VAG
63
VisionPoint Advisory Group
Texas
$54.7K 2,790 -3 -0.1%
WOSD
64
WFA of San Diego
California
$43.8K 2,234 +46 +2%
HGERS
65
Householder Group Estate & Retirement Specialist
Arizona
$19K 1,014 -243 -19%
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$16.4K 837 -788 -48%
GRP
67
Global Retirement Partners
California
$8.06K 411 +211 +106%
FCM
68
Fourpath Capital Management
Oklahoma
$7.27K 371 +371 New
PTC
69
Private Trust Company
Ohio
$3.94K 201 +201 New
SAM
70
Smartleaf Asset Management
Massachusetts
$1.7K 87 – –
HI
71
Harbour Investments
Wisconsin
$1.14K 58 – –
CAM
72
Creekmur Asset Management
Illinois
– – – –
Wells Fargo
73
Wells Fargo
California
– – – –
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
– – -215,885 Closed
CWM
75
Cedar Wealth Management
California
– – -58,914 Closed
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