AGF US Market Neutral Anti-Beta Fund
BTAL
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.
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: 75 → 61 (-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: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.85M |
| 2 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$3.8M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$2.66M |
| 4 |
TA
Tactive Advisors
Jacksonville,
Florida
|
+$1.89M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.76M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.13M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.75M |
| 4 |
AC
Avestar Capital
New York
|
-$2.43M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$2.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
76
Advisory Services Network
Atlanta,
Georgia
| – | -$35.8K | -2,113 | Closed |
|
|
TWC
77
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$15.2K | -855 | Closed |
|
|
PTC
78
Private Trust Company
Cleveland,
Ohio
| – | -$6.88K | -406 | Closed |
|
79
Simplex Trading
Chicago,
Illinois
| – | -$1K | -78 | Closed |
|
|
AAP
80
Arax Advisory Partners
Denver,
Colorado
| – | -$204 | -12 | Closed |
|
|
TFG
81
Team Financial Group
Temecula,
California
| – | -$34 | -2 | Closed |
|
82
Fidelity Investments
Boston,
Massachusetts
| – | -$17 | -1 | 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.